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
1776
$5.95M ﹤0.01%
1,642,710
+1,172,045
1777
$5.94M ﹤0.01%
198,920
-23,617
1778
$5.93M ﹤0.01%
+603,000
1779
$5.92M ﹤0.01%
46,400
+14,819
1780
$5.92M ﹤0.01%
545,597
-53,519
1781
$5.92M ﹤0.01%
439,076
-152,348
1782
$5.91M ﹤0.01%
121,651
+57,814
1783
$5.9M ﹤0.01%
434,526
+160,205
1784
$5.9M ﹤0.01%
122,219
+2,642
1785
$5.89M ﹤0.01%
532,983
-1,800,528
1786
$5.87M ﹤0.01%
68,505
+31,885
1787
$5.85M ﹤0.01%
139,843
+67,066
1788
$5.84M ﹤0.01%
490,256
+65,718
1789
$5.82M ﹤0.01%
296,869
+154,773
1790
$5.8M ﹤0.01%
319,809
-30,001
1791
$5.8M ﹤0.01%
1,223,947
+106,866
1792
$5.79M ﹤0.01%
+575,194
1793
$5.78M ﹤0.01%
549,873
+401,343
1794
$5.77M ﹤0.01%
268,635
+168,538
1795
$5.77M ﹤0.01%
127,373
+104,607
1796
$5.76M ﹤0.01%
540,798
+298,156
1797
$5.76M ﹤0.01%
108,892
-126,474
1798
$5.76M ﹤0.01%
100,519
-28,864
1799
$5.76M ﹤0.01%
70,213
-116,837
1800
$5.75M ﹤0.01%
142,396
+38,244