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
2726
$1.18M ﹤0.01%
204,148
+159,694
2727
$1.18M ﹤0.01%
117,855
+65,218
2728
$1.17M ﹤0.01%
640,629
-1,482,258
2729
$1.17M ﹤0.01%
170,697
+170,337
2730
$1.17M ﹤0.01%
22,636
-383
2731
$1.17M ﹤0.01%
66,401
+4,457
2732
$1.17M ﹤0.01%
200,991
+170,332
2733
$1.16M ﹤0.01%
786,408
+763,825
2734
$1.16M ﹤0.01%
131,717
-36,237
2735
$1.16M ﹤0.01%
20,348
+839
2736
$1.16M ﹤0.01%
137,252
+96,726
2737
$1.15M ﹤0.01%
398,709
+13,242
2738
$1.14M ﹤0.01%
363,843
+238,898
2739
$1.14M ﹤0.01%
23,981
-2,663
2740
$1.14M ﹤0.01%
8,928
-4,194
2741
$1.14M ﹤0.01%
13,828
+403
2742
$1.12M ﹤0.01%
132,068
-67,544
2743
$1.12M ﹤0.01%
70,483
+15,011
2744
$1.12M ﹤0.01%
83,168
+68,325
2745
$1.12M ﹤0.01%
42,440
+41,027
2746
$1.11M ﹤0.01%
144,656
-19,960
2747
$1.11M ﹤0.01%
58,172
+46,433
2748
$1.1M ﹤0.01%
69,957
+13,558
2749
$1.1M ﹤0.01%
76,634
-4,556
2750
$1.1M ﹤0.01%
5,715
-1,134