JP Morgan Chase

JP Morgan Chase 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
$366B
AUM Growth
-$12.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,565
New
Increased
Reduced
Closed

Top Buys

1 +$2.35B
2 +$467M
3 +$457M
4
EMN icon
Eastman Chemical
EMN
+$455M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$443M

Top Sells

1 +$1.17B
2 +$781M
3 +$766M
4
CB
CHUBB CORPORATION
CB
+$721M
5
CTSH icon
Cognizant
CTSH
+$570M

Sector Composition

1 Financials 14.21%
2 Technology 12.06%
3 Healthcare 10.67%
4 Consumer Discretionary 9.05%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$3.59M ﹤0.01%
11,813
-111
2002
$3.58M ﹤0.01%
331,340
-27,412
2003
$3.58M ﹤0.01%
464,712
+8,480
2004
$3.57M ﹤0.01%
219,508
-1,966
2005
$3.57M ﹤0.01%
62,576
-5,967
2006
$3.57M ﹤0.01%
68,278
-2,364
2007
$3.55M ﹤0.01%
+289,025
2008
$3.55M ﹤0.01%
126,693
+120,199
2009
$3.55M ﹤0.01%
296,552
+222,694
2010
$3.54M ﹤0.01%
100,707
-33,227
2011
$3.54M ﹤0.01%
223,269
+155,663
2012
$3.54M ﹤0.01%
227,564
-5,063
2013
$3.53M ﹤0.01%
381,875
+156,725
2014
$3.52M ﹤0.01%
68,329
+8,624
2015
$3.51M ﹤0.01%
139,564
-136,871
2016
$3.5M ﹤0.01%
316,992
+30,760
2017
$3.47M ﹤0.01%
104,009
-16,874
2018
$3.46M ﹤0.01%
90,479
-3,159
2019
$3.46M ﹤0.01%
257,840
+257,438
2020
$3.45M ﹤0.01%
54,837
-16,125
2021
$3.45M ﹤0.01%
84,426
+47,484
2022
$3.45M ﹤0.01%
146,257
+136,272
2023
$3.44M ﹤0.01%
478,475
-2,075
2024
$3.44M ﹤0.01%
246,801
-98,122
2025
$3.42M ﹤0.01%
61,936
-20,188