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
3651
$145K ﹤0.01%
161,037
+39,269
3652
$144K ﹤0.01%
14,139
+213
3653
$144K ﹤0.01%
12,941
-25,392
3654
$144K ﹤0.01%
42,001
+32,539
3655
$142K ﹤0.01%
19,000
-51,002
3656
$142K ﹤0.01%
21,290
3657
$142K ﹤0.01%
17,296
-4,118
3658
$141K ﹤0.01%
13,416
-5,189
3659
$141K ﹤0.01%
81,278
+19,507
3660
$140K ﹤0.01%
4,250
3661
$140K ﹤0.01%
2,379
-10
3662
$140K ﹤0.01%
13,640
+188
3663
$138K ﹤0.01%
+905
3664
$138K ﹤0.01%
11,951
-4,123
3665
$137K ﹤0.01%
8,895
+4,314
3666
$137K ﹤0.01%
3,197
+270
3667
$137K ﹤0.01%
10,623
-20,214
3668
$137K ﹤0.01%
3,920
+3
3669
0
3670
$136K ﹤0.01%
38,979
-3,359
3671
$136K ﹤0.01%
2,575
+85
3672
$135K ﹤0.01%
+3,042
3673
$135K ﹤0.01%
9,580
-27,795
3674
$135K ﹤0.01%
10,911
-7,486
3675
$135K ﹤0.01%
13,494
+3,153