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
1176
$17.7M ﹤0.01%
379,023
-672,965
1177
$17.5M ﹤0.01%
210,736
+131,254
1178
$17.5M ﹤0.01%
3,580,378
-27,808
1179
$17.4M ﹤0.01%
919,629
-30,000
1180
$17.4M ﹤0.01%
1,611,533
+335,923
1181
$17.4M ﹤0.01%
175,858
-17,824
1182
$17.4M ﹤0.01%
437,886
+345,477
1183
$17.3M ﹤0.01%
65,842
-85,623
1184
$17.3M ﹤0.01%
705,115
+174,117
1185
$17.2M ﹤0.01%
914,954
-138,040
1186
$17.2M ﹤0.01%
362,128
-785,969
1187
$17.1M ﹤0.01%
635,326
+302,663
1188
$17M ﹤0.01%
902,204
-904,230
1189
$17M ﹤0.01%
939,692
+817,915
1190
$17M ﹤0.01%
269,473
-1,032,505
1191
$16.9M ﹤0.01%
685,817
-100,000
1192
$16.9M ﹤0.01%
263,738
-5,605
1193
$16.9M ﹤0.01%
545,374
-87,907
1194
$16.8M ﹤0.01%
464,427
+116,048
1195
$16.8M ﹤0.01%
3,580,618
-450,258
1196
$16.7M ﹤0.01%
271,829
-130,524
1197
$16.7M ﹤0.01%
492,237
-37,168
1198
$16.7M ﹤0.01%
1,729,496
+915,952
1199
$16.7M ﹤0.01%
558,157
+22,395
1200
$16.6M ﹤0.01%
212,467
-95,367