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
3351
$314K ﹤0.01%
10,400
+9,929
3352
$313K ﹤0.01%
156,535
-265,627
3353
$312K ﹤0.01%
43,774
-2,331
3354
$312K ﹤0.01%
+33,941
3355
$311K ﹤0.01%
34,224
+516
3356
$310K ﹤0.01%
29,906
-22,694
3357
$310K ﹤0.01%
6,230
-55
3358
$309K ﹤0.01%
68,307
+16,807
3359
$309K ﹤0.01%
14,951
3360
$306K ﹤0.01%
16,355
-8,005
3361
$305K ﹤0.01%
2,943
+2,468
3362
$305K ﹤0.01%
41,172
+2,324
3363
$303K ﹤0.01%
56,878
-39,260
3364
$302K ﹤0.01%
211,401
-96,445
3365
$301K ﹤0.01%
+20,000
3366
$301K ﹤0.01%
199,561
-166,949
3367
$301K ﹤0.01%
39,877
3368
$301K ﹤0.01%
+7,281
3369
0
3370
$300K ﹤0.01%
8,563
+1,133
3371
$300K ﹤0.01%
331,599
-542,231
3372
$300K ﹤0.01%
8,062
+4,573
3373
$299K ﹤0.01%
63,680
-6,728
3374
$297K ﹤0.01%
7,576
-2,096
3375
$296K ﹤0.01%
19,501
-3,968