JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.45T
1-Year Est. Return 22.34%
 

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
+22.34%
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
26
$2.43B 0.57%
9,422,960
-484,058
27
$2.41B 0.57%
17,356,209
-1,286,604
28
$2.38B 0.56%
32,406,654
-3,933,012
29
$2.38B 0.56%
47,679,314
-5,892,790
30
$2.36B 0.55%
14,150,175
+830,977
31
$2.33B 0.55%
24,199,303
+17,242,706
32
$2.21B 0.52%
36,686,377
-1,992,634
33
$2.19B 0.52%
63,845,102
-317,689
34
$2.17B 0.51%
22,714,594
+1,532,150
35
$2.12B 0.5%
15,918,319
+2,540,851
36
$2.07B 0.49%
45,550,158
-266,121
37
$2.04B 0.48%
28,200,094
-4,182,336
38
$1.96B 0.46%
13,427,485
-552,642
39
$1.93B 0.45%
23,971,067
+4,008,563
40
$1.9B 0.45%
46,526,665
-27,162,104
41
$1.89B 0.44%
13,124,673
-1,046,751
42
$1.88B 0.44%
14,088,849
+832,220
43
$1.88B 0.44%
285,287,680
+20,940,600
44
$1.83B 0.43%
47,798,802
-24,048,100
45
$1.82B 0.43%
10,991,451
-117,272
46
$1.79B 0.42%
19,975,296
-1,204,556
47
$1.77B 0.42%
57,311,925
+2,786,409
48
$1.73B 0.41%
4,613,881
-133,407
49
$1.71B 0.4%
22,440,791
+4,486,784
50
$1.68B 0.4%
49,510,787
+8,408,768