JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 24.92%
 

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
+24.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,755
New
Increased
Reduced
Closed

Top Buys

1 +$963M
2 +$757M
3 +$728M
4
PM icon
Philip Morris
PM
+$691M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$652M

Top Sells

1 +$2.24B
2 +$732M
3 +$673M
4
GILD icon
Gilead Sciences
GILD
+$587M
5
MET icon
MetLife
MET
+$579M

Sector Composition

1 Financials 15.56%
2 Technology 12.01%
3 Healthcare 9.71%
4 Consumer Discretionary 9.06%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$4.59M ﹤0.01%
28,622
-32,714
2027
$4.58M ﹤0.01%
30,914
-7,206
2028
$4.58M ﹤0.01%
295,552
-450,013
2029
$4.58M ﹤0.01%
210,858
+75,791
2030
$4.54M ﹤0.01%
39,979
+18,258
2031
$4.53M ﹤0.01%
255,954
+187,042
2032
$4.52M ﹤0.01%
45,182
-9,773
2033
$4.52M ﹤0.01%
236,535
-14,906
2034
$4.51M ﹤0.01%
239,206
-100,345
2035
$4.51M ﹤0.01%
256,349
+6,972
2036
$4.5M ﹤0.01%
230,522
-16,078
2037
$4.5M ﹤0.01%
105,111
-32,665
2038
$4.47M ﹤0.01%
43,295
+39,863
2039
$4.46M ﹤0.01%
80,135
-95,952
2040
$4.45M ﹤0.01%
173,739
+168,767
2041
$4.44M ﹤0.01%
36,463
+5,143
2042
$4.44M ﹤0.01%
134,023
-85,472
2043
$4.43M ﹤0.01%
451,062
-358,023
2044
$4.42M ﹤0.01%
20,105
-2,936
2045
$4.4M ﹤0.01%
41,632
-18,241
2046
$4.38M ﹤0.01%
216,892
-24,232
2047
$4.38M ﹤0.01%
66,173
-15,391
2048
$4.38M ﹤0.01%
161,906
-58,673
2049
$4.37M ﹤0.01%
574,743
+502,771
2050
$4.35M ﹤0.01%
211,725
-30,651