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
1001
$24.7M 0.01%
1,601,189
+17,738
1002
$24.7M 0.01%
1,071,783
-13,358
1003
$24.7M 0.01%
57,007
+17,882
1004
$24.5M 0.01%
878,499
-228,261
1005
$24.5M 0.01%
584,588
+123,335
1006
$24.5M 0.01%
1,006,492
+47,870
1007
$24.5M 0.01%
238,021
+25,699
1008
$24.4M 0.01%
114,810
+8,013
1009
$24.4M 0.01%
1,377,383
+282,120
1010
$24.4M 0.01%
1,010,200
-186,135
1011
$24.2M 0.01%
4,725,952
+375,909
1012
$24.2M 0.01%
460,536
+442,826
1013
$24.1M 0.01%
2,946,999
-76,075
1014
$24.1M 0.01%
132,477
+87,842
1015
$24M 0.01%
1,938,041
+656,643
1016
$24M 0.01%
3,810,915
+118,059
1017
$24M 0.01%
1,198,288
-348,619
1018
$23.6M 0.01%
1,512,470
+748,084
1019
$23.6M 0.01%
333,382
+19,261
1020
$23.5M 0.01%
1,731,122
-1,281,993
1021
$23.5M 0.01%
460,383
+25,693
1022
$23.4M 0.01%
549,557
+222,581
1023
$23.4M 0.01%
659,200
-947,020
1024
$23.3M 0.01%
209,636
+25,232
1025
$23.3M 0.01%
503,758
+326,786