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
1526
$9.3M ﹤0.01%
8,999
-1,058
1527
$9.28M ﹤0.01%
1,197,732
-405,840
1528
$9.27M ﹤0.01%
642,494
-61,920
1529
$9.27M ﹤0.01%
299,893
+22,696
1530
$9.24M ﹤0.01%
104,490
-80,986
1531
$9.24M ﹤0.01%
2,766,088
+2,246,358
1532
$9.2M ﹤0.01%
92,348
-129,545
1533
$9.2M ﹤0.01%
1,138,287
+314,947
1534
$9.19M ﹤0.01%
358,580
-507,038
1535
$9.18M ﹤0.01%
353,471
+211,271
1536
$9.18M ﹤0.01%
+2,528,585
1537
$9.17M ﹤0.01%
692,382
+3,210
1538
$9.13M ﹤0.01%
213,082
-1,944,822
1539
$9.13M ﹤0.01%
1,101,339
+239,230
1540
$9.13M ﹤0.01%
196,849
-2,850
1541
$9.11M ﹤0.01%
143,146
-324,714
1542
$9.11M ﹤0.01%
347,738
-40,769
1543
$9.1M ﹤0.01%
85,437
-10,256
1544
$9.09M ﹤0.01%
223,355
-84,474
1545
$9.09M ﹤0.01%
327,825
+4,708
1546
$9.06M ﹤0.01%
88,474
-17,602
1547
$9.05M ﹤0.01%
568,940
+418,719
1548
$9.04M ﹤0.01%
88,387
-7,386
1549
$8.99M ﹤0.01%
439,153
-182,999
1550
$8.98M ﹤0.01%
440,048
+87,923