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
1326
$12.9M ﹤0.01%
1,257,856
+577
1327
$12.8M ﹤0.01%
356,332
-156,608
1328
$12.8M ﹤0.01%
271,722
-265,229
1329
$12.8M ﹤0.01%
179,887
+57,738
1330
$12.8M ﹤0.01%
259,918
-507,034
1331
$12.8M ﹤0.01%
922,978
+836,535
1332
$12.8M ﹤0.01%
779,292
-149,569
1333
$12.8M ﹤0.01%
103,064
+32,648
1334
$12.7M ﹤0.01%
2,061,943
+1,205,694
1335
$12.7M ﹤0.01%
302,273
+137,943
1336
$12.7M ﹤0.01%
304,212
+105,582
1337
$12.7M ﹤0.01%
1,570,978
+530,936
1338
$12.7M ﹤0.01%
556,292
+14,253
1339
$12.7M ﹤0.01%
379,196
+10,350
1340
$12.6M ﹤0.01%
423,636
-210,319
1341
$12.6M ﹤0.01%
200,340
-278,159
1342
$12.6M ﹤0.01%
1,458,091
+1,340,270
1343
$12.6M ﹤0.01%
396,326
-21,425
1344
$12.6M ﹤0.01%
1,186,880
-21,593
1345
$12.6M ﹤0.01%
427,767
-836,109
1346
$12.5M ﹤0.01%
467,690
-3,086
1347
$12.5M ﹤0.01%
391,611
-95,847
1348
$12.5M ﹤0.01%
959,426
+267,946
1349
$12.5M ﹤0.01%
373,640
+99,294
1350
$12.5M ﹤0.01%
357,849
+325,903