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
$488B
AUM Growth
+$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,082
New
Increased
Reduced
Closed

Top Buys

1 +$1.02B
2 +$1.02B
3 +$1B
4
TSLA icon
Tesla
TSLA
+$912M
5
JNJ icon
Johnson & Johnson
JNJ
+$842M

Top Sells

1 +$1.5B
2 +$1.27B
3 +$1.05B
4
STI
SunTrust Banks, Inc.
STI
+$987M
5
CELG
Celgene Corp
CELG
+$929M

Sector Composition

1 Technology 14.23%
2 Financials 13.12%
3 Healthcare 10.39%
4 Consumer Discretionary 9.46%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$5.28M ﹤0.01%
273,452
-26,676
2027
$5.27M ﹤0.01%
285,265
+283,025
2028
$5.23M ﹤0.01%
1,324,034
-261,232
2029
$5.22M ﹤0.01%
313,017
+153,593
2030
$5.21M ﹤0.01%
497,739
+149,526
2031
$5.21M ﹤0.01%
132,409
+117,429
2032
$5.21M ﹤0.01%
599,137
+38,827
2033
$5.2M ﹤0.01%
120,269
-359,381
2034
$5.2M ﹤0.01%
1,309,916
-2,082,541
2035
$5.18M ﹤0.01%
407,752
-364,203
2036
$5.16M ﹤0.01%
257,192
+21,568
2037
$5.16M ﹤0.01%
73,873
+26,571
2038
$5.16M ﹤0.01%
55,985
+2,294
2039
$5.15M ﹤0.01%
260,822
+59,249
2040
$5.13M ﹤0.01%
105,216
-15,781
2041
$5.13M ﹤0.01%
308,975
-71,257
2042
$5.11M ﹤0.01%
235,173
-103,254
2043
$5.1M ﹤0.01%
85,608
-11,447
2044
$5.1M ﹤0.01%
58,878
+24,588
2045
$5.1M ﹤0.01%
360,400
-62,983
2046
$5.09M ﹤0.01%
203,108
-2,321
2047
$5.08M ﹤0.01%
163,961
+4,311
2048
$5.08M ﹤0.01%
80,885
+27,936
2049
$5.05M ﹤0.01%
92,652
+9,640
2050
$5.02M ﹤0.01%
289,824
-180,283