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
$366B
AUM Growth
-$12.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,565
New
Increased
Reduced
Closed

Top Buys

1 +$2.35B
2 +$467M
3 +$457M
4
EMN icon
Eastman Chemical
EMN
+$455M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$443M

Top Sells

1 +$1.17B
2 +$781M
3 +$766M
4
CB
CHUBB CORPORATION
CB
+$721M
5
CTSH icon
Cognizant
CTSH
+$570M

Sector Composition

1 Financials 14.21%
2 Technology 12.06%
3 Healthcare 10.67%
4 Consumer Discretionary 9.05%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$3.42M ﹤0.01%
205,403
-5,997
2027
$3.4M ﹤0.01%
248,714
-21,041
2028
$3.4M ﹤0.01%
172,473
-97,934
2029
$3.38M ﹤0.01%
139,009
-13,364
2030
$3.38M ﹤0.01%
71,402
-383,884
2031
$3.37M ﹤0.01%
146,407
+146,128
2032
$3.36M ﹤0.01%
159,298
-12,374
2033
$3.36M ﹤0.01%
50,640
+9,164
2034
$3.34M ﹤0.01%
697,882
-432,853
2035
$3.33M ﹤0.01%
362,439
+4,367
2036
$3.31M ﹤0.01%
230,924
-19,924
2037
$3.29M ﹤0.01%
193,600
2038
$3.29M ﹤0.01%
187,800
-1,300
2039
$3.29M ﹤0.01%
216,902
2040
$3.29M ﹤0.01%
113,728
-17,835
2041
$3.28M ﹤0.01%
260,600
-4,900
2042
$3.28M ﹤0.01%
79,545
+78,723
2043
$3.28M ﹤0.01%
152,393
+49,356
2044
$3.27M ﹤0.01%
266,713
+262,684
2045
$3.25M ﹤0.01%
36,651
-5,993
2046
$3.24M ﹤0.01%
117
+3
2047
$3.23M ﹤0.01%
58,281
-8,553
2048
$3.23M ﹤0.01%
66,624
+25,679
2049
$3.23M ﹤0.01%
154,016
-3,038
2050
$3.2M ﹤0.01%
99,702
+33,378