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
$540B
AUM Growth
+$49.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,288
New
Increased
Reduced
Closed

Top Buys

1 +$1.56B
2 +$1.02B
3 +$505M
4
TFC icon
Truist Financial
TFC
+$502M
5
ADI icon
Analog Devices
ADI
+$492M

Top Sells

1 +$1.78B
2 +$855M
3 +$828M
4
VZ icon
Verizon
VZ
+$792M
5
MSFT icon
Microsoft
MSFT
+$789M

Sector Composition

1 Technology 17.8%
2 Consumer Discretionary 11.44%
3 Healthcare 10.78%
4 Financials 10.39%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$5.89M ﹤0.01%
104,232
-92,498
2002
$5.88M ﹤0.01%
27,966
+17,885
2003
$5.86M ﹤0.01%
+561,335
2004
$5.86M ﹤0.01%
161,878
-20,171
2005
$5.85M ﹤0.01%
728,354
+26
2006
$5.83M ﹤0.01%
1,107,262
+43,084
2007
$5.83M ﹤0.01%
472,232
-94,682
2008
$5.82M ﹤0.01%
469,731
-111,517
2009
$5.82M ﹤0.01%
162,595
+2,476
2010
$5.81M ﹤0.01%
482,980
+26,944
2011
$5.81M ﹤0.01%
219,493
-1,848
2012
$5.8M ﹤0.01%
471,660
-1,423,740
2013
$5.79M ﹤0.01%
423,464
-613,770
2014
$5.79M ﹤0.01%
496,769
+315,664
2015
$5.76M ﹤0.01%
193,958
-4,128
2016
$5.75M ﹤0.01%
107,976
-51,629
2017
$5.75M ﹤0.01%
278,390
+3,379
2018
$5.74M ﹤0.01%
102,388
+4,497
2019
$5.74M ﹤0.01%
542,132
+132,740
2020
$5.73M ﹤0.01%
131,912
+38,627
2021
$5.73M ﹤0.01%
1,762,496
-339,418
2022
$5.72M ﹤0.01%
123,173
+8,879
2023
$5.71M ﹤0.01%
174,190
-8,787
2024
$5.7M ﹤0.01%
73,172
-1,761
2025
$5.69M ﹤0.01%
384,061
+204,363