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
$401B
AUM Growth
-$87.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,040
New
Increased
Reduced
Closed

Top Sells

1 +$1.11B
2 +$1.1B
3 +$933M
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$921M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$787M

Sector Composition

1 Technology 15.74%
2 Healthcare 11.55%
3 Financials 11.4%
4 Consumer Discretionary 9.54%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$4.12M ﹤0.01%
707,588
+318,075
2027
$4.12M ﹤0.01%
421,894
+13,345
2028
$4.11M ﹤0.01%
82,152
-5,996
2029
$4.11M ﹤0.01%
107,452
+53,613
2030
$4.1M ﹤0.01%
299,396
-54,464
2031
$4.09M ﹤0.01%
629,119
-313,816
2032
$4.07M ﹤0.01%
110,733
+24,498
2033
$4.07M ﹤0.01%
320,364
-371,643
2034
$4.06M ﹤0.01%
178,778
-39,138
2035
$4.06M ﹤0.01%
157,294
+131,144
2036
$4.05M ﹤0.01%
1,034,092
+32,640
2037
$4.05M ﹤0.01%
413,974
-29,847
2038
$4.05M ﹤0.01%
+395,852
2039
$4.04M ﹤0.01%
79,886
+25,341
2040
$4.04M ﹤0.01%
577,118
+150,734
2041
$4.04M ﹤0.01%
301,920
-178,059
2042
$4.04M ﹤0.01%
35,870
+17,705
2043
$4.02M ﹤0.01%
339,274
+325,912
2044
$4.01M ﹤0.01%
111,770
+78,466
2045
$4.01M ﹤0.01%
451,648
+221,485
2046
$4M ﹤0.01%
156,517
+2,561
2047
$4M ﹤0.01%
306,506
+272,798
2048
$4M ﹤0.01%
52,706
+10,355
2049
$3.98M ﹤0.01%
260,025
+72,422
2050
$3.97M ﹤0.01%
232,598
+91,531