JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$450B
AUM Growth
+$11.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,058
New
Increased
Reduced
Closed

Top Buys

1 +$1.09B
2 +$1.03B
3 +$970M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$877M
5
VZ icon
Verizon
VZ
+$875M

Top Sells

1 +$2.58B
2 +$1.37B
3 +$764M
4
IBM icon
IBM
IBM
+$737M
5
PM icon
Philip Morris
PM
+$640M

Sector Composition

1 Financials 14.86%
2 Technology 13.42%
3 Healthcare 10.29%
4 Consumer Discretionary 9.21%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$6.3M ﹤0.01%
175,968
-83,787
2002
$6.29M ﹤0.01%
204,166
+30,300
2003
$6.29M ﹤0.01%
87,471
-213,686
2004
$6.28M ﹤0.01%
109,639
+59,703
2005
$6.28M ﹤0.01%
121,052
+52,172
2006
$6.26M ﹤0.01%
342,211
-38,212
2007
$6.25M ﹤0.01%
264,470
+45,676
2008
$6.25M ﹤0.01%
121,667
-6,860
2009
$6.25M ﹤0.01%
126,320
-363
2010
$6.25M ﹤0.01%
395,368
-26,764
2011
$6.22M ﹤0.01%
181,556
+34,091
2012
$6.19M ﹤0.01%
97,858
+33,392
2013
$6.18M ﹤0.01%
151,223
-123,445
2014
$6.16M ﹤0.01%
1,101,191
+27,030
2015
$6.15M ﹤0.01%
294,149
+211,453
2016
$6.13M ﹤0.01%
301,634
+129,682
2017
$6.12M ﹤0.01%
373,453
-22,284
2018
$6.12M ﹤0.01%
563,670
-58,716
2019
$6.11M ﹤0.01%
228,075
-125,976
2020
$6.1M ﹤0.01%
62,193
-11,003
2021
$6.09M ﹤0.01%
176,105
-16,504
2022
$6.06M ﹤0.01%
405,175
-162,677
2023
$6.06M ﹤0.01%
164,410
+11,993
2024
$6.05M ﹤0.01%
81,472
+58,523
2025
$6.04M ﹤0.01%
10,299
+911