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
851
$41.7M 0.01%
1,108,539
-379,365
852
$41.7M 0.01%
405,084
+15,596
853
$41.6M 0.01%
1,804,253
+61,879
854
$41.6M 0.01%
4,687,553
+1,330,382
855
$41.3M 0.01%
622,185
-15,814
856
$41.3M 0.01%
1,027,960
+5,383
857
$41.1M 0.01%
1,464,189
+1,085,132
858
$41M 0.01%
350,000
859
$41M 0.01%
1,322,891
-28,486
860
$40.7M 0.01%
583,047
+184,510
861
$40.6M 0.01%
925,608
+40,107
862
$40.6M 0.01%
298,649
-376,351
863
$40.6M 0.01%
463,744
+16,308
864
$40.5M 0.01%
445,915
-463,119
865
$40.4M 0.01%
642,213
-37,447
866
$40.2M 0.01%
846,831
+261,176
867
$40.2M 0.01%
649,379
-21,527
868
$40.2M 0.01%
1,615,044
+1,213,087
869
$40.1M 0.01%
810,796
+264,768
870
$40M 0.01%
1,979,317
+61,374
871
$39.8M 0.01%
2,226,398
+594,320
872
$39.8M 0.01%
2,202,362
+987,918
873
$39.7M 0.01%
344,534
+77,576
874
$39.5M 0.01%
505,421
+6,664
875
$39.4M 0.01%
1,467,394
+613,380