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
$341B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,083
New
Increased
Reduced
Closed

Top Buys

1 +$3.16B
2 +$907M
3 +$823M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$783M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$500M

Top Sells

1 +$949M
2 +$922M
3 +$765M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$751M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$699M

Sector Composition

1 Financials 13.48%
2 Healthcare 10.47%
3 Technology 10.42%
4 Consumer Discretionary 9.9%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$3.95M ﹤0.01%
249,429
+13,198
2027
$3.94M ﹤0.01%
319,548
+84,567
2028
$3.92M ﹤0.01%
59,068
+4,236
2029
$3.9M ﹤0.01%
3,074
-89
2030
$3.9M ﹤0.01%
179,967
+104,106
2031
$3.9M ﹤0.01%
761,615
-23,192
2032
$3.89M ﹤0.01%
149,114
-123,237
2033
$3.88M ﹤0.01%
636,824
-42,900
2034
$3.85M ﹤0.01%
133,998
-25,987
2035
$3.84M ﹤0.01%
591,251
+21,311
2036
$3.84M ﹤0.01%
200,508
+2,694
2037
$3.84M ﹤0.01%
15,866
-443
2038
$3.84M ﹤0.01%
98,048
+13,979
2039
$3.83M ﹤0.01%
87,193
+176
2040
$3.83M ﹤0.01%
+53,679
2041
$3.82M ﹤0.01%
143,922
-7,368
2042
$3.81M ﹤0.01%
100,000
2043
$3.8M ﹤0.01%
326,887
-26,255
2044
$3.79M ﹤0.01%
63,355
+29,731
2045
$3.78M ﹤0.01%
155,283
+115,285
2046
$3.78M ﹤0.01%
168,802
-782,700
2047
$3.75M ﹤0.01%
86,232
+12,802
2048
$3.74M ﹤0.01%
90,892
-4,905
2049
$3.73M ﹤0.01%
101,297
-32,811
2050
$3.73M ﹤0.01%
132,106
-5,448