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
101
$857M 0.2%
3,822,034
+267,871
102
$849M 0.2%
6,593,497
-258,143
103
$837M 0.2%
8,530,805
-232,404
104
$833M 0.2%
12,982,110
+2,499,415
105
$828M 0.19%
9,867,501
+19,418
106
$820M 0.19%
8,630,753
-2,161,289
107
$805M 0.19%
21,265,143
+3,548,010
108
$800M 0.19%
28,562,063
+28,038,964
109
$799M 0.19%
9,661,383
+1,006,756
110
$795M 0.19%
33,136,070
+24,032,190
111
$792M 0.19%
20,138,166
+3,978,976
112
$789M 0.19%
15,965,357
-11,037,235
113
$774M 0.18%
3,158,811
-205,937
114
$769M 0.18%
3,871,641
+261,074
115
$767M 0.18%
11,344,431
+1,915,801
116
$767M 0.18%
4,028,643
+1,413,055
117
$763M 0.18%
9,853,687
+9,752,095
118
$757M 0.18%
23,232,938
+989,643
119
$753M 0.18%
7,097,882
+4,297,420
120
$737M 0.17%
3,970,576
+1,422,579
121
$736M 0.17%
869,413
+324
122
$726M 0.17%
8,401,177
+1,496,017
123
$726M 0.17%
4,931,682
-1,133,724
124
$723M 0.17%
15,385,360
+1,629,678
125
$719M 0.17%
2,507,218
-482,247