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
2326
$2.5M ﹤0.01%
387,340
+174,186
2327
$2.49M ﹤0.01%
+12,501
2328
$2.49M ﹤0.01%
137,175
+114,783
2329
$2.49M ﹤0.01%
71,031
+51,594
2330
$2.48M ﹤0.01%
76,718
-79,931
2331
$2.48M ﹤0.01%
87,438
-60,117
2332
$2.48M ﹤0.01%
+250,000
2333
$2.48M ﹤0.01%
350,438
+334,362
2334
$2.48M ﹤0.01%
90,764
+17,818
2335
$2.48M ﹤0.01%
207,287
-168,257
2336
$2.47M ﹤0.01%
86,261
+61,976
2337
$2.47M ﹤0.01%
77,639
+17,102
2338
$2.47M ﹤0.01%
73,242
-5,271
2339
$2.47M ﹤0.01%
169,655
+5,639
2340
$2.46M ﹤0.01%
219,932
+113,250
2341
$2.46M ﹤0.01%
47,070
-998,776
2342
$2.45M ﹤0.01%
46,991
+39,534
2343
$2.45M ﹤0.01%
91,176
-2,680
2344
$2.45M ﹤0.01%
782,476
+347,490
2345
$2.44M ﹤0.01%
3,307
+263
2346
$2.44M ﹤0.01%
245,366
+226,824
2347
$2.44M ﹤0.01%
409,427
-22,841
2348
$2.42M ﹤0.01%
804,809
+448,077
2349
$2.42M ﹤0.01%
104,170
-77,338
2350
$2.42M ﹤0.01%
136,311
-33,079