JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
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
4,085
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
2726
$975K ﹤0.01%
40,058
-11,245
2727
$974K ﹤0.01%
29,543
-59,681
2728
$972K ﹤0.01%
16,568
-2,990
2729
$971K ﹤0.01%
27,116
-46,385
2730
$971K ﹤0.01%
64,727
-7,917
2731
$964K ﹤0.01%
40,666
-32,972
2732
$961K ﹤0.01%
24,396
-26,666
2733
$955K ﹤0.01%
71,757
-8,996
2734
$955K ﹤0.01%
13,286
-2,201
2735
$952K ﹤0.01%
65,729
-4,444
2736
$951K ﹤0.01%
43,248
2737
$949K ﹤0.01%
28,628
-8,395
2738
$949K ﹤0.01%
83,518
-6,809
2739
$944K ﹤0.01%
+2,067
2740
$938K ﹤0.01%
18,943
-3,642
2741
$933K ﹤0.01%
31,501
-11,092
2742
$931K ﹤0.01%
57,919
-8,190
2743
$930K ﹤0.01%
40,500
2744
$928K ﹤0.01%
+33,506
2745
$922K ﹤0.01%
131,578
-18,047
2746
$920K ﹤0.01%
+55,635
2747
$916K ﹤0.01%
11,081
+354
2748
$915K ﹤0.01%
31,531
-11,505
2749
$915K ﹤0.01%
18,655
-96
2750
$915K ﹤0.01%
15,251