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
$401B
AUM Growth
-$87.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,040
New
Increased
Reduced
Closed

Sector Composition

1 Technology 15.74%
2 Healthcare 11.55%
3 Financials 11.4%
4 Consumer Discretionary 9.54%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4701
$0 ﹤0.01%
38
-102,501
4702
-662
4703
-3,125
4704
-265
4705
0
4706
-226
4707
-28,023
4708
-9,991
4709
$0 ﹤0.01%
+10
4710
-4,000
4711
$0 ﹤0.01%
88
-1,934
4712
-34,000
4713
-2,186
4714
-14,568
4715
-107,891
4716
-168
4717
-1,265
4718
-4,781
4719
-665
4720
-64,753
4721
$0 ﹤0.01%
+1
4722
-37,434
4723
$0 ﹤0.01%
+4
4724
-125
4725
0