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
3501
$221K ﹤0.01%
32,613
+979
3502
$220K ﹤0.01%
4,600
-600
3503
$220K ﹤0.01%
+13,791
3504
$218K ﹤0.01%
12,916
-26,821
3505
$218K ﹤0.01%
67,971
-3,126
3506
$218K ﹤0.01%
14,335
+6,720
3507
$218K ﹤0.01%
10,270
-808
3508
$217K ﹤0.01%
52,183
+52,080
3509
$217K ﹤0.01%
21,265
+4,192
3510
$214K ﹤0.01%
3,837
+1,498
3511
$213K ﹤0.01%
15,823
-3,869
3512
0
3513
$212K ﹤0.01%
2,048
-9,368
3514
$211K ﹤0.01%
7,048
+1,660
3515
$209K ﹤0.01%
30,287
+7,971
3516
$208K ﹤0.01%
143,576
+24,853
3517
$207K ﹤0.01%
7,194
-153
3518
$207K ﹤0.01%
11,348
-6,145
3519
$206K ﹤0.01%
14,100
+5,767
3520
$206K ﹤0.01%
17,421
-11,508
3521
$206K ﹤0.01%
3,451
-160
3522
$206K ﹤0.01%
15,637
+4,097
3523
$204K ﹤0.01%
12,202
+2,646
3524
$204K ﹤0.01%
34,367
-10,577
3525
$202K ﹤0.01%
18,447
-4,315