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JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.47T
1-Year Est. Return 28.2%
 

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
+28.2%
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
3601
0
3602
-22,336
3603
-10,226
3604
-12,734
3605
-15,039
3606
-8,139
3607
-29,562
3608
-9,438
3609
-10,063
3610
-81,228
3611
-10
3612
-10,833
3613
-26,026
3614
-1,181
3615
-9,697
3616
-12,774
3617
-12,500
3618
-116,829
3619
-77,351
3620
-17,047
3621
-64,885
3622
-34,182
3623
-164,204
3624
-2,697
3625
-3,546