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
$299B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,851
New
Increased
Reduced
Closed

Top Buys

1 +$12.5B
2 +$6.01B
3 +$4.47B
4
XOM icon
Exxon Mobil
XOM
+$4.38B
5
WFC icon
Wells Fargo
WFC
+$4.14B

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.66%
2 Healthcare 10.44%
3 Technology 9.97%
4 Energy 9.44%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$3.59M ﹤0.01%
+155,048
2027
$3.58M ﹤0.01%
+144,925
2028
$3.57M ﹤0.01%
+106,073
2029
$3.56M ﹤0.01%
+208,300
2030
$3.56M ﹤0.01%
+80,909
2031
$3.56M ﹤0.01%
+142,646
2032
$3.55M ﹤0.01%
+43,921
2033
$3.53M ﹤0.01%
+70,808
2034
$3.53M ﹤0.01%
+306,668
2035
$3.52M ﹤0.01%
+676,635
2036
$3.52M ﹤0.01%
+226,147
2037
$3.52M ﹤0.01%
+1,112,762
2038
$3.51M ﹤0.01%
+123,356
2039
$3.49M ﹤0.01%
+129,650
2040
$3.49M ﹤0.01%
+49,561
2041
$3.49M ﹤0.01%
+156,379
2042
$3.48M ﹤0.01%
+93,069
2043
$3.48M ﹤0.01%
+144,362
2044
$3.48M ﹤0.01%
+20,401
2045
$3.47M ﹤0.01%
+215,332
2046
$3.47M ﹤0.01%
+69,581
2047
$3.47M ﹤0.01%
+279,714
2048
$3.47M ﹤0.01%
+101,791
2049
$3.47M ﹤0.01%
+51,745
2050
$3.46M ﹤0.01%
+354,949