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
1926
$4.79M ﹤0.01%
200,143
+24,846
1927
$4.79M ﹤0.01%
164,020
+107,489
1928
$4.78M ﹤0.01%
534,309
-1,314,266
1929
$4.76M ﹤0.01%
75,297
+54,348
1930
$4.76M ﹤0.01%
88,196
-156
1931
$4.76M ﹤0.01%
258,841
+112,058
1932
$4.75M ﹤0.01%
107,534
-9,745
1933
$4.74M ﹤0.01%
416,794
+241,948
1934
$4.73M ﹤0.01%
108,024
+38,823
1935
$4.72M ﹤0.01%
175,063
-177,020
1936
$4.71M ﹤0.01%
193,667
-102,391
1937
$4.71M ﹤0.01%
31,220
-60,587
1938
$4.7M ﹤0.01%
62,929
-258
1939
$4.7M ﹤0.01%
484,071
-11,295
1940
$4.69M ﹤0.01%
+338,328
1941
$4.68M ﹤0.01%
146,877
-989,081
1942
$4.67M ﹤0.01%
326,602
-351,771
1943
$4.67M ﹤0.01%
164,556
-489,239
1944
$4.67M ﹤0.01%
434,703
-186,611
1945
$4.67M ﹤0.01%
446,881
-19,728
1946
$4.67M ﹤0.01%
42,056
+17,523
1947
$4.65M ﹤0.01%
195,580
-57,531
1948
$4.62M ﹤0.01%
84,189
+45,429
1949
$4.62M ﹤0.01%
182,728
+75,564
1950
$4.6M ﹤0.01%
182,070
+181,112