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
$806B
AUM Growth
+$54.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,269
New
Increased
Reduced
Closed

Top Buys

1 +$2.27B
2 +$2.16B
3 +$1.15B
4
NXPI icon
NXP Semiconductors
NXPI
+$1.12B
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$990M

Top Sells

1 +$4.19B
2 +$2.33B
3 +$1.52B
4
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$1.27B
5
PYPL icon
PayPal
PYPL
+$1.01B

Sector Composition

1 Technology 18.04%
2 Financials 11.12%
3 Healthcare 10.53%
4 Consumer Discretionary 10.3%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$10.2M ﹤0.01%
48,627
+5,325
2002
$10.2M ﹤0.01%
132,618
+10,566
2003
$10.2M ﹤0.01%
1,208,179
+64,686
2004
$10.2M ﹤0.01%
149,290
-710
2005
$10.2M ﹤0.01%
137,825
+7,971
2006
$10.2M ﹤0.01%
225,602
+37,048
2007
$10.2M ﹤0.01%
345,310
+321,072
2008
$10.1M ﹤0.01%
+841
2009
$10.1M ﹤0.01%
210,534
+96,574
2010
$10.1M ﹤0.01%
154,653
-31,464
2011
$10.1M ﹤0.01%
39,114
+3,103
2012
$10.1M ﹤0.01%
349,166
+73,496
2013
$10.1M ﹤0.01%
321,258
-37,161
2014
$10M ﹤0.01%
332,631
+50,894
2015
$10M ﹤0.01%
4,432,203
-133,532
2016
$10M ﹤0.01%
290,050
-461
2017
$10M ﹤0.01%
130,674
+100,255
2018
$10M ﹤0.01%
296,946
+84,709
2019
$9.99M ﹤0.01%
409,724
-408,201
2020
$9.95M ﹤0.01%
29,929
+29,253
2021
$9.93M ﹤0.01%
280,224
+118,996
2022
$9.88M ﹤0.01%
365,736
-48,778
2023
$9.87M ﹤0.01%
393,871
-26,164
2024
$9.87M ﹤0.01%
88,758
-2,050
2025
$9.87M ﹤0.01%
200,000