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
$1.25T
AUM Growth
+$89.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,695
New
Increased
Reduced
Closed

Top Buys

1 +$2.43B
2 +$2.34B
3 +$2.08B
4
NVDA icon
NVIDIA
NVDA
+$1.99B
5
GS icon
Goldman Sachs
GS
+$1.62B

Top Sells

1 +$2.99B
2 +$2.02B
3 +$1.21B
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$1.18B
5
DHR icon
Danaher
DHR
+$1.12B

Sector Composition

1 Technology 23.79%
2 Healthcare 9.72%
3 Consumer Discretionary 9.7%
4 Financials 9.58%
5 Industrials 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$11.8M ﹤0.01%
46,643
+16,025
2002
$11.8M ﹤0.01%
368,753
-201,503
2003
$11.8M ﹤0.01%
346,587
-2,543
2004
$11.8M ﹤0.01%
92,437
-26,318
2005
$11.7M ﹤0.01%
283,911
+99,097
2006
$11.7M ﹤0.01%
402,947
+307,906
2007
$11.7M ﹤0.01%
253,070
+76,573
2008
$11.7M ﹤0.01%
466,488
-18,301
2009
$11.7M ﹤0.01%
261,354
+156,038
2010
$11.7M ﹤0.01%
2,387,352
+326,095
2011
$11.6M ﹤0.01%
4,061,122
-22,745,239
2012
$11.6M ﹤0.01%
101,343
-1,209
2013
$11.6M ﹤0.01%
326,921
+285,465
2014
$11.6M ﹤0.01%
643,916
+155,360
2015
$11.5M ﹤0.01%
658,292
-116,236
2016
$11.5M ﹤0.01%
392,448
+46,732
2017
$11.5M ﹤0.01%
392,711
-39,711
2018
$11.4M ﹤0.01%
337,776
+33,462
2019
$11.4M ﹤0.01%
4,087,506
-37,348
2020
$11.4M ﹤0.01%
998,148
+45,307
2021
$11.4M ﹤0.01%
145,161
-14,192
2022
$11.3M ﹤0.01%
148,982
-83,396
2023
$11.3M ﹤0.01%
694,497
-160,752
2024
$11.3M ﹤0.01%
107,823
-250,694
2025
$11.3M ﹤0.01%
255,230
-30,655