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
$1.26T
AUM Growth
+$14.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,736
New
Increased
Reduced
Closed

Top Buys

1 +$4.02B
2 +$2.31B
3 +$2.19B
4
WMT icon
Walmart
WMT
+$2.04B
5
MCD icon
McDonald's
MCD
+$1.85B

Sector Composition

1 Technology 24.62%
2 Financials 10.74%
3 Consumer Discretionary 10.45%
4 Healthcare 8.47%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$13M ﹤0.01%
3,216,978
+2,703,849
2002
$13M ﹤0.01%
2,315,234
-1,528,029
2003
$13M ﹤0.01%
887,362
+92,006
2004
$12.9M ﹤0.01%
1,052,068
+158,896
2005
$12.9M ﹤0.01%
138,976
-18,185
2006
$12.9M ﹤0.01%
689,285
-5,981
2007
$12.8M ﹤0.01%
60,959
-73,484
2008
$12.8M ﹤0.01%
162,235
+133,772
2009
$12.8M ﹤0.01%
111,229
-2,324
2010
$12.7M ﹤0.01%
513,671
-125,567
2011
$12.7M ﹤0.01%
291,912
+84,180
2012
$12.7M ﹤0.01%
162,709
+41,816
2013
$12.6M ﹤0.01%
252,129
+15,249
2014
$12.6M ﹤0.01%
101,122
+1,670
2015
$12.6M ﹤0.01%
173,609
+73,508
2016
$12.6M ﹤0.01%
2,266,336
-696,567
2017
$12.6M ﹤0.01%
751,442
+364,739
2018
$12.6M ﹤0.01%
417,058
+24,442
2019
$12.6M ﹤0.01%
133,558
-281,223
2020
$12.6M ﹤0.01%
101,041
+23,059
2021
$12.5M ﹤0.01%
500,553
+420,553
2022
$12.4M ﹤0.01%
814,233
+400,834
2023
$12.4M ﹤0.01%
1,051,997
+404,897
2024
$12.4M ﹤0.01%
1,169,682
-528,877
2025
$12.4M ﹤0.01%
353,189
+125,136