JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.45T
1-Year Est. Return 22.34%
 

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
+22.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$705B
AUM Growth
+$59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,371
New
Increased
Reduced
Closed

Top Buys

1 +$2.57B
2 +$1.18B
3 +$832M
4
PEG icon
Public Service Enterprise Group
PEG
+$765M
5
UNP icon
Union Pacific
UNP
+$728M

Top Sells

1 +$1.43B
2 +$1.02B
3 +$1.01B
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$917M
5
EXC icon
Exelon
EXC
+$776M

Sector Composition

1 Technology 15.36%
2 Healthcare 13.81%
3 Financials 11.38%
4 Consumer Discretionary 8.3%
5 Industrials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$7.62M ﹤0.01%
119,870
-25,360
2002
$7.58M ﹤0.01%
806,958
+333,208
2003
$7.57M ﹤0.01%
137,317
+28,471
2004
$7.56M ﹤0.01%
883,617
+198,635
2005
$7.54M ﹤0.01%
107,087
+1,312
2006
$7.52M ﹤0.01%
1,051,587
+1,020,351
2007
$7.51M ﹤0.01%
281,399
-2,230
2008
$7.49M ﹤0.01%
189,321
+136,529
2009
$7.48M ﹤0.01%
116,964
+46,495
2010
$7.46M ﹤0.01%
263,777
+10,643
2011
$7.45M ﹤0.01%
238,790
+154
2012
$7.45M ﹤0.01%
164,722
+4,576
2013
$7.44M ﹤0.01%
7,083,953
+13,644
2014
$7.43M ﹤0.01%
392,154
-55,539
2015
$7.43M ﹤0.01%
600,672
+61,387
2016
$7.42M ﹤0.01%
+225,691
2017
$7.42M ﹤0.01%
908,264
-298,741
2018
$7.41M ﹤0.01%
144,203
+32,886
2019
$7.41M ﹤0.01%
249,384
-43,295
2020
$7.39M ﹤0.01%
409,829
+58,753
2021
$7.37M ﹤0.01%
1,422,690
+32,851
2022
$7.37M ﹤0.01%
127,894
-1,983
2023
$7.35M ﹤0.01%
404,018
-1,652
2024
$7.35M ﹤0.01%
151,463
+9,491
2025
$7.35M ﹤0.01%
245,660
-771,878