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
1276
$14M ﹤0.01%
+1,421,052
1277
$14M ﹤0.01%
807,034
+125,301
1278
$13.9M ﹤0.01%
253,816
+112,704
1279
$13.9M ﹤0.01%
293,848
+22,248
1280
$13.9M ﹤0.01%
300,218
+63,543
1281
$13.9M ﹤0.01%
327,830
-48,331
1282
$13.9M ﹤0.01%
365,165
-225,549
1283
$13.9M ﹤0.01%
730,336
+434,662
1284
$13.9M ﹤0.01%
1,051,757
-12,539
1285
$13.8M ﹤0.01%
609,641
+7,335
1286
$13.8M ﹤0.01%
423,275
-30,540
1287
$13.7M ﹤0.01%
8,338
+1,190
1288
$13.7M ﹤0.01%
402,621
+74,855
1289
$13.7M ﹤0.01%
722,192
-82,895
1290
$13.7M ﹤0.01%
339,195
-36,654
1291
$13.6M ﹤0.01%
70,883
+7,744
1292
$13.6M ﹤0.01%
372,078
+76,080
1293
$13.5M ﹤0.01%
435,912
-33,525
1294
$13.5M ﹤0.01%
233,543
+96,624
1295
$13.5M ﹤0.01%
1,103,351
+53,016
1296
$13.5M ﹤0.01%
153,656
-14,204
1297
$13.4M ﹤0.01%
685,079
+505,436
1298
$13.4M ﹤0.01%
295,077
+120,695
1299
$13.3M ﹤0.01%
130,376
+12,870
1300
$13.3M ﹤0.01%
4,106,355
+448,933