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
251
$299M 0.08%
6,054,449
-854,065
252
$296M 0.08%
8,388,555
-2,137,544
253
$296M 0.08%
2,503,711
+1,256,571
254
$294M 0.08%
3,993,098
-155,013
255
$294M 0.08%
+15,517,428
256
$293M 0.08%
6,753,966
-600,375
257
$291M 0.08%
9,878,368
+1,000,416
258
$288M 0.08%
9,060,179
+1,752,653
259
$288M 0.08%
4,558,554
-5,174,191
260
$287M 0.08%
5,500,029
+71,548
261
$287M 0.08%
19,561,882
-3,920,862
262
$286M 0.08%
4,195,939
+497,559
263
$285M 0.08%
2,499,639
-1,525,848
264
$283M 0.08%
3,660,129
-1,626,150
265
$281M 0.08%
2,697,877
-409,392
266
$279M 0.08%
1,663,329
-7,470
267
$279M 0.08%
4,403,791
+795,045
268
$276M 0.08%
2,991,699
+369,398
269
$276M 0.08%
5,813,228
+222,441
270
$275M 0.08%
7,962,110
-1,720,802
271
$275M 0.08%
8,965,639
+1,901,955
272
$275M 0.08%
4,566,791
+341,876
273
$274M 0.08%
11,830,599
-1,778,392
274
$273M 0.08%
2,501,806
+301,077
275
$273M 0.08%
4,423,282
-2,628,434