JP Morgan Chase & Co

JP Morgan Chase & Co Portfolio holdings

AUM $1.57T
1-Year Est. Return 25.06%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$401B
AUM Growth
-$87.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,040
New
Increased
Reduced
Closed

Top Sells

1 +$1.11B
2 +$1.1B
3 +$933M
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$921M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$787M

Sector Composition

1 Technology 15.74%
2 Healthcare 11.55%
3 Financials 11.4%
4 Consumer Discretionary 9.54%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3201
$421K ﹤0.01%
12,531
-11,088
3202
$420K ﹤0.01%
8,082
+1,723
3203
$419K ﹤0.01%
25,992
-51,352
3204
$418K ﹤0.01%
57,276
+24,175
3205
$418K ﹤0.01%
43,913
+738
3206
$417K ﹤0.01%
14,266
-16,977
3207
$417K ﹤0.01%
100,115
+83,442
3208
$415K ﹤0.01%
19,043
+10,075
3209
$414K ﹤0.01%
10,253
-295
3210
$414K ﹤0.01%
203,811
-68,827
3211
$413K ﹤0.01%
18,031
+10,756
3212
$411K ﹤0.01%
44,868
+9,109
3213
$410K ﹤0.01%
43,185
+25,494
3214
$410K ﹤0.01%
3,109
-4,830
3215
$409K ﹤0.01%
15,328
3216
$408K ﹤0.01%
109,218
+11,695
3217
$406K ﹤0.01%
21,305
+10,126
3218
$406K ﹤0.01%
+14,333
3219
$404K ﹤0.01%
38,298
-29,954
3220
$402K ﹤0.01%
178,696
+168,895
3221
$401K ﹤0.01%
68,311
-96,131
3222
$400K ﹤0.01%
18,202
+4,294
3223
$398K ﹤0.01%
7,041
+1,645
3224
$398K ﹤0.01%
18,876
+4,459
3225
$398K ﹤0.01%
22,417
-26,691