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
3251
$216K ﹤0.01%
6,553
-4,252
3252
$215K ﹤0.01%
2,097
+614
3253
$215K ﹤0.01%
+10,060
3254
$213K ﹤0.01%
12,383
-23,167
3255
$211K ﹤0.01%
+23,000
3256
$208K ﹤0.01%
+13,620
3257
$207K ﹤0.01%
4,256
+26
3258
$207K ﹤0.01%
7,075
-39
3259
$207K ﹤0.01%
+12,578
3260
$205K ﹤0.01%
13,315
-25,277
3261
$205K ﹤0.01%
8,847
-20,312
3262
$202K ﹤0.01%
12,837
+171
3263
$199K ﹤0.01%
+24,875
3264
$198K ﹤0.01%
11,365
-5,388
3265
$198K ﹤0.01%
18,748
-83,911
3266
$195K ﹤0.01%
27,736
-16,351
3267
$190K ﹤0.01%
16,053
+64
3268
$187K ﹤0.01%
18,711
-1,660
3269
$186K ﹤0.01%
11,344
-36,974
3270
$186K ﹤0.01%
10,718
-6,250
3271
$185K ﹤0.01%
55,534
-520,162
3272
$182K ﹤0.01%
6,542
-32,954
3273
$177K ﹤0.01%
57,607
-469,371
3274
$177K ﹤0.01%
10,662
-3,189
3275
$177K ﹤0.01%
+14,625