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
1251
$15.2M ﹤0.01%
1,245,993
+306,809
1252
$15M ﹤0.01%
981,005
-150,975
1253
$15M ﹤0.01%
783,686
+770,711
1254
$14.9M ﹤0.01%
294,925
-30,379
1255
$14.9M ﹤0.01%
1,604,542
+58,939
1256
$14.9M ﹤0.01%
1,059,929
+403,490
1257
$14.9M ﹤0.01%
2,124,811
+1,208,825
1258
$14.9M ﹤0.01%
672,016
-577
1259
$14.9M ﹤0.01%
270,456
+146,055
1260
$14.8M ﹤0.01%
6,281,360
-3,942,798
1261
$14.6M ﹤0.01%
710,727
-73,995
1262
$14.6M ﹤0.01%
1,160,969
-376,225
1263
$14.5M ﹤0.01%
1,027,691
-144,255
1264
$14.5M ﹤0.01%
239,257
-3,600
1265
$14.5M ﹤0.01%
1,245,841
+78,884
1266
$14.5M ﹤0.01%
1,292,829
-7,699
1267
$14.4M ﹤0.01%
145,555
+64,245
1268
$14.4M ﹤0.01%
161,831
-120,615
1269
$14.3M ﹤0.01%
901,651
+10,008
1270
$14.3M ﹤0.01%
526,602
-298,794
1271
$14.3M ﹤0.01%
454,456
+55,625
1272
$14.2M ﹤0.01%
643,585
+161,847
1273
$14.1M ﹤0.01%
309,809
-735,759
1274
$14.1M ﹤0.01%
651,749
-2,115,893
1275
$14M ﹤0.01%
1,650,874
-259,962