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
$770B
AUM Growth
+$64.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,466
New
Increased
Reduced
Closed

Top Buys

1 +$5.59B
2 +$3.18B
3 +$2.09B
4
NVDA icon
NVIDIA
NVDA
+$2.01B
5
META icon
Meta Platforms (Facebook)
META
+$1.99B

Top Sells

1 +$1.75B
2 +$1.33B
3 +$1.23B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.17B
5
ADP icon
Automatic Data Processing
ADP
+$1.16B

Sector Composition

1 Technology 18.3%
2 Healthcare 11.5%
3 Financials 9.97%
4 Consumer Discretionary 9.25%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$8.32M ﹤0.01%
94,949
+13,606
2027
$8.31M ﹤0.01%
449,205
+9,007
2028
$8.3M ﹤0.01%
151,411
-10,709
2029
$8.28M ﹤0.01%
151,542
-46,674
2030
$8.27M ﹤0.01%
431,160
+12,035
2031
$8.26M ﹤0.01%
746,238
-28,328
2032
$8.26M ﹤0.01%
258,514
+13,748
2033
$8.21M ﹤0.01%
219,193
+1,600
2034
$8.21M ﹤0.01%
1,132,951
-49,703
2035
$8.2M ﹤0.01%
55,411
-11,050
2036
$8.19M ﹤0.01%
341,840
-1,337
2037
$8.15M ﹤0.01%
75,997
-747
2038
$8.13M ﹤0.01%
534,105
+390,176
2039
$8.13M ﹤0.01%
261,462
-25,899
2040
$8.12M ﹤0.01%
88,608
+50,419
2041
$8.11M ﹤0.01%
128,269
-25,336
2042
$8.11M ﹤0.01%
991,322
+924,791
2043
$8.11M ﹤0.01%
59,803
-5,823
2044
$8.1M ﹤0.01%
85,468
+2,255
2045
$8.09M ﹤0.01%
211,468
+28,153
2046
$8.09M ﹤0.01%
300,998
-7,089
2047
$8.08M ﹤0.01%
221,181
-1,247,278
2048
$8.07M ﹤0.01%
359,896
+187,484
2049
$8.07M ﹤0.01%
701,844
+686,436
2050
$8.06M ﹤0.01%
246,367
+78,721