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
$873B
AUM Growth
+$103B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,546
New
Increased
Reduced
Closed

Top Buys

1 +$6.27B
2 +$5.61B
3 +$3.32B
4
META icon
Meta Platforms (Facebook)
META
+$3.21B
5
AAPL icon
Apple
AAPL
+$2.9B

Top Sells

1 +$3.23B
2 +$1.76B
3 +$702M
4
NKE icon
Nike
NKE
+$702M
5
TSLA icon
Tesla
TSLA
+$652M

Sector Composition

1 Technology 20.52%
2 Healthcare 11.04%
3 Financials 9.44%
4 Consumer Discretionary 8.87%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$8.92M ﹤0.01%
549,557
-81,698
2027
$8.91M ﹤0.01%
403,237
-2,031
2028
$8.9M ﹤0.01%
187,400
-12,600
2029
$8.9M ﹤0.01%
1,098,480
+43,960
2030
$8.87M ﹤0.01%
90,955
-14,020
2031
$8.87M ﹤0.01%
599,162
-8,776
2032
$8.86M ﹤0.01%
78,424
-14,382
2033
$8.86M ﹤0.01%
200,561
-79,497
2034
$8.86M ﹤0.01%
546,533
+543,895
2035
$8.83M ﹤0.01%
594,982
-109,253
2036
$8.83M ﹤0.01%
82,205
+11,892
2037
$8.81M ﹤0.01%
1,117,206
+340,044
2038
$8.79M ﹤0.01%
225,795
+101,967
2039
$8.78M ﹤0.01%
516,586
-111,414
2040
$8.77M ﹤0.01%
710,106
-334,437
2041
$8.77M ﹤0.01%
3,113
+2,527
2042
$8.75M ﹤0.01%
796,196
+637,829
2043
$8.67M ﹤0.01%
130,244
+21,447
2044
$8.65M ﹤0.01%
392,323
+43,470
2045
$8.64M ﹤0.01%
120,255
+109,942
2046
$8.64M ﹤0.01%
225,697
-10,140
2047
$8.64M ﹤0.01%
372,420
+12,524
2048
$8.63M ﹤0.01%
485,919
-53,006
2049
$8.59M ﹤0.01%
797,819
+590,308
2050
$8.59M ﹤0.01%
488,701
+365,360