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
$1.12T
AUM Growth
+$146B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,913
New
Increased
Reduced
Closed

Top Buys

1 +$5B
2 +$4.43B
3 +$4B
4
AAPL icon
Apple
AAPL
+$3.19B
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.09B

Top Sells

1 +$2.49B
2 +$2.41B
3 +$1.76B
4
ADBE icon
Adobe
ADBE
+$1.4B
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.3B

Sector Composition

1 Technology 22.83%
2 Healthcare 10.08%
3 Consumer Discretionary 9.55%
4 Financials 9.44%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$10.9M ﹤0.01%
630,532
+77,706
2002
$10.9M ﹤0.01%
213,919
+12,042
2003
$10.9M ﹤0.01%
1,849,950
+1,365,624
2004
$10.9M ﹤0.01%
505,174
-29,542
2005
$10.9M ﹤0.01%
200,000
2006
$10.9M ﹤0.01%
136,565
+115,504
2007
$10.9M ﹤0.01%
1,720,811
+83,463
2008
$10.8M ﹤0.01%
19,653
+10,725
2009
$10.8M ﹤0.01%
1,358,669
+21,392
2010
$10.8M ﹤0.01%
1,082,105
+701,295
2011
$10.8M ﹤0.01%
140,250
+18,806
2012
$10.8M ﹤0.01%
400,069
+32,489
2013
$10.7M ﹤0.01%
850,931
+548,515
2014
$10.7M ﹤0.01%
1,070,059
+935,774
2015
$10.7M ﹤0.01%
318,189
-21,042
2016
$10.7M ﹤0.01%
317,551
-5,268
2017
$10.7M ﹤0.01%
936,643
-793,892
2018
$10.6M ﹤0.01%
417,726
+34,909
2019
$10.6M ﹤0.01%
282,140
-10,285
2020
$10.6M ﹤0.01%
850,064
+491,427
2021
$10.5M ﹤0.01%
242,056
-70,739
2022
$10.5M ﹤0.01%
461,063
-40,874
2023
$10.5M ﹤0.01%
568,277
+37,955
2024
$10.5M ﹤0.01%
398,925
+312,340
2025
$10.5M ﹤0.01%
92,944
-8,090