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
$472B
AUM Growth
+$19.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,129
New
Increased
Reduced
Closed

Top Buys

1 +$3.85B
2 +$1.53B
3 +$1.22B
4
CVX icon
Chevron
CVX
+$1.1B
5
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$985M

Top Sells

1 +$3.64B
2 +$1.2B
3 +$954M
4
V icon
Visa
V
+$838M
5
T icon
AT&T
T
+$801M

Sector Composition

1 Technology 13.66%
2 Financials 13.19%
3 Healthcare 9.98%
4 Consumer Discretionary 9.29%
5 Industrials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$5.15M ﹤0.01%
+675,291
2002
$5.15M ﹤0.01%
110,593
+56,372
2003
$5.15M ﹤0.01%
94,731
-169,733
2004
$5.14M ﹤0.01%
378,140
-358,526
2005
$5.14M ﹤0.01%
206,022
-2,124
2006
$5.14M ﹤0.01%
206,270
-15,108
2007
$5.14M ﹤0.01%
241,343
+40,869
2008
$5.12M ﹤0.01%
74,191
-52,978
2009
$5.12M ﹤0.01%
85,597
-1,185
2010
$5.11M ﹤0.01%
107,131
+1,744
2011
$5.11M ﹤0.01%
85,482
+3,618
2012
$5.11M ﹤0.01%
167,714
+24,092
2013
$5.09M ﹤0.01%
49,231
+16,905
2014
$5.09M ﹤0.01%
372,652
-185,425
2015
$5.09M ﹤0.01%
485,565
+73,208
2016
$5.09M ﹤0.01%
197,095
-43,181
2017
$5.08M ﹤0.01%
39,497
+1,154
2018
$5.08M ﹤0.01%
83,154
+34,082
2019
$5.07M ﹤0.01%
408,125
+62,047
2020
$5.07M ﹤0.01%
32,414
+8,280
2021
$5.06M ﹤0.01%
90,110
+9,106
2022
$5.05M ﹤0.01%
369,912
+51,207
2023
$5.04M ﹤0.01%
57,097
+17,924
2024
$5.03M ﹤0.01%
99,310
-93,276
2025
$5.03M ﹤0.01%
53,563
+9,849