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
$355B
AUM Growth
-$48.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,673
New
Increased
Reduced
Closed

Top Buys

1 +$1.47B
2 +$929M
3 +$769M
4
CPGX
COLUMBIA PIPELINE GROUP IN COM STK (DE)
CPGX
+$672M
5
AGN
Allergan plc
AGN
+$664M

Top Sells

1 +$2.11B
2 +$2B
3 +$1.26B
4
MRK icon
Merck
MRK
+$742M
5
BFH icon
Bread Financial
BFH
+$603M

Sector Composition

1 Financials 15.72%
2 Healthcare 12.01%
3 Technology 11.47%
4 Consumer Discretionary 9.01%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$3.51M ﹤0.01%
216,941
-57,274
2002
$3.5M ﹤0.01%
+154,025
2003
$3.5M ﹤0.01%
79,986
+297
2004
$3.5M ﹤0.01%
94,836
-125,238
2005
$3.5M ﹤0.01%
99,435
+2,016
2006
$3.49M ﹤0.01%
110,559
-21,765
2007
$3.49M ﹤0.01%
76,410
+2,331
2008
$3.49M ﹤0.01%
65,933
-1,751
2009
$3.49M ﹤0.01%
70,427
+2,852
2010
$3.47M ﹤0.01%
88,494
-115,637
2011
$3.45M ﹤0.01%
130,840
-25,359
2012
$3.45M ﹤0.01%
95,173
+57,868
2013
$3.44M ﹤0.01%
57,892
-52,570
2014
$3.44M ﹤0.01%
116,574
+50,882
2015
$3.44M ﹤0.01%
193,700
2016
$3.43M ﹤0.01%
74,675
-294,693
2017
$3.43M ﹤0.01%
89,643
+1,142
2018
$3.43M ﹤0.01%
293,159
+38,618
2019
$3.43M ﹤0.01%
424,759
-162,410
2020
$3.42M ﹤0.01%
+88,500
2021
$3.41M ﹤0.01%
273,500
+50,100
2022
$3.4M ﹤0.01%
280,890
-82,516
2023
$3.39M ﹤0.01%
53,426
-118,371
2024
$3.38M ﹤0.01%
33,881
-2,161
2025
$3.36M ﹤0.01%
62,384
-189