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
1801
$5.74M ﹤0.01%
133,557
+69,007
1802
$5.74M ﹤0.01%
102,775
+65,510
1803
$5.72M ﹤0.01%
2,802,903
+135,197
1804
$5.72M ﹤0.01%
87,170
-9,909
1805
$5.71M ﹤0.01%
266,259
-151,081
1806
$5.71M ﹤0.01%
679,518
+420,681
1807
$5.68M ﹤0.01%
587,914
+479,671
1808
$5.68M ﹤0.01%
160,784
+85,612
1809
$5.66M ﹤0.01%
247,150
+69,528
1810
$5.65M ﹤0.01%
122,446
-76,692
1811
$5.64M ﹤0.01%
56,659
-30,920
1812
$5.61M ﹤0.01%
214,570
+199,032
1813
$5.61M ﹤0.01%
419,479
+125,972
1814
$5.6M ﹤0.01%
148,650
+33,278
1815
$5.59M ﹤0.01%
2,175,123
+788,007
1816
$5.56M ﹤0.01%
410,450
+406,148
1817
$5.55M ﹤0.01%
+562,281
1818
$5.54M ﹤0.01%
+558,850
1819
$5.54M ﹤0.01%
235,901
-466,119
1820
$5.54M ﹤0.01%
897,298
-34,441
1821
$5.53M ﹤0.01%
2,126,262
+359,184
1822
$5.53M ﹤0.01%
374,980
+81,115
1823
$5.52M ﹤0.01%
183,965
-742,747
1824
$5.5M ﹤0.01%
135,996
-9,922
1825
$5.5M ﹤0.01%
248,093
+162,509