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
1751
$6.21M ﹤0.01%
357,011
-189,797
1752
$6.21M ﹤0.01%
221,632
+151,767
1753
$6.17M ﹤0.01%
82,978
-17,491
1754
$6.17M ﹤0.01%
139,298
+106,710
1755
$6.15M ﹤0.01%
278,190
-553,496
1756
$6.14M ﹤0.01%
175,317
+134,027
1757
$6.12M ﹤0.01%
413,992
+75,757
1758
$6.12M ﹤0.01%
319,188
+48,169
1759
$6.12M ﹤0.01%
1,309,510
+228,707
1760
$6.11M ﹤0.01%
127,703
+96,229
1761
$6.11M ﹤0.01%
185,588
-6,975
1762
$6.09M ﹤0.01%
570,641
+544,213
1763
$6.08M ﹤0.01%
515,651
-122,879
1764
$6.08M ﹤0.01%
42,148
-13,192
1765
$6.07M ﹤0.01%
317,552
-5,059
1766
$6.06M ﹤0.01%
162,975
-155,168
1767
$6.05M ﹤0.01%
155,524
-4,068
1768
$6.03M ﹤0.01%
838,928
-424,781
1769
$6.03M ﹤0.01%
9,471
+9,179
1770
$5.99M ﹤0.01%
108,632
+55,034
1771
$5.99M ﹤0.01%
108,440
+46,633
1772
$5.97M ﹤0.01%
139,246
+9,835
1773
$5.95M ﹤0.01%
802,001
+200,699
1774
$5.95M ﹤0.01%
663,247
+302,847
1775
$5.95M ﹤0.01%
480,885
+120,748