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
1826
$5.5M ﹤0.01%
390,048
+190,940
1827
$5.48M ﹤0.01%
244,720
-30,889
1828
$5.47M ﹤0.01%
154,389
-32,859
1829
$5.47M ﹤0.01%
61,251
+33,488
1830
$5.46M ﹤0.01%
116,447
-391,854
1831
$5.46M ﹤0.01%
484,257
-1,348,805
1832
$5.46M ﹤0.01%
129,549
-83,214
1833
$5.46M ﹤0.01%
744,875
+668,616
1834
$5.45M ﹤0.01%
287,554
-318,863
1835
$5.45M ﹤0.01%
93,858
-887,090
1836
$5.45M ﹤0.01%
423,110
+45,970
1837
$5.44M ﹤0.01%
1,562,468
-16,849
1838
$5.43M ﹤0.01%
244,294
+228,643
1839
$5.43M ﹤0.01%
411,662
-56,035
1840
$5.41M ﹤0.01%
730,047
+192,524
1841
$5.41M ﹤0.01%
99,249
+54,574
1842
$5.41M ﹤0.01%
369,017
-36,650
1843
$5.4M ﹤0.01%
523,114
-19,973
1844
$5.4M ﹤0.01%
53,719
-714,219
1845
$5.39M ﹤0.01%
388,064
-80,300
1846
$5.38M ﹤0.01%
16,178
+4,344
1847
$5.38M ﹤0.01%
224,975
-23,402
1848
$5.37M ﹤0.01%
167,854
+132,048
1849
$5.36M ﹤0.01%
887,491
+395,572
1850
$5.35M ﹤0.01%
562,804
+87,909