JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 24.92%
 

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
+24.92%
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
4,083
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
3776
-33,108
3777
-2,697
3778
-7,393
3779
-24,620
3780
-14,901
3781
-76,710
3782
-11,771
3783
-16,414
3784
-8,447
3785
-109,849
3786
-36,186
3787
-5,792
3788
-95,097
3789
-33,177
3790
-777,310
3791
-1,181
3792
-23,060
3793
-76,932
3794
-16,973
3795
-12,610
3796
-15
3797
-330
3798
-66,725
3799
-885
3800
-111,453