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
$404B
AUM Growth
-$11.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,715
New
Increased
Reduced
Closed

Top Buys

1 +$2.02B
2 +$1.71B
3 +$830M
4
T icon
AT&T
T
+$809M
5
LLY icon
Eli Lilly
LLY
+$646M

Top Sells

1 +$1.03B
2 +$818M
3 +$800M
4
SLB icon
SLB Limited
SLB
+$573M
5
WFC icon
Wells Fargo
WFC
+$554M

Sector Composition

1 Financials 15.05%
2 Healthcare 12.61%
3 Technology 11.45%
4 Consumer Discretionary 8.72%
5 Industrials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$4.39M ﹤0.01%
332,403
-145,767
2027
$4.35M ﹤0.01%
28,348
+11,061
2028
$4.35M ﹤0.01%
255,490
+2,030
2029
$4.34M ﹤0.01%
79,077
-11,626
2030
$4.34M ﹤0.01%
122,730
+109,299
2031
$4.33M ﹤0.01%
228,008
+8,050
2032
$4.33M ﹤0.01%
59,574
+17,389
2033
$4.3M ﹤0.01%
118,418
+9,235
2034
$4.29M ﹤0.01%
+104,145
2035
$4.29M ﹤0.01%
264,759
+120,642
2036
$4.28M ﹤0.01%
5,710,154
2037
$4.28M ﹤0.01%
261,006
-606,465
2038
$4.28M ﹤0.01%
259,930
-173,718
2039
$4.25M ﹤0.01%
165,660
-44,006
2040
$4.25M ﹤0.01%
146,668
-418,488
2041
$4.25M ﹤0.01%
154,652
+112,393
2042
$4.25M ﹤0.01%
+512,182
2043
$4.24M ﹤0.01%
944,143
+831,116
2044
$4.24M ﹤0.01%
8,402
+8,235
2045
$4.23M ﹤0.01%
259,119
+7,319
2046
$4.22M ﹤0.01%
155,845
-3,700
2047
$4.22M ﹤0.01%
67,684
-10,810
2048
$4.21M ﹤0.01%
69,584
-92,582
2049
$4.21M ﹤0.01%
+281,700
2050
$4.19M ﹤0.01%
+270,342