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
$398B
AUM Growth
+$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,697
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$863M
3 +$731M
4
GE icon
GE Aerospace
GE
+$665M
5
CPRI icon
Capri Holdings
CPRI
+$560M

Top Sells

1 +$1.18B
2 +$752M
3 +$557M
4
TWX
Time Warner Inc
TWX
+$525M
5
VZ icon
Verizon
VZ
+$466M

Sector Composition

1 Financials 13.25%
2 Healthcare 11.1%
3 Technology 10.77%
4 Industrials 8.25%
5 Consumer Discretionary 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$3.73M ﹤0.01%
+298,702
2027
$3.72M ﹤0.01%
122,160
+41,583
2028
$3.69M ﹤0.01%
89,274
-87,982
2029
$3.69M ﹤0.01%
49,762
-2,014,304
2030
$3.69M ﹤0.01%
59,011
-46,019
2031
$3.69M ﹤0.01%
15,572
+5,515
2032
$3.67M ﹤0.01%
132,466
-28,191
2033
$3.67M ﹤0.01%
93,796
+43,284
2034
$3.66M ﹤0.01%
157,805
-59,484
2035
$3.65M ﹤0.01%
1,202,714
+567,603
2036
$3.64M ﹤0.01%
173,140
+22,505
2037
$3.64M ﹤0.01%
72,290
+23,640
2038
$3.63M ﹤0.01%
81,169
-6,899
2039
$3.62M ﹤0.01%
26,982
+15,830
2040
$3.62M ﹤0.01%
73,495
+2,040
2041
$3.6M ﹤0.01%
122,656
-10,792
2042
$3.59M ﹤0.01%
125,492
-69
2043
$3.59M ﹤0.01%
444,699
+24,026
2044
$3.59M ﹤0.01%
118,190
-11,665
2045
$3.58M ﹤0.01%
+448,373
2046
$3.57M ﹤0.01%
75,687
+14,537
2047
$3.57M ﹤0.01%
70,712
+16,633
2048
$3.55M ﹤0.01%
255,594
+10,502
2049
$3.55M ﹤0.01%
90,223
+18,771
2050
$3.54M ﹤0.01%
114,411
-2,700