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
3201
$262K ﹤0.01%
6,569
+72
3202
$261K ﹤0.01%
6,340
-16,573
3203
$261K ﹤0.01%
13,557
-26,184
3204
$260K ﹤0.01%
9,820
-5,472
3205
$260K ﹤0.01%
2,530
+500
3206
$259K ﹤0.01%
11,400
3207
$258K ﹤0.01%
8,531
-12,925
3208
$258K ﹤0.01%
13,506
-100,094
3209
$258K ﹤0.01%
3,721
-35,925
3210
$257K ﹤0.01%
9,672
+936
3211
$257K ﹤0.01%
3,203
-5,732
3212
$256K ﹤0.01%
30,450
-7,136
3213
$256K ﹤0.01%
16,070
+1,160
3214
$253K ﹤0.01%
9,764
-23,435
3215
$248K ﹤0.01%
41,302
-255,568
3216
$247K ﹤0.01%
+9,630
3217
$246K ﹤0.01%
1,103
-2,912
3218
$246K ﹤0.01%
122,101
-1,178,053
3219
$245K ﹤0.01%
7,315
-55
3220
$244K ﹤0.01%
14,333
-9,230
3221
$242K ﹤0.01%
12,001
-11,858
3222
$242K ﹤0.01%
28,334
-399,279
3223
$242K ﹤0.01%
6,010
-3,034
3224
$240K ﹤0.01%
+9,036
3225
$239K ﹤0.01%
16,486
-26,608