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
1426
$10.9M ﹤0.01%
992,521
+325,545
1427
$10.9M ﹤0.01%
570,597
+52,690
1428
$10.8M ﹤0.01%
448,190
-278,810
1429
$10.8M ﹤0.01%
1,358,962
-2,954
1430
$10.8M ﹤0.01%
1,492,310
-830,705
1431
$10.8M ﹤0.01%
114,153
-334,380
1432
$10.8M ﹤0.01%
753,921
+174,482
1433
$10.8M ﹤0.01%
141,444
+6,442
1434
$10.7M ﹤0.01%
585,966
-64,456
1435
$10.7M ﹤0.01%
461,120
+361,181
1436
$10.6M ﹤0.01%
536,249
-16,007
1437
$10.6M ﹤0.01%
615,389
-264,785
1438
$10.6M ﹤0.01%
271,435
-13,083
1439
$10.6M ﹤0.01%
590,881
+166,205
1440
$10.6M ﹤0.01%
101,640
+17,885
1441
$10.6M ﹤0.01%
355,135
-44,072
1442
$10.6M ﹤0.01%
625,581
+329,683
1443
$10.5M ﹤0.01%
379,262
-251,450
1444
$10.5M ﹤0.01%
86,905
+55,428
1445
$10.5M ﹤0.01%
114,478
-7,615
1446
$10.5M ﹤0.01%
201,681
-16,224
1447
$10.5M ﹤0.01%
161,294
-79,444
1448
$10.5M ﹤0.01%
35,823
-1,040
1449
$10.5M ﹤0.01%
6,912,801
-2,796,411
1450
$10.5M ﹤0.01%
271,967
+52,743