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
2051
$3.97M ﹤0.01%
37,120
+37,011
2052
$3.97M ﹤0.01%
622,894
+321,261
2053
$3.96M ﹤0.01%
78,387
+54,580
2054
$3.96M ﹤0.01%
74,456
+54,136
2055
$3.96M ﹤0.01%
229,374
+14,565
2056
$3.96M ﹤0.01%
11,599
+1,835
2057
$3.96M ﹤0.01%
216,673
+81,244
2058
$3.96M ﹤0.01%
26,264
+21,847
2059
$3.95M ﹤0.01%
872,848
+479,713
2060
$3.92M ﹤0.01%
128,584
+64,171
2061
$3.91M ﹤0.01%
85,919
+5,034
2062
$3.9M ﹤0.01%
124,644
+39,716
2063
$3.9M ﹤0.01%
642,932
-139,099
2064
$3.9M ﹤0.01%
100,984
-44,871
2065
$3.9M ﹤0.01%
148,779
-175,726
2066
$3.88M ﹤0.01%
2,043,822
+1,552,850
2067
$3.88M ﹤0.01%
57,910
-13,132
2068
$3.88M ﹤0.01%
24,416
+10,980
2069
$3.88M ﹤0.01%
277,385
+18,908
2070
$3.87M ﹤0.01%
246,984
-195,284
2071
$3.85M ﹤0.01%
192,474
+97,448
2072
$3.84M ﹤0.01%
525,251
+50,707
2073
$3.84M ﹤0.01%
164,143
+151,392
2074
$3.84M ﹤0.01%
516,344
+387,673
2075
$3.82M ﹤0.01%
615,717
+334,946