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
2426
$2.14M ﹤0.01%
34,221
-548
2427
$2.14M ﹤0.01%
265,689
+88,278
2428
$2.14M ﹤0.01%
49,544
+25,762
2429
$2.14M ﹤0.01%
1,079,309
-539,106
2430
$2.13M ﹤0.01%
66,787
+19,600
2431
$2.13M ﹤0.01%
55,428
-3,954
2432
$2.13M ﹤0.01%
234,327
-5,170
2433
$2.13M ﹤0.01%
84,476
+17,198
2434
$2.12M ﹤0.01%
23,996
+734
2435
$2.12M ﹤0.01%
332,971
-93,072
2436
$2.12M ﹤0.01%
127,850
-35,861
2437
$2.12M ﹤0.01%
123,865
+59,008
2438
$2.11M ﹤0.01%
+100,000
2439
$2.1M ﹤0.01%
180,524
+101,615
2440
$2.1M ﹤0.01%
34,298
-14,288
2441
$2.1M ﹤0.01%
+20,240
2442
$2.09M ﹤0.01%
21,356
-51,958
2443
$2.09M ﹤0.01%
59,296
-102,325
2444
$2.08M ﹤0.01%
175,807
-30,270
2445
$2.08M ﹤0.01%
18,904
+28
2446
$2.08M ﹤0.01%
313,305
+6,622
2447
$2.07M ﹤0.01%
97,740
+1,319
2448
$2.06M ﹤0.01%
70,918
-82,581
2449
$2.06M ﹤0.01%
76,835
-350,211
2450
$2.04M ﹤0.01%
170,968
+165,665