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
1676
$7.27M ﹤0.01%
272,730
+87,352
1677
$7.24M ﹤0.01%
145,735
-14,904
1678
$7.2M ﹤0.01%
280,094
-394,740
1679
$7.17M ﹤0.01%
147,398
-2,152
1680
$7.17M ﹤0.01%
312,893
-560,227
1681
$7.13M ﹤0.01%
51,012
-68,850
1682
$7.13M ﹤0.01%
188,801
+41,869
1683
$7.11M ﹤0.01%
159,323
+45,943
1684
$7.1M ﹤0.01%
83,090
+29,478
1685
$7.09M ﹤0.01%
328,400
1686
$7.09M ﹤0.01%
70,310
+33,266
1687
$7.08M ﹤0.01%
86,569
+76,416
1688
$7.05M ﹤0.01%
243,753
+235,393
1689
$7.03M ﹤0.01%
134,412
+33,443
1690
$7.01M ﹤0.01%
236,333
-38,491
1691
$6.97M ﹤0.01%
371,041
-35,227
1692
$6.94M ﹤0.01%
650,782
+231,291
1693
$6.93M ﹤0.01%
130,535
-5,458
1694
$6.93M ﹤0.01%
466,615
+396,662
1695
$6.93M ﹤0.01%
138,360
-52,497
1696
$6.92M ﹤0.01%
311,432
+129,374
1697
$6.91M ﹤0.01%
259,090
-534,068
1698
$6.91M ﹤0.01%
451,654
-251,278
1699
$6.88M ﹤0.01%
182,785
-18,580
1700
$6.88M ﹤0.01%
951,109
+609,967