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
$401B
AUM Growth
-$87.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,040
New
Increased
Reduced
Closed

Top Sells

1 +$1.11B
2 +$1.1B
3 +$933M
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$921M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$787M

Sector Composition

1 Technology 15.74%
2 Healthcare 11.55%
3 Financials 11.4%
4 Consumer Discretionary 9.54%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$4.29M ﹤0.01%
855,227
-274,429
2002
$4.28M ﹤0.01%
113,880
+4,380
2003
$4.28M ﹤0.01%
135,561
+34,255
2004
$4.27M ﹤0.01%
172,633
+119,088
2005
$4.25M ﹤0.01%
715,033
+699,624
2006
$4.24M ﹤0.01%
256,377
-48,633
2007
$4.24M ﹤0.01%
756,734
+256,725
2008
$4.22M ﹤0.01%
1,299,837
+1,276,608
2009
$4.22M ﹤0.01%
1,675,929
+168,218
2010
$4.22M ﹤0.01%
236,789
+18,203
2011
$4.21M ﹤0.01%
363,875
-5,125
2012
$4.21M ﹤0.01%
414,357
-29,801
2013
$4.19M ﹤0.01%
174,021
+52,056
2014
$4.19M ﹤0.01%
175,449
+64,932
2015
$4.18M ﹤0.01%
1,027,403
+535,848
2016
$4.17M ﹤0.01%
1,025,196
+112,085
2017
$4.17M ﹤0.01%
121,655
+21,914
2018
$4.16M ﹤0.01%
110,907
-24,842
2019
$4.15M ﹤0.01%
215,317
-17,815
2020
$4.14M ﹤0.01%
410,227
+101,960
2021
$4.13M ﹤0.01%
59,860
+45,691
2022
$4.13M ﹤0.01%
461,991
+135,339
2023
$4.12M ﹤0.01%
85,594
+79,946
2024
$4.12M ﹤0.01%
57,605
-39,079
2025
$4.12M ﹤0.01%
157,799
-4,923