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
$378B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,310
New
Increased
Reduced
Closed

Top Buys

1 +$2.23B
2 +$552M
3 +$489M
4
TAP icon
Molson Coors Class B
TAP
+$484M
5
NFLX icon
Netflix
NFLX
+$467M

Sector Composition

1 Financials 15.58%
2 Healthcare 11.87%
3 Technology 11.82%
4 Consumer Discretionary 9.05%
5 Industrials 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$3.25M ﹤0.01%
114
+5
2027
$3.23M ﹤0.01%
149,334
-227
2028
$3.23M ﹤0.01%
86,986
-54,900
2029
$3.23M ﹤0.01%
99,657
-212,352
2030
$3.21M ﹤0.01%
75,254
-26,069
2031
$3.2M ﹤0.01%
+82,106
2032
$3.19M ﹤0.01%
84,100
-4,400
2033
$3.17M ﹤0.01%
76,686
+26,537
2034
$3.17M ﹤0.01%
95,390
-19,739
2035
$3.16M ﹤0.01%
268,249
+122,015
2036
$3.15M ﹤0.01%
+381,038
2037
$3.15M ﹤0.01%
456,232
+7,200
2038
$3.14M ﹤0.01%
234,065
+3,525
2039
$3.14M ﹤0.01%
115,735
+104,617
2040
$3.14M ﹤0.01%
+97,424
2041
$3.14M ﹤0.01%
+139,178
2042
$3.13M ﹤0.01%
213,430
+167,662
2043
$3.12M ﹤0.01%
55,413
-2,479
2044
$3.12M ﹤0.01%
+156,950
2045
$3.11M ﹤0.01%
96,950
-21
2046
$3.1M ﹤0.01%
108,697
+101,554
2047
$3.1M ﹤0.01%
254,180
+3,700
2048
$3.1M ﹤0.01%
250,848
+4,054
2049
$3.09M ﹤0.01%
471,572
-20,487
2050
$3.09M ﹤0.01%
360,745
+96,592