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
-$82.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,210
New
Increased
Reduced
Closed

Top Buys

1 +$1.48B
2 +$1.45B
3 +$1.18B
4
LIN icon
Linde
LIN
+$751M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$719M

Top Sells

1 +$6.32B
2 +$1.29B
3 +$862M
4
AAPL icon
Apple
AAPL
+$795M
5
DIS icon
Walt Disney
DIS
+$750M

Sector Composition

1 Financials 13.46%
2 Technology 12.55%
3 Healthcare 11.88%
4 Consumer Discretionary 8.9%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$4.67M ﹤0.01%
228,134
-11,184
2027
$4.67M ﹤0.01%
63,022
+46,855
2028
$4.66M ﹤0.01%
201,762
+47,208
2029
$4.66M ﹤0.01%
103,051
+3,908
2030
$4.66M ﹤0.01%
217,022
+39,079
2031
$4.65M ﹤0.01%
96,591
-14,939
2032
$4.63M ﹤0.01%
134,211
+132,463
2033
$4.63M ﹤0.01%
63,405
+19,911
2034
$4.62M ﹤0.01%
1,003,040
+129,336
2035
$4.61M ﹤0.01%
193,860
+96,880
2036
$4.6M ﹤0.01%
311,816
+278,416
2037
$4.59M ﹤0.01%
30,471
-13,144
2038
$4.58M ﹤0.01%
24,987
+8,687
2039
$4.57M ﹤0.01%
616,096
+600,155
2040
$4.56M ﹤0.01%
229,935
+225,765
2041
$4.55M ﹤0.01%
61,502
-95,009
2042
$4.54M ﹤0.01%
+873,400
2043
$4.54M ﹤0.01%
45,492
+17,418
2044
$4.53M ﹤0.01%
213,447
+58,677
2045
$4.52M ﹤0.01%
136,542
+5,443
2046
$4.51M ﹤0.01%
50,042
-269,099
2047
$4.5M ﹤0.01%
+124,033
2048
$4.49M ﹤0.01%
138,356
+1,866
2049
$4.49M ﹤0.01%
830,097
+35,815
2050
$4.49M ﹤0.01%
276,720
+1,433