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
$341B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,083
New
Increased
Reduced
Closed

Sector Composition

1 Financials 13.32%
2 Healthcare 10.48%
3 Technology 10.4%
4 Consumer Discretionary 9.9%
5 Industrials 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$337M 0.1%
4,872,848
-617,612
227
$337M 0.1%
2,902,662
-4,351,298
228
$335M 0.1%
5,672,723
+2,563,498
229
$330M 0.09%
3,929,580
-1,649,536
230
$328M 0.09%
5,184,832
-503,857
231
$325M 0.09%
5,996,648
-199,577
232
$323M 0.09%
4,441,439
+198,672
233
$323M 0.09%
9,208,726
-1,452,532
234
$320M 0.09%
8,341,894
+181,176
235
$319M 0.09%
7,147,548
+2,023,037
236
$317M 0.09%
4,268,439
+1,452,597
237
$317M 0.09%
2,837,244
-16,893
238
$315M 0.09%
4,975,906
-353,207
239
$314M 0.09%
6,147,867
-1,355,913
240
$312M 0.09%
8,502,308
+2,985
241
$312M 0.09%
12,992,126
-481,118
242
$312M 0.09%
5,939,346
+743,076
243
$311M 0.09%
4,404,012
+858,691
244
$310M 0.09%
3,193,350
-339,258
245
$308M 0.09%
3,705,802
-1,306,517
246
$307M 0.09%
4,159,120
-223,254
247
$305M 0.09%
4,924,777
-3,537,049
248
$303M 0.09%
5,681,481
+428,463
249
$302M 0.09%
5,106,024
+54,952
250
$300M 0.09%
15,822,368
-1,165,652