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
1451
$10.4M ﹤0.01%
121,731
-26,808
1452
$10.4M ﹤0.01%
952,860
-316,750
1453
$10.4M ﹤0.01%
321,288
-45,607
1454
$10.4M ﹤0.01%
330,116
-646,628
1455
$10.4M ﹤0.01%
2,432,663
+80,070
1456
$10.4M ﹤0.01%
1,356,225
+364,259
1457
$10.4M ﹤0.01%
923,014
+5,578
1458
$10.4M ﹤0.01%
485,424
+305,572
1459
$10.3M ﹤0.01%
407,364
+251,542
1460
$10.3M ﹤0.01%
349,298
+71,049
1461
$10.3M ﹤0.01%
370,231
-691
1462
$10.3M ﹤0.01%
464,433
+137,613
1463
$10.3M ﹤0.01%
199,870
+99,068
1464
$10.3M ﹤0.01%
712,038
+451,033
1465
$10.2M ﹤0.01%
301,933
-551,609
1466
$10.2M ﹤0.01%
394,866
+30,892
1467
$10.2M ﹤0.01%
288,379
-387,680
1468
$10.2M ﹤0.01%
227,408
-5,623,150
1469
$10.1M ﹤0.01%
155,489
-81,491
1470
$10.1M ﹤0.01%
144,011
-22,476
1471
$10.1M ﹤0.01%
301,262
+158,924
1472
$10.1M ﹤0.01%
137,444
-22,221
1473
$10.1M ﹤0.01%
27,371
+943
1474
$10M ﹤0.01%
45,808
-85,203
1475
$10M ﹤0.01%
398,650
+111,555