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
1001
$29.8M 0.01%
563,405
+113,054
1002
$29.8M 0.01%
545,530
-96,916
1003
$29.8M 0.01%
590,622
-372,366
1004
$29.7M 0.01%
394,755
+214,872
1005
$29.6M 0.01%
269,117
-3,780
1006
$29.6M 0.01%
512,575
-315,453
1007
$29.6M 0.01%
816,553
+32,604
1008
$29.5M 0.01%
2,400,657
-4,320
1009
$29.5M 0.01%
2,002,040
-341,724
1010
$29.5M 0.01%
212,685
-10,052
1011
$29.4M 0.01%
525,805
-17,803
1012
$29.3M 0.01%
590,932
+38,310
1013
$29.3M 0.01%
711,339
+638,254
1014
$29.2M 0.01%
2,516,893
-53,926
1015
$29.1M 0.01%
520,014
+265,327
1016
$29.1M 0.01%
400,414
+14,413
1017
$29.1M 0.01%
685,216
-673,725
1018
$29M 0.01%
458,388
-6,447,427
1019
$29M 0.01%
2,089,896
-239,895
1020
$29M 0.01%
920,325
+421,300
1021
$29M 0.01%
2,568,906
+857,364
1022
$29M 0.01%
1,162,914
-131,022
1023
$28.9M 0.01%
+1,630,910
1024
$28.8M 0.01%
569,232
-43,677
1025
$28.8M 0.01%
481,796
+108,504