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
501
$99.3M 0.03%
6,024,870
-214,931
502
$99.3M 0.03%
4,252,622
+75,341
503
$99.3M 0.03%
854,754
-46,851
504
$98.8M 0.03%
1,099,870
-20,583
505
$98M 0.03%
681,755
-361,776
506
$97.8M 0.03%
2,907,443
+412,325
507
$97.6M 0.03%
1,088,324
-62,766
508
$97.3M 0.03%
2,689,005
-143,982
509
$96.9M 0.03%
2,037,669
+423,922
510
$96.8M 0.03%
2,136,395
-9,221
511
$96.2M 0.03%
594,039
-28,153
512
$95.4M 0.03%
2,522,564
-591,290
513
$95.4M 0.03%
4,462,792
+317,632
514
$95.4M 0.03%
1,109,199
-149,443
515
$95M 0.03%
4,944,853
+71,998
516
$94.9M 0.03%
3,925,291
-352,637
517
$94.9M 0.03%
5,285,055
-1,549,552
518
$94.8M 0.03%
2,688,961
+524,621
519
$94.8M 0.03%
2,121,754
+340,955
520
$94.5M 0.03%
860,085
-162,946
521
$94.3M 0.03%
+4,983,605
522
$94M 0.03%
1,673,708
+53,704
523
$93.7M 0.03%
1,173,682
-2,992,212
524
$93.5M 0.03%
1,975,314
-500,585
525
$93.5M 0.03%
2,157,283
+40,773