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
3851
$74K ﹤0.01%
204,702
-25,200
3852
$73K ﹤0.01%
+3,075
3853
$73K ﹤0.01%
9,221
-6,056
3854
$73K ﹤0.01%
6,083
+19
3855
$73K ﹤0.01%
15,085
+97
3856
$72K ﹤0.01%
60,795
+391
3857
$72K ﹤0.01%
+2,983
3858
$72K ﹤0.01%
8,896
+1,765
3859
$71K ﹤0.01%
311
+200
3860
$71K ﹤0.01%
6,126
3861
$71K ﹤0.01%
+40,716
3862
$70K ﹤0.01%
11,692
+11,680
3863
$70K ﹤0.01%
84,977
+17,108
3864
$70K ﹤0.01%
39,959
-865,599
3865
$69K ﹤0.01%
1,700
3866
$69K ﹤0.01%
+8,978
3867
$69K ﹤0.01%
774
-27
3868
$69K ﹤0.01%
12,045
-39,496
3869
$68K ﹤0.01%
+7,619
3870
$68K ﹤0.01%
10,665
-1,650
3871
$68K ﹤0.01%
63,280
-97,468
3872
$68K ﹤0.01%
8,495
-28,732
3873
$67K ﹤0.01%
1,235
3874
$67K ﹤0.01%
799
+191
3875
$67K ﹤0.01%
5,627
-961