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
1401
$11.3M ﹤0.01%
2,483,713
-734,059
1402
$11.3M ﹤0.01%
341,895
+32,382
1403
$11.3M ﹤0.01%
798,500
+151,245
1404
$11.3M ﹤0.01%
663,733
+530,230
1405
$11.2M ﹤0.01%
+513,131
1406
$11.2M ﹤0.01%
277,500
-177,858
1407
$11.2M ﹤0.01%
473,392
+77,455
1408
$11.2M ﹤0.01%
1,507,801
-6,004
1409
$11.2M ﹤0.01%
272,637
-31,164
1410
$11.2M ﹤0.01%
236,455
-65,959
1411
$11.1M ﹤0.01%
421,061
-37,291
1412
$11.1M ﹤0.01%
231,262
+118,684
1413
$11.1M ﹤0.01%
115,073
+30,058
1414
$11.1M ﹤0.01%
926,252
-133,801
1415
$11.1M ﹤0.01%
771,819
-76,222
1416
$11.1M ﹤0.01%
255,778
+129,332
1417
$11.1M ﹤0.01%
463,668
+43,612
1418
$11.1M ﹤0.01%
622,865
+586,649
1419
$11.1M ﹤0.01%
462,177
+56,137
1420
$11.1M ﹤0.01%
870,830
+237,821
1421
$11M ﹤0.01%
60,617
+10,015
1422
$11M ﹤0.01%
2,371
+2,349
1423
$11M ﹤0.01%
171,112
+85,504
1424
$10.9M ﹤0.01%
44,057
+211
1425
$10.9M ﹤0.01%
297,808
-12,102