JP Morgan Chase & Co

JP Morgan Chase & Co 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
$873B
AUM Growth
+$103B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,546
New
Increased
Reduced
Closed

Top Buys

1 +$6.27B
2 +$5.61B
3 +$3.32B
4
META icon
Meta Platforms (Facebook)
META
+$3.21B
5
AAPL icon
Apple
AAPL
+$2.9B

Top Sells

1 +$3.23B
2 +$1.76B
3 +$702M
4
NKE icon
Nike
NKE
+$702M
5
TSLA icon
Tesla
TSLA
+$652M

Sector Composition

1 Technology 20.52%
2 Healthcare 11.04%
3 Financials 9.44%
4 Consumer Discretionary 8.87%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$9.68M ﹤0.01%
191,709
-228,518
1977
$9.65M ﹤0.01%
392,450
-11,178
1978
$9.64M ﹤0.01%
1,243,924
-131,367
1979
$9.64M ﹤0.01%
126,899
+622
1980
$9.58M ﹤0.01%
1,597,253
+104,303
1981
$9.57M ﹤0.01%
248,846
+63,205
1982
$9.55M ﹤0.01%
579,089
+44,800
1983
$9.52M ﹤0.01%
366,897
+326,919
1984
$9.52M ﹤0.01%
1,039,245
-884,256
1985
$9.48M ﹤0.01%
287,039
+18,011
1986
$9.46M ﹤0.01%
1,128,826
-33,603
1987
$9.42M ﹤0.01%
348,891
-105,091
1988
$9.38M ﹤0.01%
82,534
+21,549
1989
$9.37M ﹤0.01%
+373,899
1990
$9.35M ﹤0.01%
544,563
+23,747
1991
$9.34M ﹤0.01%
111,186
+11,511
1992
$9.33M ﹤0.01%
145,466
-750
1993
$9.32M ﹤0.01%
199,267
+44,883
1994
$9.32M ﹤0.01%
314,602
-18,327
1995
$9.3M ﹤0.01%
142,101
+28,982
1996
$9.3M ﹤0.01%
1,090,235
+101,653
1997
$9.3M ﹤0.01%
656,756
+207,551
1998
$9.3M ﹤0.01%
87,612
+6,970
1999
$9.29M ﹤0.01%
187,434
-323,008
2000
$9.26M ﹤0.01%
1,117,981
+568,135