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
$1.31T
AUM Growth
+$48.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,769
New
Increased
Reduced
Closed

Top Buys

1 +$4.91B
2 +$3.85B
3 +$3.75B
4
AAPL icon
Apple
AAPL
+$3.5B
5
AMZN icon
Amazon
AMZN
+$3.3B

Top Sells

1 +$1.42B
2 +$1.19B
3 +$1.05B
4
CSX icon
CSX Corp
CSX
+$908M
5
PYPL icon
PayPal
PYPL
+$903M

Sector Composition

1 Technology 21.9%
2 Financials 10.95%
3 Consumer Discretionary 10.24%
4 Healthcare 9.4%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$12.1M ﹤0.01%
395,876
+76,353
2002
$12.1M ﹤0.01%
486,882
+135,483
2003
$11.9M ﹤0.01%
264,042
+90,777
2004
$11.9M ﹤0.01%
999,360
+249,133
2005
$11.9M ﹤0.01%
347,040
-74,562
2006
$11.9M ﹤0.01%
1,668,452
-319,591
2007
$11.8M ﹤0.01%
260,584
+179,660
2008
$11.8M ﹤0.01%
1,982,663
-86,133
2009
$11.8M ﹤0.01%
451,717
+5,848
2010
$11.8M ﹤0.01%
620,152
+36,802
2011
$11.8M ﹤0.01%
554,629
+240,844
2012
$11.8M ﹤0.01%
760,142
-167,311
2013
$11.8M ﹤0.01%
99,932
-70,801
2014
$11.7M ﹤0.01%
856,043
-19,261
2015
$11.7M ﹤0.01%
109,912
+30,820
2016
$11.7M ﹤0.01%
1,519,814
+714
2017
$11.7M ﹤0.01%
134,064
-245,499
2018
$11.7M ﹤0.01%
451,463
+166,256
2019
$11.7M ﹤0.01%
183,794
+10,413
2020
$11.7M ﹤0.01%
437,505
-146,563
2021
$11.6M ﹤0.01%
280,684
+15,495
2022
$11.6M ﹤0.01%
150,846
+95,894
2023
$11.6M ﹤0.01%
444,070
-89,222
2024
$11.6M ﹤0.01%
2,114,709
+1,071,268
2025
$11.6M ﹤0.01%
84,613
-91,948