JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.47T
1-Year Est. Return 28.2%
 

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
+28.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$752B
AUM Growth
-$26.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,053
New
Increased
Reduced
Closed

Top Sells

1 +$2.43B
2 +$1.85B
3 +$1.16B
4
MSFT icon
Microsoft
MSFT
+$1.08B
5
MS icon
Morgan Stanley
MS
+$1.07B

Sector Composition

1 Technology 16.6%
2 Financials 11.9%
3 Healthcare 10.26%
4 Consumer Discretionary 9.99%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5351
-152,523
5352
-2,309,097
5353
-52,393
5354
-498,252
5355
-14,253
5356
-742,775
5357
0
5358
-504
5359
-112,970
5360
-67,705
5361
-11,657,848
5362
-1,140
5363
-224,082
5364
-325
5365
-93,432
5366
-1,748,795
5367
-628,458
5368
-1,195,798
5369
0
5370
-136,057
5371
-697,656
5372
-74,928
5373
-1,563,764
5374
-5
5375
$0 ﹤0.01%
100
-6,407