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
3301
$130K ﹤0.01%
+15,290
3302
$129K ﹤0.01%
7,312
-9,533
3303
$129K ﹤0.01%
10,500
-8,914
3304
$129K ﹤0.01%
69,859
-36,407
3305
$127K ﹤0.01%
19,515
+2,776
3306
$127K ﹤0.01%
11,404
-82,335
3307
$127K ﹤0.01%
17,304
-97,218
3308
$123K ﹤0.01%
13,402
-1,003,869
3309
$116K ﹤0.01%
17,484
+6,203
3310
$116K ﹤0.01%
3,404
-18
3311
$115K ﹤0.01%
19,289
-33,485
3312
$112K ﹤0.01%
6,166
3313
$112K ﹤0.01%
14,121
-218,221
3314
$109K ﹤0.01%
32,582
+2,017
3315
$108K ﹤0.01%
14,458
-877
3316
$107K ﹤0.01%
11,479
-56,710
3317
$105K ﹤0.01%
3,766
-10,995
3318
$104K ﹤0.01%
4,342
-14,235
3319
$103K ﹤0.01%
13,234
-15,508
3320
$102K ﹤0.01%
83,289
-44,720
3321
$100K ﹤0.01%
+4,588
3322
$98K ﹤0.01%
39,224
+3,005
3323
$96K ﹤0.01%
12,735
-44,616
3324
$95K ﹤0.01%
10,005
-91,914
3325
$94K ﹤0.01%
45,344
-4,227