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
$299B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,851
New
Increased
Reduced
Closed

Top Buys

1 +$12.5B
2 +$6.01B
3 +$4.47B
4
XOM icon
Exxon Mobil
XOM
+$4.38B
5
WFC icon
Wells Fargo
WFC
+$4.14B

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.66%
2 Healthcare 10.44%
3 Technology 9.97%
4 Energy 9.44%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$3.78M ﹤0.01%
+113,514
2002
$3.77M ﹤0.01%
+119,583
2003
$3.77M ﹤0.01%
+279,664
2004
$3.77M ﹤0.01%
+72,685
2005
$3.76M ﹤0.01%
+100,000
2006
$3.74M ﹤0.01%
+174,121
2007
$3.74M ﹤0.01%
+238,487
2008
$3.74M ﹤0.01%
+113,305
2009
$3.72M ﹤0.01%
+73,550
2010
$3.71M ﹤0.01%
+161,267
2011
$3.71M ﹤0.01%
+200,805
2012
$3.7M ﹤0.01%
+226,250
2013
$3.7M ﹤0.01%
+320,130
2014
$3.7M ﹤0.01%
+98,390
2015
$3.7M ﹤0.01%
+357,155
2016
$3.69M ﹤0.01%
+137,666
2017
$3.69M ﹤0.01%
+113,291
2018
$3.69M ﹤0.01%
+205,908
2019
$3.68M ﹤0.01%
+80,977
2020
$3.67M ﹤0.01%
+71,183
2021
$3.66M ﹤0.01%
+182,140
2022
$3.65M ﹤0.01%
+104,792
2023
$3.63M ﹤0.01%
+206,715
2024
$3.63M ﹤0.01%
+122,521
2025
$3.6M ﹤0.01%
+217,827