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
$778B
AUM Growth
+$81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,911
New
Increased
Reduced
Closed

Top Buys

1 +$3.58B
2 +$2.7B
3 +$1.81B
4
META icon
Meta Platforms (Facebook)
META
+$1.63B
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.57B

Top Sells

1 +$1.56B
2 +$1.27B
3 +$922M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$854M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$801M

Sector Composition

1 Technology 16.86%
2 Financials 11.83%
3 Consumer Discretionary 10.54%
4 Healthcare 10.31%
5 Industrials 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$11M ﹤0.01%
1,681,724
+406,152
2002
$11M ﹤0.01%
174,187
-8,107
2003
$10.9M ﹤0.01%
282,388
-317,731
2004
$10.9M ﹤0.01%
1,258,297
+341,956
2005
$10.9M ﹤0.01%
147,713
+3,051
2006
$10.9M ﹤0.01%
291,417
+71,824
2007
$10.9M ﹤0.01%
56,318
-56,049
2008
$10.9M ﹤0.01%
170,965
-26,682
2009
$10.8M ﹤0.01%
440,894
-36,338
2010
$10.8M ﹤0.01%
659,411
+4,597
2011
$10.8M ﹤0.01%
130,062
-84,204
2012
$10.7M ﹤0.01%
265,873
+47,777
2013
$10.7M ﹤0.01%
313,930
+170,418
2014
$10.7M ﹤0.01%
377,242
-10,683
2015
$10.7M ﹤0.01%
117,832
-20,212
2016
$10.7M ﹤0.01%
+255,999
2017
$10.7M ﹤0.01%
224,604
+65,562
2018
$10.6M ﹤0.01%
8,964
-795
2019
$10.6M ﹤0.01%
884,649
-185,858
2020
$10.6M ﹤0.01%
237,138
-124,006
2021
$10.6M ﹤0.01%
440,688
-227,605
2022
$10.6M ﹤0.01%
166,327
-200,504
2023
$10.6M ﹤0.01%
41,948
+3,483
2024
$10.6M ﹤0.01%
196,638
-129,476
2025
$10.6M ﹤0.01%
104,499
+10,457