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
1076
$21.2M 0.01%
435,413
-282,696
1077
$21.2M 0.01%
579,257
-733,243
1078
$21.2M 0.01%
100,398
-83,157
1079
$21.2M 0.01%
1,139,979
+188,408
1080
$21.2M 0.01%
1,310,803
+40,602
1081
$21.2M 0.01%
881,360
-423,080
1082
$21.2M 0.01%
258,164
+65,258
1083
$21.2M 0.01%
586,899
+586,765
1084
$20.9M ﹤0.01%
2,436,355
+894,700
1085
$20.9M ﹤0.01%
164,360
-51,391
1086
$20.9M ﹤0.01%
+399,603
1087
$20.9M ﹤0.01%
243,246
+25,452
1088
$20.8M ﹤0.01%
575,536
+221,958
1089
$20.8M ﹤0.01%
749,836
+65,858
1090
$20.8M ﹤0.01%
4,042,692
+2,512,282
1091
$20.8M ﹤0.01%
3,857,810
+136,392
1092
$20.8M ﹤0.01%
202,350
+84,185
1093
$20.7M ﹤0.01%
1,074,860
+384,830
1094
$20.6M ﹤0.01%
422,228
-156,122
1095
$20.6M ﹤0.01%
435,479
+434,979
1096
$20.6M ﹤0.01%
244,274
+89,668
1097
$20.5M ﹤0.01%
1,662,871
-47,444
1098
$20.5M ﹤0.01%
935,686
-110,666
1099
$20.5M ﹤0.01%
1,147,267
+272,162
1100
$20.5M ﹤0.01%
467,743
-65,860