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
$378B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,310
New
Increased
Reduced
Closed

Top Buys

1 +$2.23B
2 +$552M
3 +$489M
4
TAP icon
Molson Coors Class B
TAP
+$484M
5
NFLX icon
Netflix
NFLX
+$467M

Sector Composition

1 Financials 15.58%
2 Healthcare 11.87%
3 Technology 11.82%
4 Consumer Discretionary 9.05%
5 Industrials 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$3.4M ﹤0.01%
130,612
+113,738
2002
$3.38M ﹤0.01%
169,024
+3,250
2003
$3.37M ﹤0.01%
193,600
-100
2004
$3.35M ﹤0.01%
434,986
+19,432
2005
$3.35M ﹤0.01%
47,189
-22,934
2006
$3.34M ﹤0.01%
225,150
-24,600
2007
$3.33M ﹤0.01%
222,868
+6,629
2008
$3.32M ﹤0.01%
143,354
-27,231
2009
$3.32M ﹤0.01%
1,155,684
+1,143,366
2010
$3.31M ﹤0.01%
171,672
-17,200
2011
$3.31M ﹤0.01%
268,542
+511
2012
$3.31M ﹤0.01%
105,525
+1,600
2013
$3.3M ﹤0.01%
231,592
+3,852
2014
$3.3M ﹤0.01%
29,259
+435
2015
$3.29M ﹤0.01%
160,861
-5,709
2016
$3.28M ﹤0.01%
70,642
-3,954
2017
$3.28M ﹤0.01%
380,559
-44,200
2018
$3.27M ﹤0.01%
358,072
-3,593
2019
$3.27M ﹤0.01%
80,278
-1,150
2020
$3.27M ﹤0.01%
136,479
+90,747
2021
$3.27M ﹤0.01%
48,503
-22,957
2022
$3.26M ﹤0.01%
78,696
-10,947
2023
$3.26M ﹤0.01%
89,163
+36,702
2024
$3.26M ﹤0.01%
118,745
+53,156
2025
$3.25M ﹤0.01%
802,408
-64,983