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JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.47T
1-Year Est. Return 28.2%
 

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
+28.2%
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
3151
$306K ﹤0.01%
16,574
-13,560
3152
$303K ﹤0.01%
90,017
-45,295
3153
$301K ﹤0.01%
32,431
-41,147
3154
$299K ﹤0.01%
62,036
-287,061
3155
$297K ﹤0.01%
11,723
-13,741
3156
$296K ﹤0.01%
22,765
-700,994
3157
$295K ﹤0.01%
22,615
+250
3158
$295K ﹤0.01%
16,436
-32,917
3159
$293K ﹤0.01%
38,533
-21,938
3160
$292K ﹤0.01%
24,000
3161
$291K ﹤0.01%
3,747
-2,697
3162
$290K ﹤0.01%
9,871
-9,649
3163
$289K ﹤0.01%
28,634
-15,423
3164
$287K ﹤0.01%
+11,589
3165
$287K ﹤0.01%
10,788
-726
3166
$286K ﹤0.01%
3,587
-16,646
3167
$285K ﹤0.01%
15,853
+4,791
3168
$285K ﹤0.01%
17,000
3169
$284K ﹤0.01%
10,186
-794
3170
$284K ﹤0.01%
2,923
-3,077
3171
$282K ﹤0.01%
7,771
-931
3172
$282K ﹤0.01%
11,440
+1,645
3173
$282K ﹤0.01%
+15,602
3174
$282K ﹤0.01%
103,118
-50,521
3175
$282K ﹤0.01%
13,301
-13,239