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
1576
$8.51M ﹤0.01%
59,002
-903
1577
$8.49M ﹤0.01%
672,658
-6,964
1578
$8.47M ﹤0.01%
885,522
-51,272
1579
$8.47M ﹤0.01%
702,605
+377,061
1580
$8.43M ﹤0.01%
752,296
+83,478
1581
$8.4M ﹤0.01%
+825,910
1582
$8.4M ﹤0.01%
457,106
-107,805
1583
$8.36M ﹤0.01%
595,702
+150,983
1584
$8.35M ﹤0.01%
1,142,643
+466,862
1585
$8.32M ﹤0.01%
51,547
+21,979
1586
$8.29M ﹤0.01%
438,019
-56,319
1587
$8.27M ﹤0.01%
163,833
-1,230,430
1588
$8.27M ﹤0.01%
615,430
+254,623
1589
$8.25M ﹤0.01%
194,615
-44,014
1590
$8.25M ﹤0.01%
364,686
-6,308,157
1591
$8.21M ﹤0.01%
173,046
+114,889
1592
$8.21M ﹤0.01%
253,963
+235,967
1593
$8.21M ﹤0.01%
1,050,809
+231,053
1594
$8.15M ﹤0.01%
1,072,320
-797,393
1595
$8.14M ﹤0.01%
285,789
+152,977
1596
$8.13M ﹤0.01%
325,244
+2,613
1597
$8.11M ﹤0.01%
168,978
+110,100
1598
$8.09M ﹤0.01%
128,444
-26,310
1599
$8.09M ﹤0.01%
134,143
+119,522
1600
$8.08M ﹤0.01%
1,038,067
-205,028