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
901
$37.2M 0.01%
856,574
-179,828
902
$37.2M 0.01%
965,662
-82,522
903
$37M 0.01%
1,979,397
-3,768,971
904
$37M 0.01%
483,345
+119,865
905
$36.8M 0.01%
717,800
-309,400
906
$36.7M 0.01%
623,938
-34,764
907
$36.4M 0.01%
1,973,200
+287,420
908
$36.4M 0.01%
773,347
+139,754
909
$36.2M 0.01%
1,843,984
-691,110
910
$36.2M 0.01%
859,397
-43,915
911
$36M 0.01%
2,216,217
+382,552
912
$35.9M 0.01%
1,314,319
+103,020
913
$35.9M 0.01%
1,039,601
-19,142
914
$35.8M 0.01%
1,024,957
+337,920
915
$35.5M 0.01%
2,557,549
+1,953,762
916
$35.5M 0.01%
820,805
+96,364
917
$35.3M 0.01%
342,647
+22,036
918
$35.3M 0.01%
753,207
-662,698
919
$35.3M 0.01%
654,296
+13,757
920
$35.2M 0.01%
3,020,897
+876,838
921
$35.1M 0.01%
1,050,276
-1,082,626
922
$35.1M 0.01%
1,205,971
-349,694
923
$35M 0.01%
544,857
-3,917
924
$34.8M 0.01%
1,372,379
+139,617
925
$34.7M 0.01%
550,360
-126,947