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
526
$93.1M 0.03%
2,021,280
+349,170
527
$93.1M 0.03%
1,770,317
+16,152
528
$92.9M 0.03%
+2,526,896
529
$92.8M 0.03%
1,627,121
-121,229
530
$92.7M 0.03%
3,251,098
-264,140
531
$92.6M 0.03%
1,740,736
+30,888
532
$92.5M 0.03%
1,783,700
-291,321
533
$92.5M 0.03%
1,348,486
-530,356
534
$92.4M 0.03%
592,648
-179,324
535
$92.1M 0.03%
1,911,157
-483,419
536
$92M 0.03%
924,791
+107,013
537
$91.9M 0.03%
2,697,703
+725,223
538
$91.7M 0.03%
1,757,482
-354,751
539
$91.4M 0.03%
1,820,496
+816,746
540
$90.9M 0.03%
1,644,469
-1,088,417
541
$90.5M 0.03%
4,612,952
+2,736,396
542
$90.4M 0.03%
2,274,267
+52,865
543
$89.9M 0.03%
2,036,473
-719,208
544
$89.6M 0.03%
1,712,962
-98,405
545
$89.4M 0.03%
366,035
-543,357
546
$89.2M 0.03%
8,819,793
-1,827,018
547
$88.9M 0.03%
690,829
+52,362
548
$88.2M 0.03%
2,773,326
+62,488
549
$88.2M 0.03%
2,051,252
-168,916
550
$88.1M 0.03%
1,203,221
+134,666