JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 24.92%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,755
New
Increased
Reduced
Closed

Top Buys

1 +$963M
2 +$757M
3 +$728M
4
PM icon
Philip Morris
PM
+$691M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$652M

Top Sells

1 +$2.24B
2 +$732M
3 +$673M
4
GILD icon
Gilead Sciences
GILD
+$587M
5
MET icon
MetLife
MET
+$579M

Sector Composition

1 Financials 15.56%
2 Technology 12.01%
3 Healthcare 9.71%
4 Consumer Discretionary 9.06%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$4.76M ﹤0.01%
59,451
-54,503
2002
$4.76M ﹤0.01%
426,895
+374,191
2003
$4.75M ﹤0.01%
185,405
+54,769
2004
$4.75M ﹤0.01%
175,084
-68,271
2005
$4.74M ﹤0.01%
361,539
-97,094
2006
$4.74M ﹤0.01%
149,479
+13,708
2007
$4.74M ﹤0.01%
122,196
+115,085
2008
$4.73M ﹤0.01%
85,902
-11,844
2009
$4.73M ﹤0.01%
147,052
+19,842
2010
$4.71M ﹤0.01%
981,892
-1,436,115
2011
$4.71M ﹤0.01%
151,220
+151,000
2012
$4.71M ﹤0.01%
66,827
+11,881
2013
$4.7M ﹤0.01%
606,432
-69,640
2014
$4.69M ﹤0.01%
99,539
+10,261
2015
$4.69M ﹤0.01%
231,971
+1,572
2016
$4.68M ﹤0.01%
195,525
-91,275
2017
$4.67M ﹤0.01%
387,859
-171,149
2018
$4.66M ﹤0.01%
67,052
+1,490
2019
$4.65M ﹤0.01%
1,217,513
+1,078,617
2020
$4.63M ﹤0.01%
183,212
-36,255
2021
$4.63M ﹤0.01%
61,306
+1,894
2022
$4.62M ﹤0.01%
100,304
-80,988
2023
$4.61M ﹤0.01%
165,028
-191,935
2024
$4.61M ﹤0.01%
229,271
-1,051,344
2025
$4.6M ﹤0.01%
106,754
+2,146