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
$439B
AUM Growth
-$6.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,959
New
Increased
Reduced
Closed

Top Buys

1 +$1.17B
2 +$1.08B
3 +$985M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$928M
5
MDT icon
Medtronic
MDT
+$777M

Top Sells

1 +$1.46B
2 +$871M
3 +$711M
4
CB icon
Chubb
CB
+$638M
5
LOW icon
Lowe's Companies
LOW
+$613M

Sector Composition

1 Financials 15.71%
2 Technology 13.3%
3 Healthcare 9.88%
4 Consumer Discretionary 9.21%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$5.77M ﹤0.01%
341,717
-233,226
2002
$5.77M ﹤0.01%
2,038,174
-176,566
2003
$5.77M ﹤0.01%
287,762
+112,581
2004
$5.76M ﹤0.01%
88,742
-6,562
2005
$5.76M ﹤0.01%
1,532,258
+1,524,409
2006
$5.76M ﹤0.01%
128,527
+44,553
2007
$5.75M ﹤0.01%
242,808
-24,149
2008
$5.72M ﹤0.01%
201,061
-42,478
2009
$5.71M ﹤0.01%
117,018
+39,456
2010
$5.71M ﹤0.01%
360,074
-582,484
2011
$5.71M ﹤0.01%
258,952
-20,145
2012
$5.71M ﹤0.01%
256,654
-4,260
2013
$5.68M ﹤0.01%
223,244
-243,068
2014
$5.68M ﹤0.01%
67,221
+3,601
2015
$5.67M ﹤0.01%
119,186
+62,032
2016
$5.66M ﹤0.01%
1,375
+83
2017
$5.66M ﹤0.01%
320,699
-35,311
2018
$5.66M ﹤0.01%
199,974
2019
$5.65M ﹤0.01%
9,388
-10,237
2020
$5.64M ﹤0.01%
153,629
-744
2021
$5.63M ﹤0.01%
124,181
+9,435
2022
$5.62M ﹤0.01%
158,446
+25,794
2023
$5.62M ﹤0.01%
322,035
+73,286
2024
$5.62M ﹤0.01%
187,957
+13,554
2025
$5.61M ﹤0.01%
303,228
+110,200