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
1026
$23.2M 0.01%
597,856
+26,504
1027
$23.1M 0.01%
313,685
+30,418
1028
$23.1M 0.01%
924,559
-49,665
1029
$23M 0.01%
1,338,922
+657,155
1030
$22.9M 0.01%
108,602
-18,142
1031
$22.9M 0.01%
615,303
-29,125
1032
$22.9M 0.01%
517,205
+353,585
1033
$22.9M 0.01%
698,552
+92,946
1034
$22.8M 0.01%
1,320,135
-231,289
1035
$22.7M 0.01%
636,602
+170,875
1036
$22.7M 0.01%
340,983
+61,880
1037
$22.6M 0.01%
3,456,546
-824,092
1038
$22.6M 0.01%
1,839,222
+49,881
1039
$22.6M 0.01%
298,307
-153,243
1040
$22.5M 0.01%
1,913,843
+11,537
1041
$22.5M 0.01%
373,932
-123,724
1042
$22.4M 0.01%
638,807
+50,412
1043
$22.4M 0.01%
501,520
-110,204
1044
$22.4M 0.01%
758,081
+727,638
1045
$22.3M 0.01%
500,198
-155,839
1046
$22.3M 0.01%
619,394
-289,856
1047
$22.3M 0.01%
1,118,754
+603,191
1048
$22.3M 0.01%
1,162,134
+48,402
1049
$22.2M 0.01%
345,874
+249,359
1050
$22.1M 0.01%
974,072
+827,268