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
176
$501M 0.12%
3,502,341
+297,946
177
$489M 0.11%
3,154,743
-1,895,455
178
$489M 0.11%
7,124,091
+2,258,824
179
$484M 0.11%
5,881,160
+474,941
180
$481M 0.11%
11,890,939
+1,813,756
181
$481M 0.11%
4,076,347
-2,894,546
182
$471M 0.11%
2,220,881
-59,354
183
$467M 0.11%
10,994,299
+315,335
184
$463M 0.11%
17,261,708
-1,275,371
185
$461M 0.11%
1,456,795
+16,971
186
$452M 0.11%
3,250,593
+923,746
187
$451M 0.11%
11,969,707
-249,594
188
$451M 0.11%
49,908,324
+16,181,887
189
$450M 0.11%
5,377,333
+143,881
190
$446M 0.1%
11,023,089
+5,727,497
191
$444M 0.1%
4,336,414
-101,357
192
$441M 0.1%
33,716,800
+4,478,100
193
$439M 0.1%
19,926,426
+5,892,885
194
$436M 0.1%
2,336,442
+1,954,847
195
$435M 0.1%
2,296,655
-663,578
196
$435M 0.1%
2,299,687
+199,195
197
$434M 0.1%
7,613,600
-100,833
198
$433M 0.1%
7,305,089
+1,035,812
199
$433M 0.1%
1,360,804
-83,994
200
$433M 0.1%
4,892,396
+860,769