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
751
$48.1M 0.01%
784,714
-312,143
752
$48.1M 0.01%
540,219
+84,194
753
$48.1M 0.01%
452,311
+438,545
754
$47.9M 0.01%
1,706,180
+1,580,468
755
$47.9M 0.01%
776,203
-417
756
$47.8M 0.01%
365,542
+28,161
757
$47.8M 0.01%
362,803
-9,840
758
$47.7M 0.01%
360,254
+112,005
759
$47.6M 0.01%
1,774,762
+6,777
760
$47.6M 0.01%
7,172,162
-678,481
761
$47.6M 0.01%
2,350,855
+603,665
762
$47.3M 0.01%
5,225,766
+287,087
763
$47.3M 0.01%
2,014,470
+18,365
764
$46.9M 0.01%
881,453
+17,679
765
$46.9M 0.01%
2,589,320
+1,610,567
766
$46.9M 0.01%
1,413,888
+282,476
767
$46.9M 0.01%
457,162
-901,966
768
$46.9M 0.01%
6,348,830
-565,380
769
$46.8M 0.01%
1,319,085
+366,349
770
$46.8M 0.01%
256,828
+193,166
771
$46.7M 0.01%
1,024,349
+19,116
772
$46.4M 0.01%
1,097,306
-24,910
773
$46.3M 0.01%
1,408,535
-79,125
774
$46.3M 0.01%
1,359,785
+33,526
775
$46.2M 0.01%
5,434,899
+3,336,956