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
$1.16T
AUM Growth
+$35.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,729
New
Increased
Reduced
Closed

Top Buys

1 +$5.25B
2 +$2.24B
3 +$2.17B
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.64B
5
AVGO icon
Broadcom
AVGO
+$1.54B

Top Sells

1 +$2.4B
2 +$2.19B
3 +$1.63B
4
ADBE icon
Adobe
ADBE
+$1.62B
5
CRM icon
Salesforce
CRM
+$1.48B

Sector Composition

1 Technology 25.26%
2 Healthcare 9.71%
3 Consumer Discretionary 9.24%
4 Financials 9.04%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$10.9M ﹤0.01%
126,345
-10,981
2002
$10.9M ﹤0.01%
1,016,611
-53,780
2003
$10.8M ﹤0.01%
86,212
+17,382
2004
$10.8M ﹤0.01%
1,287,280
-14,646
2005
$10.8M ﹤0.01%
118,755
-21,495
2006
$10.8M ﹤0.01%
337,150
-8,719
2007
$10.8M ﹤0.01%
336,644
+50,051
2008
$10.8M ﹤0.01%
149,903
-62,304
2009
$10.7M ﹤0.01%
211,849
-825
2010
$10.7M ﹤0.01%
1,211,370
+275,717
2011
$10.7M ﹤0.01%
158,613
-48,630
2012
$10.7M ﹤0.01%
178,774
+11,202
2013
$10.7M ﹤0.01%
35,134
+9,829
2014
$10.7M ﹤0.01%
96,560
-3,440
2015
$10.7M ﹤0.01%
102,552
+12,287
2016
$10.7M ﹤0.01%
508,563
+160,613
2017
$10.7M ﹤0.01%
639,869
+458,841
2018
$10.7M ﹤0.01%
442,387
-68,975
2019
$10.7M ﹤0.01%
83,192
-269,622
2020
$10.7M ﹤0.01%
260,842
-123,382
2021
$10.6M ﹤0.01%
315,515
-2,115,234
2022
$10.6M ﹤0.01%
2,957,326
-2,373,993
2023
$10.6M ﹤0.01%
128,383
-10,157
2024
$10.6M ﹤0.01%
361,143
+35,243
2025
$10.6M ﹤0.01%
280,126
-262,907