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
3101
$364K ﹤0.01%
10,145
+177
3102
$361K ﹤0.01%
27,343
-48,534
3103
$360K ﹤0.01%
24,090
3104
$359K ﹤0.01%
54,894
-55,203
3105
$355K ﹤0.01%
19,529
-25,245
3106
$355K ﹤0.01%
20,659
-17,806
3107
$354K ﹤0.01%
+32,040
3108
$354K ﹤0.01%
75,810
-35,705
3109
$354K ﹤0.01%
23,586
-3,920
3110
$354K ﹤0.01%
36,277
+1,321
3111
$353K ﹤0.01%
+13,212
3112
$353K ﹤0.01%
30,937
-20,301
3113
$353K ﹤0.01%
22,374
-166,398
3114
$352K ﹤0.01%
20,023
-116,017
3115
$352K ﹤0.01%
7,017
+100
3116
$350K ﹤0.01%
24,648
-9,476
3117
$348K ﹤0.01%
12,402
3118
$347K ﹤0.01%
12,531
-21,112
3119
$346K ﹤0.01%
9,202
+868
3120
$340K ﹤0.01%
9,978
+1,437
3121
$340K ﹤0.01%
+8,360
3122
$339K ﹤0.01%
1,394
-1,114
3123
$334K ﹤0.01%
19,550
-26,062
3124
$332K ﹤0.01%
17,651
+3,073
3125
$331K ﹤0.01%
5,012
-30