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
3276
$177K ﹤0.01%
10,117
-1,735
3277
$177K ﹤0.01%
33,671
-25
3278
$174K ﹤0.01%
56,611
-301,748
3279
$173K ﹤0.01%
+15,982
3280
$171K ﹤0.01%
6,597
-20,903
3281
$170K ﹤0.01%
42,298
-34,600
3282
$169K ﹤0.01%
1,103
-261
3283
$169K ﹤0.01%
17,877
-29,505
3284
$163K ﹤0.01%
17,584
-6,241
3285
$157K ﹤0.01%
11,012
-12,332
3286
$156K ﹤0.01%
41,830
-6,628
3287
$155K ﹤0.01%
10,181
-4,533
3288
$154K ﹤0.01%
7,810
-18,319
3289
$154K ﹤0.01%
40,392
-8,075
3290
$152K ﹤0.01%
11,385
3291
$150K ﹤0.01%
+11,224
3292
$145K ﹤0.01%
4,894
-8,757
3293
$143K ﹤0.01%
20,000
3294
$142K ﹤0.01%
14,500
-11,918
3295
$141K ﹤0.01%
30,212
-10,772
3296
$140K ﹤0.01%
11,929
-12,983
3297
$139K ﹤0.01%
12,398
-10,690
3298
$134K ﹤0.01%
+12,293
3299
$134K ﹤0.01%
25,495
-173
3300
$133K ﹤0.01%
13,136
-27,804