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
2151
$3.33M ﹤0.01%
1,088,146
+786,673
2152
$3.33M ﹤0.01%
25,367
+7,350
2153
$3.33M ﹤0.01%
349,711
+39,467
2154
$3.33M ﹤0.01%
198,133
+40,824
2155
$3.32M ﹤0.01%
80,087
-3,219
2156
$3.31M ﹤0.01%
125,295
-8,095
2157
$3.31M ﹤0.01%
37,092
+22,922
2158
$3.31M ﹤0.01%
232,859
+222,633
2159
$3.3M ﹤0.01%
556,340
-357,871
2160
$3.29M ﹤0.01%
72,943
+42,200
2161
$3.29M ﹤0.01%
12,285
-110,266
2162
$3.29M ﹤0.01%
181,339
+158,885
2163
$3.29M ﹤0.01%
104,493
+18,938
2164
$3.28M ﹤0.01%
184,234
-43,566
2165
$3.27M ﹤0.01%
45,536
-27,639
2166
$3.27M ﹤0.01%
542,113
+273,227
2167
$3.26M ﹤0.01%
234,319
+86,011
2168
$3.25M ﹤0.01%
363,321
-898,866
2169
$3.25M ﹤0.01%
445,770
+158,542
2170
$3.24M ﹤0.01%
536,936
-502,435
2171
$3.23M ﹤0.01%
+113,605
2172
$3.23M ﹤0.01%
42,949
-103,650
2173
$3.22M ﹤0.01%
1,041,389
-126,683
2174
$3.22M ﹤0.01%
56,518
+33,591
2175
$3.22M ﹤0.01%
353,735
-1,212,345