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
926
$34.6M 0.01%
3,034,565
+279,406
927
$34.6M 0.01%
2,059,885
+846,853
928
$34.4M 0.01%
580,323
-129,757
929
$34.3M 0.01%
2,657,139
-8,939
930
$34.2M 0.01%
7,810,292
-689,351
931
$34.1M 0.01%
1,411,353
+340,415
932
$34M 0.01%
690,248
-19,837
933
$34M 0.01%
563,867
-509,484
934
$34M 0.01%
2,481,559
+2,142,057
935
$33.9M 0.01%
2,912,259
+2,649,382
936
$33.9M 0.01%
2,552,520
+462,403
937
$33.9M 0.01%
1,583,801
+359,148
938
$33.9M 0.01%
1,621,932
+1,018,896
939
$33.8M 0.01%
719,940
-87,660
940
$33.8M 0.01%
620,236
-906,827
941
$33.7M 0.01%
593,012
-1,596,355
942
$33.7M 0.01%
3,051,921
+568,044
943
$33.6M 0.01%
1,019,928
+393,308
944
$33.6M 0.01%
1,222,922
+124,956
945
$33.5M 0.01%
168,218
-12,788
946
$33.5M 0.01%
2,638,244
-13,942
947
$33.5M 0.01%
274,736
-26,585
948
$33.5M 0.01%
1,287,209
-5,671,603
949
$33.5M 0.01%
537,024
+116,579
950
$33.2M 0.01%
409,124
+3,411