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
$412B
AUM Growth
+$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,815
New
Increased
Reduced
Closed

Top Buys

1 +$2.05B
2 +$1.32B
3 +$727M
4
TT icon
Trane Technologies
TT
+$704M
5
AABA
Altaba Inc
AABA
+$658M

Top Sells

1 +$2.18B
2 +$715M
3 +$676M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$662M
5
GM icon
General Motors
GM
+$603M

Sector Composition

1 Financials 15.51%
2 Technology 12.21%
3 Healthcare 9.97%
4 Consumer Discretionary 8.99%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$4.91M ﹤0.01%
128,272
+20,300
2002
$4.89M ﹤0.01%
587,650
-35,900
2003
$4.88M ﹤0.01%
42,212
-1,083
2004
$4.88M ﹤0.01%
49,539
+18,257
2005
$4.88M ﹤0.01%
505,227
+391,632
2006
$4.87M ﹤0.01%
77,873
-181,737
2007
$4.84M ﹤0.01%
69,878
-18,837
2008
$4.84M ﹤0.01%
39,865
-18,640
2009
$4.82M ﹤0.01%
788,683
+778,011
2010
$4.82M ﹤0.01%
264,814
-30,738
2011
$4.81M ﹤0.01%
74,792
-15,585
2012
$4.81M ﹤0.01%
199,725
+189,730
2013
$4.8M ﹤0.01%
89,000
-56,268
2014
$4.79M ﹤0.01%
491,706
-43,558
2015
$4.78M ﹤0.01%
1,233,899
-28,561
2016
$4.77M ﹤0.01%
49,953
-16,333
2017
$4.77M ﹤0.01%
180,438
-69,832
2018
$4.76M ﹤0.01%
+13,641
2019
$4.75M ﹤0.01%
103,539
+39,200
2020
$4.72M ﹤0.01%
+650,000
2021
$4.69M ﹤0.01%
319,958
+312,419
2022
$4.68M ﹤0.01%
299,267
+262,318
2023
$4.66M ﹤0.01%
205,000
-25,522
2024
$4.66M ﹤0.01%
573,002
+12,530
2025
$4.62M ﹤0.01%
176,131
-7,081