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
$873B
AUM Growth
+$103B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,546
New
Increased
Reduced
Closed

Top Buys

1 +$6.27B
2 +$5.61B
3 +$3.32B
4
META icon
Meta Platforms (Facebook)
META
+$3.21B
5
AAPL icon
Apple
AAPL
+$2.9B

Top Sells

1 +$3.23B
2 +$1.76B
3 +$702M
4
NKE icon
Nike
NKE
+$702M
5
TSLA icon
Tesla
TSLA
+$652M

Sector Composition

1 Technology 20.52%
2 Healthcare 11.04%
3 Financials 9.44%
4 Consumer Discretionary 8.87%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$9.25M ﹤0.01%
1,124,505
-8,446
2002
$9.25M ﹤0.01%
283,438
-33,113
2003
$9.24M ﹤0.01%
1,123,045
+263,422
2004
$9.22M ﹤0.01%
286,420
-64,596
2005
$9.22M ﹤0.01%
685,705
-65,648
2006
$9.19M ﹤0.01%
210,438
-17,520
2007
$9.14M ﹤0.01%
120,692
+14,486
2008
$9.13M ﹤0.01%
193,870
-1,337
2009
$9.11M ﹤0.01%
737,967
+55,303
2010
$9.11M ﹤0.01%
296,668
-295,183
2011
$9.11M ﹤0.01%
344,005
+36,209
2012
$9.07M ﹤0.01%
117,828
-5,438
2013
$9.04M ﹤0.01%
743,114
-356,836
2014
$9.04M ﹤0.01%
449,664
+28,210
2015
$9.04M ﹤0.01%
432,390
-156,011
2016
$9.02M ﹤0.01%
62,724
+9,482
2017
$9.02M ﹤0.01%
96,647
-12,599
2018
$8.99M ﹤0.01%
301,820
-120,300
2019
$8.99M ﹤0.01%
404,242
-2,169,373
2020
$8.99M ﹤0.01%
200,000
2021
$8.97M ﹤0.01%
140,149
+18,024
2022
$8.97M ﹤0.01%
112,507
+28,648
2023
$8.96M ﹤0.01%
71,291
+9,630
2024
$8.95M ﹤0.01%
154,110
-14,908
2025
$8.93M ﹤0.01%
1,550,288
+1,402,604