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
3476
$238K ﹤0.01%
4,635
-171
3477
$237K ﹤0.01%
11,563
-12,607
3478
$237K ﹤0.01%
61,358
-10,675
3479
$236K ﹤0.01%
50,802
+5,340
3480
$236K ﹤0.01%
13,002
-1,896
3481
$235K ﹤0.01%
12,015
-4,979
3482
$235K ﹤0.01%
14,424
+5,333
3483
$234K ﹤0.01%
17,352
+3,539
3484
$233K ﹤0.01%
999,036
-6,674,442
3485
$233K ﹤0.01%
149,199
-26,582
3486
$232K ﹤0.01%
125,538
-47,312
3487
$231K ﹤0.01%
29,143
-859
3488
$230K ﹤0.01%
15,557
+4,125
3489
$227K ﹤0.01%
20,900
+4,753
3490
$227K ﹤0.01%
58,323
+48,218
3491
$227K ﹤0.01%
17,165
-31,859
3492
$226K ﹤0.01%
2,970
-231,357
3493
$226K ﹤0.01%
43,465
+11,639
3494
$225K ﹤0.01%
26,886
+24,409
3495
$225K ﹤0.01%
14,771
-5,118
3496
$223K ﹤0.01%
16,460
+4,029
3497
$223K ﹤0.01%
23,933
-154,760
3498
$223K ﹤0.01%
58,248
+867
3499
$222K ﹤0.01%
5,597
+769
3500
$221K ﹤0.01%
32,613
+979