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
2276
$2.73M ﹤0.01%
2,945
-10
2277
$2.73M ﹤0.01%
65,164
+30,391
2278
$2.71M ﹤0.01%
24,580
-10,814
2279
$2.71M ﹤0.01%
308,776
+85,972
2280
$2.71M ﹤0.01%
62,218
-90,220
2281
$2.71M ﹤0.01%
87,460
+87,108
2282
$2.7M ﹤0.01%
197,618
+83,792
2283
$2.7M ﹤0.01%
216,092
+212,859
2284
$2.7M ﹤0.01%
24,828
+1,453
2285
$2.69M ﹤0.01%
59,153
+55,247
2286
$2.69M ﹤0.01%
+49,375
2287
$2.69M ﹤0.01%
54,739
2288
$2.69M ﹤0.01%
147,046
-195,509
2289
$2.68M ﹤0.01%
195,609
+154,316
2290
$2.67M ﹤0.01%
86,336
-40,209
2291
$2.67M ﹤0.01%
59,955
+25,233
2292
$2.67M ﹤0.01%
291,377
+62,349
2293
$2.67M ﹤0.01%
46,130
-50,511
2294
$2.66M ﹤0.01%
144,765
-233,823
2295
$2.65M ﹤0.01%
124,981
+91,221
2296
$2.65M ﹤0.01%
98,543
+12,796
2297
$2.64M ﹤0.01%
35,677
+13,869
2298
$2.64M ﹤0.01%
970
+108
2299
$2.63M ﹤0.01%
24,791
-7,938
2300
$2.63M ﹤0.01%
407,047
+296,286