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
951
$33.2M 0.01%
1,024,126
+236,738
952
$33.1M 0.01%
6,447
-24,527
953
$33.1M 0.01%
1,609,071
+237,491
954
$33M 0.01%
992,611
+160,978
955
$33M 0.01%
1,158,480
-12,541
956
$32.9M 0.01%
989,653
-547,249
957
$32.9M 0.01%
2,991
+525
958
$32.7M 0.01%
1,165,658
-919,574
959
$32.6M 0.01%
953,800
-369,431
960
$32.6M 0.01%
460,292
-179,208
961
$32.5M 0.01%
773,271
-535,677
962
$32.4M 0.01%
1,500,052
-18,319
963
$32.4M 0.01%
1,671,850
-615,406
964
$32.4M 0.01%
773,411
+277,978
965
$32.3M 0.01%
1,501,747
-418,678
966
$32.2M 0.01%
955,832
+86,904
967
$32.1M 0.01%
1,234,532
-379,662
968
$32.1M 0.01%
2,016,603
+242,631
969
$32M 0.01%
994,568
+35,527
970
$31.9M 0.01%
1,015,893
-599,279
971
$31.8M 0.01%
675,050
+229,221
972
$31.8M 0.01%
1,500,126
-600,200
973
$31.8M 0.01%
647,083
+38,907
974
$31.8M 0.01%
1,850,490
-7,790
975
$31.7M 0.01%
1,085,875
-249,543