JP Morgan Chase

JP Morgan Chase 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
226
$372M 0.09%
4,707,983
-3,081,691
227
$371M 0.09%
4,784,123
-999,764
228
$369M 0.09%
7,108,714
+637,881
229
$368M 0.09%
8,672,570
+349,819
230
$366M 0.09%
4,876,000
+515,787
231
$364M 0.09%
6,681,925
+2,715,327
232
$363M 0.09%
6,078,384
+211,498
233
$360M 0.08%
43,892,545
+8,020,890
234
$360M 0.08%
6,104,994
+4,094,083
235
$356M 0.08%
6,834,749
-3,368,071
236
$355M 0.08%
7,344,150
+4,630,970
237
$354M 0.08%
5,965,176
+3,356,911
238
$354M 0.08%
6,106,316
+786,669
239
$354M 0.08%
9,570,014
+93,755
240
$353M 0.08%
9,761,181
-72,920
241
$347M 0.08%
2,771,967
+623,441
242
$346M 0.08%
2,210,044
-563,438
243
$344M 0.08%
17,835,790
-543,750
244
$340M 0.08%
2,870,182
-540,782
245
$336M 0.08%
2,110,698
+704,861
246
$335M 0.08%
2,220,020
+516,986
247
$335M 0.08%
14,181,032
-1,508,460
248
$331M 0.08%
14,358,675
+9,645,959
249
$330M 0.08%
3,748,746
-1,667,565
250
$330M 0.08%
3,046,390
+137,783