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
3051
$424K ﹤0.01%
17,080
-2,920
3052
$424K ﹤0.01%
152,616
-18,204
3053
$423K ﹤0.01%
8,442
+80
3054
$421K ﹤0.01%
107,607
-60,843
3055
$417K ﹤0.01%
130,426
-159,689
3056
$417K ﹤0.01%
29,967
-996
3057
$416K ﹤0.01%
30,408
-2,406
3058
$415K ﹤0.01%
8,128
-214,877
3059
$415K ﹤0.01%
17,961
-10,151
3060
$412K ﹤0.01%
18,511
-39,515
3061
$412K ﹤0.01%
3,487
-6,801
3062
$410K ﹤0.01%
14,421
-17,630
3063
$410K ﹤0.01%
23,765
-8,727
3064
$410K ﹤0.01%
21,000
3065
$408K ﹤0.01%
16,678
-85,170
3066
$406K ﹤0.01%
12,209
-1,063
3067
$406K ﹤0.01%
7,641
-476,596
3068
$406K ﹤0.01%
15,649
-6,597
3069
$404K ﹤0.01%
6,341
+782
3070
$403K ﹤0.01%
16,217
-9,092
3071
$403K ﹤0.01%
74,832
3072
$403K ﹤0.01%
9,279
-51,907
3073
$402K ﹤0.01%
2,668
-10,757
3074
$400K ﹤0.01%
31,354
-80,145
3075
$400K ﹤0.01%
59,695
-10,885