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
$857B
AUM Growth
-$16.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,847
New
Increased
Reduced
Closed

Top Buys

1 +$3.57B
2 +$2.84B
3 +$2.47B
4
MA icon
Mastercard
MA
+$1.44B
5
META icon
Meta Platforms (Facebook)
META
+$1.31B

Top Sells

1 +$4.44B
2 +$3.14B
3 +$1.87B
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$1.84B
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.57B

Sector Composition

1 Technology 20.05%
2 Healthcare 11.18%
3 Financials 9.56%
4 Consumer Discretionary 9.09%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$8.18M ﹤0.01%
218,169
-7,528
2027
$8.17M ﹤0.01%
492,716
-86,373
2028
$8.17M ﹤0.01%
333,133
+515
2029
$8.17M ﹤0.01%
298,070
-3,750
2030
$8.17M ﹤0.01%
94,634
-2,013
2031
$8.11M ﹤0.01%
187,400
2032
$8.09M ﹤0.01%
106,647
+9,796
2033
$8.08M ﹤0.01%
361,007
-43,235
2034
$8.06M ﹤0.01%
201,122
-9,316
2035
$8.06M ﹤0.01%
91,875
-143,975
2036
$8.04M ﹤0.01%
161,266
-5,201
2037
$8.03M ﹤0.01%
667,805
+47,216
2038
$8.02M ﹤0.01%
144,297
-44,088
2039
$7.99M ﹤0.01%
75,323
-161,041
2040
$7.98M ﹤0.01%
258,489
-11,606
2041
$7.97M ﹤0.01%
125,024
-17,077
2042
$7.96M ﹤0.01%
248,145
-3,177
2043
$7.95M ﹤0.01%
1,233,081
+800,230
2044
$7.94M ﹤0.01%
173,737
+27,379
2045
$7.93M ﹤0.01%
141,295
-50,414
2046
$7.92M ﹤0.01%
283,406
+87,718
2047
$7.92M ﹤0.01%
+94,221
2048
$7.91M ﹤0.01%
135,226
-123,713
2049
$7.91M ﹤0.01%
944,769
+100,689
2050
$7.89M ﹤0.01%
578,953
-97,157