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
$1.45T
AUM Growth
+$141B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,883
New
Increased
Reduced
Closed

Top Buys

1 +$6.54B
2 +$5.22B
3 +$3.2B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.51B
5
DIS icon
Walt Disney
DIS
+$2.15B

Top Sells

1 +$4.6B
2 +$2.41B
3 +$2.15B
4
LIN icon
Linde
LIN
+$1.93B
5
UNP icon
Union Pacific
UNP
+$1.87B

Sector Composition

1 Technology 25.87%
2 Financials 10.43%
3 Consumer Discretionary 10.13%
4 Communication Services 7.61%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$12.4M ﹤0.01%
244,298
+66,094
2002
$12.3M ﹤0.01%
1,560,678
+40,864
2003
$12.3M ﹤0.01%
205,272
-65,439
2004
$12.3M ﹤0.01%
444,689
-600,316
2005
$12.3M ﹤0.01%
423,416
+20,970
2006
$12.3M ﹤0.01%
431,632
+151,063
2007
$12.3M ﹤0.01%
761,344
+726,923
2008
$12.2M ﹤0.01%
54,438
+39,616
2009
$12.2M ﹤0.01%
203,246
-375
2010
$12.2M ﹤0.01%
416,500
-35,217
2011
$12.2M ﹤0.01%
199,011
-47,571
2012
$12.2M ﹤0.01%
251,537
-13,211
2013
$12.2M ﹤0.01%
1,815,998
+1,811,607
2014
$12.2M ﹤0.01%
459,641
+363,085
2015
$12.2M ﹤0.01%
246,327
-43,374
2016
$12.2M ﹤0.01%
79,010
-5,603
2017
$12.2M ﹤0.01%
843,429
-566,543
2018
$12.2M ﹤0.01%
255,427
+142,243
2019
$12.1M ﹤0.01%
186,091
+138,633
2020
$12.1M ﹤0.01%
70,189
-55,285
2021
$12.1M ﹤0.01%
336,753
-82,615
2022
$12.1M ﹤0.01%
298,026
+11,929
2023
$12.1M ﹤0.01%
1,151,535
+906,388
2024
$12.1M ﹤0.01%
297,321
+17,287
2025
$12.1M ﹤0.01%
1,034,914
-49,269