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
1851
$5.34M ﹤0.01%
364,793
-132,946
1852
$5.34M ﹤0.01%
817,140
+624,419
1853
$5.32M ﹤0.01%
87,261
+29,553
1854
$5.3M ﹤0.01%
1,284,051
-16,415
1855
$5.29M ﹤0.01%
427,041
+87,661
1856
$5.29M ﹤0.01%
247,067
-1,650
1857
$5.29M ﹤0.01%
97,975
-2,523
1858
$5.28M ﹤0.01%
194,224
-66,598
1859
$5.28M ﹤0.01%
447,055
+193,374
1860
$5.26M ﹤0.01%
26,849
+9,631
1861
$5.26M ﹤0.01%
210,650
+99,438
1862
$5.26M ﹤0.01%
67,206
-1,829
1863
$5.25M ﹤0.01%
8,195,429
+103,986
1864
$5.24M ﹤0.01%
118,931
+18,458
1865
$5.24M ﹤0.01%
23,568
+539
1866
$5.23M ﹤0.01%
88,154
-6,455
1867
$5.22M ﹤0.01%
1,173,574
+381,422
1868
$5.22M ﹤0.01%
+204,174
1869
$5.22M ﹤0.01%
1,095,909
-234,103
1870
$5.21M ﹤0.01%
398,995
+185,820
1871
$5.21M ﹤0.01%
350,500
+11,410
1872
$5.17M ﹤0.01%
123,571
-41,421
1873
$5.16M ﹤0.01%
260,139
+150,764
1874
$5.16M ﹤0.01%
581,368
+82,604
1875
$5.16M ﹤0.01%
423,061
+42,248