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
951
$27.9M 0.01%
4,423,193
+4,187,944
952
$27.7M 0.01%
479,104
-58,042
953
$27.6M 0.01%
1,309,667
-208,107
954
$27.6M 0.01%
779,848
+627,528
955
$27.6M 0.01%
1,977,121
+52,125
956
$27.5M 0.01%
2,520,756
+289,057
957
$27.5M 0.01%
339,280
+62,939
958
$27.4M 0.01%
1,004,394
-180,168
959
$27.4M 0.01%
289,424
+91,891
960
$27.4M 0.01%
1,903,479
-665,962
961
$27.3M 0.01%
970,776
+83,341
962
$27.1M 0.01%
219,373
-96,636
963
$27M 0.01%
2,267,852
+454,322
964
$26.8M 0.01%
2,048,105
+186,672
965
$26.8M 0.01%
922,656
+330,004
966
$26.6M 0.01%
1,470,531
-1,502,753
967
$26.6M 0.01%
340,076
-137,390
968
$26.5M 0.01%
490,000
969
$26.5M 0.01%
7,983,496
+7,341,345
970
$26.4M 0.01%
286,941
-166,992
971
$26.4M 0.01%
858,232
+15,053
972
$26.3M 0.01%
494,500
973
$26.2M 0.01%
2,640,796
+378,486
974
$26.1M 0.01%
350,684
+94,254
975
$26.1M 0.01%
556,338
+16,962