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
776
$46.2M 0.01%
759,554
-13,790
777
$46.1M 0.01%
1,424,497
+49,785
778
$46.1M 0.01%
347,968
+284,088
779
$45.8M 0.01%
1,333,361
-165,488
780
$45.7M 0.01%
646,712
-10,690
781
$45.6M 0.01%
619,481
-38,634
782
$45.5M 0.01%
1,935,116
-4,455,502
783
$45.4M 0.01%
1,983,492
-168,831
784
$45.3M 0.01%
1,319,986
+191,954
785
$45M 0.01%
1,436,323
+142,314
786
$45M 0.01%
29,806,095
+17,832,855
787
$44.7M 0.01%
4,382,998
+198,234
788
$44.6M 0.01%
5,117,637
+1,365,854
789
$44.4M 0.01%
441,916
+177,482
790
$43.9M 0.01%
2,731,219
-937,926
791
$43.9M 0.01%
1,966,920
-436,164
792
$43.5M 0.01%
893,182
-6,629,770
793
$43.4M 0.01%
292,408
+23,270
794
$43.3M 0.01%
887,091
+332,368
795
$43.3M 0.01%
996,311
796
$43.1M 0.01%
2,698,595
-590,823
797
$43M 0.01%
1,645,716
+168,134
798
$42.7M 0.01%
511,152
+168,781
799
$42.7M 0.01%
446,193
-63,951
800
$42.5M 0.01%
898,111
+252,743