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
426
$136M 0.04%
1,882,920
-379,134
427
$135M 0.04%
3,593,946
-546,964
428
$132M 0.04%
3,665,663
+3,249
429
$132M 0.04%
3,754,540
-20,825
430
$131M 0.04%
1,008,824
-385,448
431
$131M 0.04%
3,268,192
-210,791
432
$131M 0.04%
13,665,906
-909,222
433
$130M 0.04%
1,202,025
-241,027
434
$129M 0.04%
1,814,957
+143,824
435
$128M 0.04%
1,685,565
-298,748
436
$128M 0.04%
7,875,246
+2,416,391
437
$127M 0.04%
3,783,034
+1,279,431
438
$126M 0.04%
11,230,045
+4,231,085
439
$125M 0.04%
8,854,869
-1,158,209
440
$125M 0.04%
2,625,403
+201,406
441
$125M 0.04%
1,339,810
+1,227,806
442
$122M 0.04%
3,954,144
-778,617
443
$121M 0.04%
756,091
+164,003
444
$121M 0.04%
3,451,950
-1,075,717
445
$120M 0.04%
906,415
+33,036
446
$120M 0.04%
2,981,065
+362,910
447
$120M 0.04%
3,365,385
+70,718
448
$119M 0.03%
3,149,328
-242,056
449
$119M 0.03%
1,430,010
-273,275
450
$119M 0.03%
1,065,379
-593,586