JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 24.92%
 

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
+24.92%
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
4,083
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
301
$232M 0.07%
5,718,590
+1,647,995
302
$232M 0.07%
4,425,933
-437,001
303
$231M 0.07%
2,688,910
+397,251
304
$230M 0.07%
1,690,367
-20,802
305
$228M 0.06%
11,750,398
+1,963,128
306
$228M 0.06%
5,732,003
-778,638
307
$227M 0.06%
7,651,598
-14,728,639
308
$226M 0.06%
9,825,519
+1,115,537
309
$226M 0.06%
2,334,602
-670,695
310
$225M 0.06%
5,985,663
-830,892
311
$225M 0.06%
5,566,342
-1,069,350
312
$224M 0.06%
5,707,337
+2,475,302
313
$223M 0.06%
3,376,671
-221,989
314
$223M 0.06%
2,616,045
-347,766
315
$222M 0.06%
3,965,894
-387,007
316
$221M 0.06%
4,499,548
-2,122,285
317
$221M 0.06%
4,122,344
-492,797
318
$221M 0.06%
3,853,328
-390,089
319
$221M 0.06%
17,172,658
-686,236
320
$220M 0.06%
20,661,450
+17,717,250
321
$218M 0.06%
5,468,217
+2,650,847
322
$218M 0.06%
6,540,451
+62,676
323
$218M 0.06%
2,495,403
+92,037
324
$217M 0.06%
225,701
+77,602
325
$215M 0.06%
6,689,592
+27,611