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
3401
$281K ﹤0.01%
27,247
+10,094
3402
$281K ﹤0.01%
145,773
+122,163
3403
$280K ﹤0.01%
5,115
+144
3404
$279K ﹤0.01%
57,361
+12,050
3405
$279K ﹤0.01%
310,486
+208,505
3406
$279K ﹤0.01%
6,789
-80,401
3407
$278K ﹤0.01%
23,051
+13,988
3408
$278K ﹤0.01%
11,758
-47,880
3409
$277K ﹤0.01%
6,801
-276
3410
$276K ﹤0.01%
17,832
+5,284
3411
$273K ﹤0.01%
44,960
-4,058
3412
$271K ﹤0.01%
47,423
-78,984
3413
$271K ﹤0.01%
10,173
+2,286
3414
$270K ﹤0.01%
25,405
+10,506
3415
$270K ﹤0.01%
55,820
+17,233
3416
$269K ﹤0.01%
103,897
-99,139
3417
$269K ﹤0.01%
224,016
-246,816
3418
$268K ﹤0.01%
11,072
+2,166
3419
$267K ﹤0.01%
34,370
-961
3420
$267K ﹤0.01%
41,695
+35,820
3421
$265K ﹤0.01%
18,009
-1,177,100
3422
$265K ﹤0.01%
25,775
+21,265
3423
$265K ﹤0.01%
53,037
-32,296
3424
$265K ﹤0.01%
313,899
-73,922
3425
$264K ﹤0.01%
96,737
+20,531