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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
3676
-73,091
3677
-53,620
3678
-12,505
3679
-6,453
3680
-14,089
3681
-4,591
3682
-917
3683
-142,837
3684
-48,924
3685
-23,054
3686
-1,983
3687
-505,798
3688
-57,223
3689
-975
3690
-15,342
3691
-15,331
3692
-28,732
3693
-12,698
3694
-21,360
3695
-44,906
3696
-30
3697
-16,816
3698
0
3699
-13,495
3700
-60,078