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
851
$36.8M 0.01%
4,051,195
+17,903
852
$36.8M 0.01%
1,291,365
+1,120,972
853
$36.6M 0.01%
+414,509
854
$36.5M 0.01%
2,795,666
+2,482,649
855
$36.5M 0.01%
1,634,108
+142,756
856
$36.3M 0.01%
507,139
-58,665
857
$36.3M 0.01%
3,051,922
-2,282,539
858
$36M 0.01%
1,308,830
-4,706
859
$36M 0.01%
3,239,104
-1,625,474
860
$35.8M 0.01%
2,267,940
+1,457,091
861
$35.8M 0.01%
127,990
+4,432
862
$35.7M 0.01%
535,168
+248,933
863
$35.7M 0.01%
485,449
+39,563
864
$35.4M 0.01%
429,708
+17,098
865
$35.4M 0.01%
1,434,347
-81,821
866
$35.4M 0.01%
1,040,686
+352,649
867
$35.2M 0.01%
6,485,842
+169,311
868
$35M 0.01%
2,178,029
+443,775
869
$35M 0.01%
2,297,803
-563,936
870
$34.8M 0.01%
896,260
+486,624
871
$34.7M 0.01%
3,359,414
-64,813
872
$34.6M 0.01%
634,083
+118,670
873
$34.6M 0.01%
863,503
-208,799
874
$34.5M 0.01%
587,539
+17,305
875
$34.3M 0.01%
3,264,766
+194,712