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
1701
$6.87M ﹤0.01%
369,651
-515,721
1702
$6.84M ﹤0.01%
320,067
+295,640
1703
$6.83M ﹤0.01%
276,402
-324,895
1704
$6.82M ﹤0.01%
273,774
+66,538
1705
$6.82M ﹤0.01%
593,489
+238,572
1706
$6.82M ﹤0.01%
676,448
+271,648
1707
$6.82M ﹤0.01%
954,626
-213,344
1708
$6.81M ﹤0.01%
1,676,510
+1,554,122
1709
$6.8M ﹤0.01%
233,259
-37,740
1710
$6.8M ﹤0.01%
76,054
+60,122
1711
$6.76M ﹤0.01%
618,769
-144,251
1712
$6.76M ﹤0.01%
395,837
-87,412
1713
$6.76M ﹤0.01%
571,225
-8,265
1714
$6.7M ﹤0.01%
506,334
-813,692
1715
$6.68M ﹤0.01%
292,258
+90,022
1716
$6.66M ﹤0.01%
150,878
-66,759
1717
$6.63M ﹤0.01%
357,145
+101,385
1718
$6.62M ﹤0.01%
681,518
+15,985
1719
$6.58M ﹤0.01%
267,908
-421,411
1720
$6.58M ﹤0.01%
515,353
-25,106
1721
$6.57M ﹤0.01%
250,335
+206,717
1722
$6.55M ﹤0.01%
471,475
+321,840
1723
$6.55M ﹤0.01%
84,945
+34,760
1724
$6.52M ﹤0.01%
10,946
+3,304
1725
$6.51M ﹤0.01%
391,640
+353,122