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
$483B
AUM Growth
+$32.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,059
New
Increased
Reduced
Closed

Top Buys

1 +$1.89B
2 +$1.45B
3 +$1.34B
4
ADP icon
Automatic Data Processing
ADP
+$879M
5
EA icon
Electronic Arts
EA
+$844M

Top Sells

1 +$1.79B
2 +$1.07B
3 +$856M
4
NKE icon
Nike
NKE
+$821M
5
UNP icon
Union Pacific
UNP
+$588M

Sector Composition

1 Financials 14.03%
2 Technology 13.34%
3 Healthcare 11.07%
4 Consumer Discretionary 8.93%
5 Industrials 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$6.35M ﹤0.01%
410,079
+307,397
2002
$6.34M ﹤0.01%
511,692
+10,905
2003
$6.32M ﹤0.01%
50,000
2004
$6.3M ﹤0.01%
137,010
+8,915
2005
$6.29M ﹤0.01%
200,445
+32,772
2006
$6.22M ﹤0.01%
119,088
-2,579
2007
$6.22M ﹤0.01%
61,013
-55,884
2008
$6.2M ﹤0.01%
88,805
+18,668
2009
$6.16M ﹤0.01%
82,258
+31,978
2010
$6.15M ﹤0.01%
166,666
+25,576
2011
$6.12M ﹤0.01%
412,453
-552,228
2012
$6.12M ﹤0.01%
185,678
+130,560
2013
$6.11M ﹤0.01%
50,954
-4,594
2014
$6.09M ﹤0.01%
44,455
+31,395
2015
$6.08M ﹤0.01%
249,346
+150,317
2016
$6.06M ﹤0.01%
759,101
-168,233
2017
$6.03M ﹤0.01%
180,641
+100,743
2018
$6.02M ﹤0.01%
202,275
-102,746
2019
$6.01M ﹤0.01%
77,011
+3,904
2020
$5.99M ﹤0.01%
294,726
+274,441
2021
$5.99M ﹤0.01%
182,486
+180,824
2022
$5.98M ﹤0.01%
942,004
+696,256
2023
$5.97M ﹤0.01%
423,468
+348,334
2024
$5.96M ﹤0.01%
524,065
+509,219
2025
$5.94M ﹤0.01%
75,427
+4,316