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
351
$185M 0.05%
5,748,367
+2,713,191
352
$184M 0.05%
2,590,877
+160,372
353
$181M 0.05%
5,897,099
-10,947
354
$181M 0.05%
2,619,610
-461,484
355
$180M 0.05%
3,190,997
-2,333,664
356
$180M 0.05%
1,568,182
-122,599
357
$178M 0.05%
3,783,873
-39,795
358
$177M 0.05%
1,935,714
-19,321
359
$177M 0.05%
4,188,980
-47,540
360
$176M 0.05%
1,614,219
+277,007
361
$176M 0.05%
1,375,394
+1,070,420
362
$174M 0.05%
3,246,144
+318,572
363
$174M 0.05%
2,517,660
-487,986
364
$174M 0.05%
3,470,954
-375,484
365
$173M 0.05%
9,824,212
+696,216
366
$172M 0.05%
4,167,342
-577,953
367
$171M 0.05%
4,068,273
-77,476
368
$171M 0.05%
6,495,844
+305,844
369
$171M 0.05%
5,543,031
-318,456
370
$170M 0.05%
8,851,870
+613,066
371
$170M 0.05%
1,451,468
-433,751
372
$170M 0.05%
4,590,599
+642,792
373
$169M 0.05%
4,193,339
+111,218
374
$168M 0.05%
9,527,469
+3,499,624
375
$168M 0.05%
9,504,730
+3,200,476