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
1126
$19.4M ﹤0.01%
330,637
-179,284
1127
$19.4M ﹤0.01%
279,025
-29,008
1128
$19.4M ﹤0.01%
816,411
+10,441
1129
$19.3M ﹤0.01%
387,056
-60,942
1130
$19.3M ﹤0.01%
1,774,162
-212,239
1131
$19.3M ﹤0.01%
718,238
+115,498
1132
$19.3M ﹤0.01%
718,363
+167,304
1133
$19.1M ﹤0.01%
2,364,724
+2,067,164
1134
$19.1M ﹤0.01%
1,929,808
-21,128
1135
$19M ﹤0.01%
983,858
-1,453,802
1136
$19M ﹤0.01%
705,212
-536,095
1137
$19M ﹤0.01%
4,770,131
+1,230,982
1138
$19M ﹤0.01%
646,797
+530,872
1139
$18.9M ﹤0.01%
6,807,492
+6,245,611
1140
$18.9M ﹤0.01%
707,068
-39,345
1141
$18.8M ﹤0.01%
2,055,077
+139,320
1142
$18.8M ﹤0.01%
675,120
+215,680
1143
$18.7M ﹤0.01%
228,856
+110,935
1144
$18.7M ﹤0.01%
341,202
-88,514
1145
$18.7M ﹤0.01%
340,699
-327,725
1146
$18.7M ﹤0.01%
1,695,819
+26,680
1147
$18.6M ﹤0.01%
438,288
-47,352
1148
$18.6M ﹤0.01%
3,277,909
+4,689
1149
$18.5M ﹤0.01%
586,920
-161,233
1150
$18.5M ﹤0.01%
132,090
-1,020,961