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
1476
$10M ﹤0.01%
402,479
+400,066
1477
$10M ﹤0.01%
599,063
-1,061,416
1478
$9.99M ﹤0.01%
822,222
+86,752
1479
$9.99M ﹤0.01%
93,659
-41,096
1480
$9.98M ﹤0.01%
486,616
-5,862
1481
$9.97M ﹤0.01%
1,395,998
+314,976
1482
$9.94M ﹤0.01%
362,922
+95,392
1483
$9.92M ﹤0.01%
458,548
-26,751
1484
$9.91M ﹤0.01%
+979,530
1485
$9.89M ﹤0.01%
80,379
+63,682
1486
$9.89M ﹤0.01%
763,497
-266,714
1487
$9.88M ﹤0.01%
688,090
+509,388
1488
$9.85M ﹤0.01%
520,838
+45,293
1489
$9.85M ﹤0.01%
100,728
+80,098
1490
$9.84M ﹤0.01%
406,397
-196,169
1491
$9.84M ﹤0.01%
794,041
+353,167
1492
$9.82M ﹤0.01%
892,911
-560,458
1493
$9.8M ﹤0.01%
541,172
-170,568
1494
$9.78M ﹤0.01%
157,626
-181,646
1495
$9.74M ﹤0.01%
864,586
-194,096
1496
$9.72M ﹤0.01%
375,843
+146,116
1497
$9.72M ﹤0.01%
862,365
-148,210
1498
$9.72M ﹤0.01%
811,976
+98,406
1499
$9.71M ﹤0.01%
192,222
-52,434
1500
$9.71M ﹤0.01%
81,971
+4,294