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
126
$711M 0.17%
3,089,254
+318,198
127
$706M 0.17%
6,318,646
+309,291
128
$699M 0.16%
5,384,419
-360,537
129
$686M 0.16%
7,485,950
+102,874
130
$673M 0.16%
7,824,770
+666,420
131
$670M 0.16%
4,376,265
+746,181
132
$669M 0.16%
19,213,296
+990,874
133
$662M 0.16%
18,787,210
-2,592,172
134
$660M 0.15%
5,763,271
+1,711,080
135
$659M 0.15%
19,142,765
+1,793,238
136
$656M 0.15%
3,705,099
+956,164
137
$656M 0.15%
16,967,449
+3,262,027
138
$651M 0.15%
4,657,885
+375,889
139
$644M 0.15%
7,935,879
+7,365,663
140
$643M 0.15%
478,052
+170,631
141
$640M 0.15%
9,900,961
-658,302
142
$640M 0.15%
4,534,838
-757,677
143
$638M 0.15%
7,332,373
-1,272,842
144
$637M 0.15%
14,944,627
+1,891,358
145
$635M 0.15%
4,825,943
-882,221
146
$634M 0.15%
9,826,491
+358,076
147
$625M 0.15%
4,522,964
+83,351
148
$624M 0.15%
7,656,847
-55,941
149
$617M 0.14%
12,240,472
-354,321
150
$603M 0.14%
12,607,119
+1,505,111