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
1301
$13.3M ﹤0.01%
660,551
+164,526
1302
$13.3M ﹤0.01%
257,295
+207,517
1303
$13.3M ﹤0.01%
499,935
+485,090
1304
$13.3M ﹤0.01%
1,392,883
+19,033
1305
$13.2M ﹤0.01%
6,189,224
-335,521
1306
$13.2M ﹤0.01%
162,640
-6,604
1307
$13.2M ﹤0.01%
196,149
+1,830
1308
$13.2M ﹤0.01%
367,219
+74,060
1309
$13.2M ﹤0.01%
264,362
+88,138
1310
$13.2M ﹤0.01%
1,935,915
-38,773
1311
$13.2M ﹤0.01%
3,961,545
+3,632,360
1312
$13M ﹤0.01%
517,887
+84,350
1313
$13M ﹤0.01%
242,251
+2,234
1314
$13M ﹤0.01%
148,558
-122,441
1315
$13M ﹤0.01%
314,423
-175,856
1316
$13M ﹤0.01%
1,225,626
-231,761
1317
$13M ﹤0.01%
181,432
-21,934
1318
$13M ﹤0.01%
140,760
-2,642
1319
$13M ﹤0.01%
576,457
+240,243
1320
$12.9M ﹤0.01%
1,188,242
-739,952
1321
$12.9M ﹤0.01%
85,622
+11,671
1322
$12.9M ﹤0.01%
64,007
-217,101
1323
$12.9M ﹤0.01%
232,574
-6,602
1324
$12.9M ﹤0.01%
200,592
-155,539
1325
$12.9M ﹤0.01%
1,214,617
+273,623