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
2901
$612K ﹤0.01%
67,301
-33,667
2902
$610K ﹤0.01%
+18,660
2903
$607K ﹤0.01%
55,415
-7,390
2904
$605K ﹤0.01%
+37,976
2905
$605K ﹤0.01%
29,462
-4,103
2906
$603K ﹤0.01%
47,155
+885
2907
$603K ﹤0.01%
9,627
-17,471
2908
$601K ﹤0.01%
11,414
+774
2909
$600K ﹤0.01%
7,780
2910
$599K ﹤0.01%
2,130
2911
$596K ﹤0.01%
20,766
-92,136
2912
$595K ﹤0.01%
+33,800
2913
$595K ﹤0.01%
11,443
-38,108
2914
$595K ﹤0.01%
16,299
+727
2915
$595K ﹤0.01%
40,448
-3,562
2916
$594K ﹤0.01%
+64,014
2917
$594K ﹤0.01%
+15,913
2918
$592K ﹤0.01%
+30,292
2919
$590K ﹤0.01%
+2,157
2920
$589K ﹤0.01%
14,788
-44,325
2921
$589K ﹤0.01%
+32,065
2922
$589K ﹤0.01%
1,866
2923
$589K ﹤0.01%
6,623
-343
2924
$588K ﹤0.01%
11,521
-9,105
2925
$586K ﹤0.01%
10,672
-8,862