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
2751
$1.1M ﹤0.01%
44,642
-1,709
2752
$1.09M ﹤0.01%
64,348
-65,672
2753
$1.09M ﹤0.01%
121,502
+50,473
2754
$1.09M ﹤0.01%
61,388
-65,046
2755
$1.09M ﹤0.01%
285,245
-47,239
2756
$1.09M ﹤0.01%
54,270
-91,726
2757
$1.09M ﹤0.01%
51,249
-54,481
2758
$1.09M ﹤0.01%
141,555
+105,561
2759
$1.08M ﹤0.01%
60,282
-12,840
2760
$1.08M ﹤0.01%
84,120
-622,600
2761
$1.08M ﹤0.01%
78,871
+41,623
2762
$1.08M ﹤0.01%
51,772
-477,100
2763
$1.08M ﹤0.01%
45,158
-1,707
2764
$1.08M ﹤0.01%
474,765
-70,838
2765
$1.07M ﹤0.01%
134,139
+70,940
2766
$1.07M ﹤0.01%
64,877
+4,853
2767
$1.07M ﹤0.01%
46,911
+14,859
2768
$1.07M ﹤0.01%
28,380
-1,417
2769
$1.07M ﹤0.01%
17,414
+6,136
2770
$1.06M ﹤0.01%
51,640
+44,198
2771
$1.06M ﹤0.01%
11,702
-419
2772
$1.06M ﹤0.01%
31,740
+8,850
2773
$1.06M ﹤0.01%
100,598
+86,746
2774
$1.05M ﹤0.01%
44,390
+5,837
2775
$1.05M ﹤0.01%
22,513
-7,287