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
$979B
AUM Growth
+$122B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,985
New
Increased
Reduced
Closed

Top Buys

1 +$3.65B
2 +$2.99B
3 +$2.1B
4
AVGO icon
Broadcom
AVGO
+$1.57B
5
NOW icon
ServiceNow
NOW
+$1.33B

Top Sells

1 +$3.4B
2 +$2.57B
3 +$2.55B
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.15B
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.56B

Sector Composition

1 Technology 21.83%
2 Healthcare 10.29%
3 Financials 9.88%
4 Consumer Discretionary 9.44%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$10.5M ﹤0.01%
130,491
+23,971
2002
$10.5M ﹤0.01%
164,250
-13,195
2003
$10.5M ﹤0.01%
267,533
+155,215
2004
$10.5M ﹤0.01%
742,911
+70,751
2005
$10.4M ﹤0.01%
143,951
+33,795
2006
$10.4M ﹤0.01%
161,136
-11,421
2007
$10.4M ﹤0.01%
412,998
+208,721
2008
$10.4M ﹤0.01%
482,853
+76,667
2009
$10.4M ﹤0.01%
105,594
+10,960
2010
$10.3M ﹤0.01%
1,637,348
-1,809,239
2011
$10.3M ﹤0.01%
974,986
+799,986
2012
$10.3M ﹤0.01%
339,361
+264,088
2013
$10.3M ﹤0.01%
1,219,371
+214,153
2014
$10.3M ﹤0.01%
367,580
-87,275
2015
$10.3M ﹤0.01%
83,335
+9,364
2016
$10.2M ﹤0.01%
4,282,633
+373,410
2017
$10.2M ﹤0.01%
887,138
+219,333
2018
$10.2M ﹤0.01%
100,509
-6,308
2019
$10.2M ﹤0.01%
194,859
+21,122
2020
$10.2M ﹤0.01%
322,819
-4,830
2021
$10.2M ﹤0.01%
220,285
-250
2022
$10.2M ﹤0.01%
569,071
-89
2023
$10.2M ﹤0.01%
132,474
-9,588
2024
$10.2M ﹤0.01%
200,000
2025
$10.1M ﹤0.01%
186,980
+105,873