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
$1.16T
AUM Growth
+$35.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,729
New
Increased
Reduced
Closed

Top Buys

1 +$4.65B
2 +$2.08B
3 +$2.05B
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.64B
5
MU icon
Micron Technology
MU
+$1.39B

Top Sells

1 +$2.4B
2 +$2.11B
3 +$1.64B
4
CRM icon
Salesforce
CRM
+$1.54B
5
ADBE icon
Adobe
ADBE
+$1.41B

Sector Composition

1 Technology 25.25%
2 Healthcare 9.71%
3 Consumer Discretionary 9.24%
4 Financials 9.04%
5 Industrials 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$10.6M ﹤0.01%
346,382
-198,173
2027
$10.5M ﹤0.01%
300,657
-52,133
2028
$10.5M ﹤0.01%
257,115
+10,140
2029
$10.5M ﹤0.01%
374,930
-77,995
2030
$10.5M ﹤0.01%
54,323
-2,872
2031
$10.5M ﹤0.01%
157,478
+12,649
2032
$10.4M ﹤0.01%
196,238
-337,897
2033
$10.4M ﹤0.01%
280,941
+107,175
2034
$10.4M ﹤0.01%
153,862
-14,969
2035
$10.4M ﹤0.01%
123,139
-30,008
2036
$10.4M ﹤0.01%
202,896
+152,105
2037
$10.3M ﹤0.01%
105,419
-25,209
2038
$10.3M ﹤0.01%
277,872
-110,541
2039
$10.3M ﹤0.01%
394,089
+240,670
2040
$10.3M ﹤0.01%
559,158
-9,119
2041
$10.3M ﹤0.01%
331,480
+105,937
2042
$10.3M ﹤0.01%
540,893
+403,717
2043
$10.3M ﹤0.01%
77,769
-13,985
2044
$10.3M ﹤0.01%
150,010
-69,588
2045
$10.3M ﹤0.01%
533,524
-280,233
2046
$10.3M ﹤0.01%
178,416
-49,528
2047
$10.3M ﹤0.01%
163,115
+131,372
2048
$10.2M ﹤0.01%
274,073
-8,067
2049
$10.2M ﹤0.01%
628,249
+153,245
2050
$10.2M ﹤0.01%
348,296
+267,219