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
2251
$2.88M ﹤0.01%
99,683
-47,139
2252
$2.87M ﹤0.01%
53,504
+33,884
2253
$2.86M ﹤0.01%
446,908
+53,653
2254
$2.85M ﹤0.01%
299,329
+274,259
2255
$2.84M ﹤0.01%
165,825
+28,941
2256
$2.84M ﹤0.01%
118,370
-125,148
2257
$2.83M ﹤0.01%
19,481
-599
2258
$2.82M ﹤0.01%
+18,269
2259
$2.82M ﹤0.01%
178,839
+147,720
2260
$2.82M ﹤0.01%
76,919
-27,548
2261
$2.8M ﹤0.01%
132,928
-196,467
2262
$2.79M ﹤0.01%
218,407
+214,681
2263
$2.79M ﹤0.01%
99,240
-12,964
2264
$2.79M ﹤0.01%
115,263
+19,475
2265
$2.78M ﹤0.01%
117,981
-24,576
2266
$2.78M ﹤0.01%
83,076
-9,576
2267
$2.78M ﹤0.01%
258,289
-22,318
2268
$2.76M ﹤0.01%
121,878
+22,665
2269
$2.76M ﹤0.01%
173,548
+159,156
2270
$2.76M ﹤0.01%
18,335
-1,163
2271
$2.75M ﹤0.01%
449,374
-268,763
2272
$2.75M ﹤0.01%
115,174
+88,334
2273
$2.75M ﹤0.01%
375,219
-139,093
2274
$2.75M ﹤0.01%
180,883
+126,646
2275
$2.73M ﹤0.01%
223,622
+97,807