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
3076
$395K ﹤0.01%
17,048
-10,736
3077
$393K ﹤0.01%
+19,953
3078
$393K ﹤0.01%
65,582
-37,237
3079
$393K ﹤0.01%
+21,880
3080
$392K ﹤0.01%
+9,479
3081
$392K ﹤0.01%
22,287
+280
3082
$390K ﹤0.01%
8,217
-29,426
3083
$390K ﹤0.01%
18,752
-732
3084
$389K ﹤0.01%
10,046
+2,593
3085
$389K ﹤0.01%
242,016
+1,265
3086
$386K ﹤0.01%
71,235
-101,872
3087
$386K ﹤0.01%
37,057
-123,720
3088
$383K ﹤0.01%
2,971
+662
3089
$381K ﹤0.01%
28,411
-8,176
3090
$378K ﹤0.01%
13,119
-732
3091
$377K ﹤0.01%
12,355
-10,063
3092
$377K ﹤0.01%
21,419
-2,172
3093
$376K ﹤0.01%
19,745
-14,244
3094
$376K ﹤0.01%
8,626
+160
3095
$373K ﹤0.01%
+19,812
3096
$370K ﹤0.01%
12,442
-6,118
3097
$370K ﹤0.01%
4,105
+47
3098
$368K ﹤0.01%
+19,953
3099
$366K ﹤0.01%
29,649
+4,674
3100
$364K ﹤0.01%
34,693
-5,429