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
$857B
AUM Growth
-$16.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,847
New
Increased
Reduced
Closed

Top Buys

1 +$3.57B
2 +$2.84B
3 +$2.47B
4
MA icon
Mastercard
MA
+$1.44B
5
META icon
Meta Platforms (Facebook)
META
+$1.31B

Top Sells

1 +$4.44B
2 +$3.14B
3 +$1.87B
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$1.84B
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.57B

Sector Composition

1 Technology 20.05%
2 Healthcare 11.18%
3 Financials 9.56%
4 Consumer Discretionary 9.09%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$8.47M ﹤0.01%
496,356
+43,300
2002
$8.46M ﹤0.01%
200,000
2003
$8.41M ﹤0.01%
257,410
-89,432
2004
$8.4M ﹤0.01%
449,813
+6,743
2005
$8.4M ﹤0.01%
106,520
-28,642
2006
$8.38M ﹤0.01%
425,379
-45,435
2007
$8.37M ﹤0.01%
850,002
-58,487
2008
$8.37M ﹤0.01%
327,649
-10,873
2009
$8.35M ﹤0.01%
822,408
-154,327
2010
$8.34M ﹤0.01%
418,863
-69,838
2011
$8.33M ﹤0.01%
3,909,223
-19,165,572
2012
$8.3M ﹤0.01%
81,911
-13,708
2013
$8.29M ﹤0.01%
441,507
+105,844
2014
$8.28M ﹤0.01%
449,885
-11,949
2015
$8.28M ﹤0.01%
+164,119
2016
$8.27M ﹤0.01%
1,060,291
-64,214
2017
$8.27M ﹤0.01%
381,237
+23,885
2018
$8.27M ﹤0.01%
565,394
+213,744
2019
$8.25M ﹤0.01%
181,013
-51,805
2020
$8.25M ﹤0.01%
338,702
-71,810
2021
$8.22M ﹤0.01%
72,802
+1,749
2022
$8.22M ﹤0.01%
494,631
-596,803
2023
$8.21M ﹤0.01%
139,483
-11,684
2024
$8.2M ﹤0.01%
45,612
+8,830
2025
$8.2M ﹤0.01%
115,358
-114,384