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
2026
$7.34M ﹤0.01%
81,097
+37,693
2027
$7.33M ﹤0.01%
669,917
-95,521
2028
$7.32M ﹤0.01%
299,211
-21,763
2029
$7.3M ﹤0.01%
287,299
-4,296
2030
$7.29M ﹤0.01%
161,016
-60,824
2031
$7.26M ﹤0.01%
237,078
+104,374
2032
$7.26M ﹤0.01%
326,137
+58,265
2033
$7.23M ﹤0.01%
168,872
+62,246
2034
$7.21M ﹤0.01%
98,772
+1,997
2035
$7.2M ﹤0.01%
36,612
+3,315
2036
$7.17M ﹤0.01%
180,287
+35,870
2037
$7.17M ﹤0.01%
274,468
-4,865
2038
$7.17M ﹤0.01%
65,626
+18,433
2039
$7.13M ﹤0.01%
1,186,030
+46,920
2040
$7.13M ﹤0.01%
+70,000
2041
$7.13M ﹤0.01%
339,294
+25,618
2042
$7.1M ﹤0.01%
109,275
-38,199
2043
$7.1M ﹤0.01%
39,622
-11,212
2044
$7.09M ﹤0.01%
68,928
+3,575
2045
$7.08M ﹤0.01%
81,343
+18,668
2046
$7.03M ﹤0.01%
170,229
+22,114
2047
$7.03M ﹤0.01%
574,223
+18,377
2048
$7M ﹤0.01%
206,190
+2,891
2049
$6.98M ﹤0.01%
138,424
+6,276
2050
$6.96M ﹤0.01%
159,464
-40,697