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
1201
$16.5M ﹤0.01%
1,177,535
+145,909
1202
$16.5M ﹤0.01%
242,962
+170,134
1203
$16.5M ﹤0.01%
471,288
-27,051
1204
$16.4M ﹤0.01%
183,990
+101,845
1205
$16.3M ﹤0.01%
2,564,634
+185,405
1206
$16.3M ﹤0.01%
3,155,476
-161,689
1207
$16.3M ﹤0.01%
186,875
+20,970
1208
$16.2M ﹤0.01%
1,503,299
-558,614
1209
$16.2M ﹤0.01%
3,224,979
-279,682
1210
$16.2M ﹤0.01%
597,334
+10,901
1211
$16.2M ﹤0.01%
193,943
-177,372
1212
$16.1M ﹤0.01%
233,870
+105,446
1213
$16.1M ﹤0.01%
910,842
-199,783
1214
$16.1M ﹤0.01%
740,387
-164,756
1215
$16M ﹤0.01%
852,938
+116,591
1216
$16M ﹤0.01%
988,321
+649,095
1217
$16M ﹤0.01%
243,730
+88,336
1218
$16M ﹤0.01%
1,314,020
-426,505
1219
$16M ﹤0.01%
18,427,514
+17,559,486
1220
$16M ﹤0.01%
339,384
-82,983
1221
$15.9M ﹤0.01%
481,166
+381,359
1222
$15.9M ﹤0.01%
270,126
+13,741
1223
$15.8M ﹤0.01%
212,265
+26,854
1224
$15.8M ﹤0.01%
654,083
+330,941
1225
$15.8M ﹤0.01%
4,303,912
-834,688