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
$415B
AUM Growth
+$17.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,733
New
Increased
Reduced
Closed

Top Sells

1 +$1.51B
2 +$945M
3 +$865M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$761M
5
OUBS
USB AG (NEW)
OUBS
+$560M

Sector Composition

1 Financials 13.84%
2 Healthcare 11.36%
3 Technology 10.75%
4 Industrials 8.71%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$4.08M ﹤0.01%
383,825
-303,528
2027
$4.08M ﹤0.01%
76,999
-4,300
2028
$4.07M ﹤0.01%
95,570
-72,860
2029
$4.07M ﹤0.01%
60,533
-2,013
2030
$4.06M ﹤0.01%
891,295
+13,365
2031
$4.05M ﹤0.01%
203,595
+36,999
2032
$4.04M ﹤0.01%
238,649
+10,862
2033
$4.03M ﹤0.01%
32,949
+11,082
2034
$4.02M ﹤0.01%
+6,010
2035
$4M ﹤0.01%
47,311
+43,656
2036
$3.99M ﹤0.01%
246,040
-58,234
2037
$3.99M ﹤0.01%
38,470
+31,087
2038
$3.99M ﹤0.01%
100,460
-1,180
2039
$3.97M ﹤0.01%
73,645
+37,521
2040
$3.97M ﹤0.01%
31,595
+13,547
2041
$3.95M ﹤0.01%
202,422
+24,702
2042
$3.94M ﹤0.01%
38,956
+5,076
2043
$3.93M ﹤0.01%
288,570
-1,701,233
2044
$3.93M ﹤0.01%
67,059
+32,289
2045
$3.92M ﹤0.01%
75,737
+7,873
2046
$3.92M ﹤0.01%
100,000
-100,000
2047
$3.92M ﹤0.01%
80,845
-61
2048
$3.91M ﹤0.01%
716,755
+84,435
2049
$3.91M ﹤0.01%
84,180
-7,249
2050
$3.9M ﹤0.01%
222,225
+131,649