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
976
$31.6M 0.01%
1,162,079
-69,669
977
$31.6M 0.01%
3,669,602
-1,153,328
978
$31.3M 0.01%
879,862
-163,746
979
$31.2M 0.01%
2,082,591
-8,872
980
$31.1M 0.01%
658,260
+34,880
981
$31M 0.01%
886,359
+706,563
982
$30.9M 0.01%
1,429,433
-427,219
983
$30.9M 0.01%
+698,949
984
$30.9M 0.01%
742,835
+598,075
985
$30.8M 0.01%
+119,625
986
$30.5M 0.01%
452,234
-222,279
987
$30.4M 0.01%
3,703,970
+1,210,075
988
$30.3M 0.01%
+766,080
989
$30.3M 0.01%
1,790,552
+64,647
990
$30.3M 0.01%
+2,162,418
991
$30.2M 0.01%
1,142,110
+125,127
992
$30.2M 0.01%
1,076,269
-522,252
993
$30.1M 0.01%
+3,043,047
994
$30M 0.01%
776,581
-206,754
995
$30M 0.01%
397,866
-1,370,126
996
$30M 0.01%
853,562
+2,815
997
$30M 0.01%
899,624
-123,988
998
$29.9M 0.01%
1,544,135
-192,790
999
$29.9M 0.01%
548,446
+46,944
1000
$29.9M 0.01%
1,061,390
-109,595