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
2401
$2.23M ﹤0.01%
31,293
+2,002
2402
$2.23M ﹤0.01%
44,861
-42,563
2403
$2.23M ﹤0.01%
428,244
+299,775
2404
$2.22M ﹤0.01%
265,191
+177,688
2405
$2.21M ﹤0.01%
+49,993
2406
$2.21M ﹤0.01%
1,216,433
+523,133
2407
$2.21M ﹤0.01%
99,770
-6,348
2408
$2.21M ﹤0.01%
1,493,721
+868,612
2409
$2.21M ﹤0.01%
42,114
+24,961
2410
$2.2M ﹤0.01%
249,481
+138,857
2411
$2.19M ﹤0.01%
62,082
-102
2412
$2.19M ﹤0.01%
744,612
+529,166
2413
$2.19M ﹤0.01%
1,040,484
-68,069
2414
$2.18M ﹤0.01%
41,939
-13,938
2415
$2.18M ﹤0.01%
50,718
+22,102
2416
$2.17M ﹤0.01%
+224,965
2417
$2.17M ﹤0.01%
189,114
-26,292
2418
$2.17M ﹤0.01%
49,983
+35,126
2419
$2.16M ﹤0.01%
139,754
+124,349
2420
$2.15M ﹤0.01%
169,455
-24,943
2421
$2.15M ﹤0.01%
573,017
+541,963
2422
$2.15M ﹤0.01%
687,069
-854,096
2423
$2.15M ﹤0.01%
95,844
-14,770
2424
$2.15M ﹤0.01%
30,316
+956
2425
$2.14M ﹤0.01%
3,005,089
+243