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
3326
$331K ﹤0.01%
13,860
-173,945
3327
$330K ﹤0.01%
14,400
+10,825
3328
$330K ﹤0.01%
456,411
-126,246
3329
$329K ﹤0.01%
+3,836
3330
$327K ﹤0.01%
41,440
-2,356
3331
$326K ﹤0.01%
9,590
+5,195
3332
$326K ﹤0.01%
20,464
-9,856
3333
$326K ﹤0.01%
27,369
-19,981
3334
$325K ﹤0.01%
36,837
+8,934
3335
$324K ﹤0.01%
13,364
+592
3336
$323K ﹤0.01%
11,376
-7,641
3337
$322K ﹤0.01%
12,624
3338
$322K ﹤0.01%
12,073
+1,766
3339
$322K ﹤0.01%
61,387
-32,167
3340
$321K ﹤0.01%
26,661
+2,679
3341
$320K ﹤0.01%
6,371
+1,263
3342
$320K ﹤0.01%
11,362
+3,723
3343
$319K ﹤0.01%
27,216
+22,038
3344
$317K ﹤0.01%
60,478
+7,768
3345
$317K ﹤0.01%
30,081
+10,235
3346
$317K ﹤0.01%
31,161
+759
3347
$316K ﹤0.01%
19,380
+8,843
3348
$315K ﹤0.01%
87,385
+2,612
3349
$315K ﹤0.01%
10,142
+6,674
3350
$314K ﹤0.01%
20,208
+10,633