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
$400B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,755
New
Increased
Reduced
Closed

Top Buys

1 +$963M
2 +$757M
3 +$728M
4
PM icon
Philip Morris
PM
+$691M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$652M

Top Sells

1 +$2.24B
2 +$732M
3 +$673M
4
GILD icon
Gilead Sciences
GILD
+$587M
5
MET icon
MetLife
MET
+$579M

Sector Composition

1 Financials 15.56%
2 Technology 12.02%
3 Healthcare 9.71%
4 Consumer Discretionary 9.06%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$4.58M ﹤0.01%
30,914
-7,206
2027
$4.58M ﹤0.01%
295,552
-450,013
2028
$4.58M ﹤0.01%
210,858
+75,791
2029
$4.54M ﹤0.01%
39,979
+18,258
2030
$4.53M ﹤0.01%
255,954
+187,042
2031
$4.52M ﹤0.01%
45,182
-9,773
2032
$4.52M ﹤0.01%
236,535
-14,906
2033
$4.51M ﹤0.01%
239,206
-100,345
2034
$4.51M ﹤0.01%
256,349
+6,972
2035
$4.5M ﹤0.01%
230,522
-16,078
2036
$4.5M ﹤0.01%
105,111
-32,665
2037
$4.47M ﹤0.01%
43,295
+39,863
2038
$4.46M ﹤0.01%
80,135
-95,952
2039
$4.45M ﹤0.01%
173,739
+168,767
2040
$4.44M ﹤0.01%
36,463
+5,143
2041
$4.44M ﹤0.01%
134,023
-85,472
2042
$4.43M ﹤0.01%
451,062
-358,023
2043
$4.42M ﹤0.01%
20,105
-2,936
2044
$4.4M ﹤0.01%
41,632
-18,241
2045
$4.38M ﹤0.01%
216,892
-24,232
2046
$4.38M ﹤0.01%
66,173
-15,391
2047
$4.38M ﹤0.01%
161,906
-58,673
2048
$4.37M ﹤0.01%
574,743
+502,771
2049
$4.35M ﹤0.01%
211,725
-30,651
2050
$4.35M ﹤0.01%
285,183
-94,712