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
$675B
AUM Growth
-$98.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,293
New
Increased
Reduced
Closed

Top Buys

1 +$4.15B
2 +$2.17B
3 +$1.8B
4
AMZN icon
Amazon
AMZN
+$1.7B
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.41B

Top Sells

1 +$4.17B
2 +$1.58B
3 +$659M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$627M
5
CERN
Cerner Corp
CERN
+$608M

Sector Composition

1 Technology 16%
2 Healthcare 13.32%
3 Financials 11.15%
4 Consumer Discretionary 8.38%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$7.08M ﹤0.01%
552,541
+18,620
2027
$7.08M ﹤0.01%
73,943
-20,536
2028
$7.08M ﹤0.01%
187,314
+57,386
2029
$7.07M ﹤0.01%
1,083,275
-39,542
2030
$7.07M ﹤0.01%
136,101
-30,155
2031
$7.06M ﹤0.01%
85,274
-7,953
2032
$7.06M ﹤0.01%
264,740
-372,560
2033
$7.06M ﹤0.01%
35,038
+7,110
2034
$7.05M ﹤0.01%
174,751
-15,313
2035
$7.05M ﹤0.01%
522,569
+11,677
2036
$7.05M ﹤0.01%
46,680
-522
2037
$7.04M ﹤0.01%
79,365
-3,258
2038
$7.04M ﹤0.01%
50,388
+11,079
2039
$7.04M ﹤0.01%
399,134
+139,752
2040
$7.04M ﹤0.01%
343,859
-70,165
2041
$7.03M ﹤0.01%
375,680
+256,719
2042
$7.02M ﹤0.01%
230,748
-61,048
2043
$7.01M ﹤0.01%
169,214
-37,874
2044
$7M ﹤0.01%
1,171,774
+1,167,902
2045
$6.98M ﹤0.01%
479,725
+146,061
2046
$6.98M ﹤0.01%
85,075
+2,435
2047
$6.98M ﹤0.01%
255,149
+175,806
2048
$6.95M ﹤0.01%
775,908
+15,135
2049
$6.94M ﹤0.01%
93,332
+23,087
2050
$6.91M ﹤0.01%
232,561
-81,552