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
3251
$375K ﹤0.01%
9,385
-15,164
3252
$374K ﹤0.01%
14,771
-53,371
3253
$374K ﹤0.01%
12,542
+10,855
3254
$373K ﹤0.01%
148,781
-92,666
3255
$372K ﹤0.01%
13,764
+2,802
3256
$371K ﹤0.01%
3,043
-102,268
3257
$371K ﹤0.01%
26,262
-27,967
3258
$370K ﹤0.01%
29,272
+11,382
3259
$370K ﹤0.01%
31,351
-351
3260
$369K ﹤0.01%
23,986
+17,643
3261
$369K ﹤0.01%
9,239
-9,941
3262
$369K ﹤0.01%
2,608
-40,020
3263
$369K ﹤0.01%
326,643
-86,030
3264
$368K ﹤0.01%
189,546
+169,153
3265
$368K ﹤0.01%
12,707
+1,950
3266
$367K ﹤0.01%
7,759
-20,026
3267
$367K ﹤0.01%
51,549
-117,208
3268
$366K ﹤0.01%
35,290
+6,134
3269
$366K ﹤0.01%
136,044
+38,398
3270
$366K ﹤0.01%
15,842
+1,460
3271
$366K ﹤0.01%
7,631
+202
3272
$365K ﹤0.01%
88,652
+42,747
3273
$364K ﹤0.01%
192,599
+46,685
3274
$362K ﹤0.01%
43,650
-2,312
3275
$362K ﹤0.01%
203,836
-28,924