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
1026
$28.7M 0.01%
630,936
-28,713
1027
$28.7M 0.01%
101,625
-41,019
1028
$28.7M 0.01%
487,492
+115,146
1029
$28.7M 0.01%
837,675
+545,787
1030
$28.7M 0.01%
908,294
-877,508
1031
$28.6M 0.01%
344,720
-79,711
1032
$28.6M 0.01%
242,464
-226,238
1033
$28.6M 0.01%
441,121
-398,614
1034
$28.5M 0.01%
1,038,384
+756,294
1035
$28.5M 0.01%
400,804
+32,212
1036
$28.3M 0.01%
815,677
-73,136
1037
$28.1M 0.01%
1,460,593
-69,979
1038
$28M 0.01%
783,915
-324,219
1039
$27.9M 0.01%
697,090
-8,321
1040
$27.9M 0.01%
507,625
+157,883
1041
$27.9M 0.01%
564,972
-15,701
1042
$27.9M 0.01%
1,602,175
+723,410
1043
$27.9M 0.01%
674,506
+322,557
1044
$27.9M 0.01%
974,473
+404,808
1045
$27.8M 0.01%
841,785
-288,549
1046
$27.7M 0.01%
1,076,202
-486,936
1047
$27.7M 0.01%
298,756
-115,812
1048
$27.7M 0.01%
563,569
+53,827
1049
$27.7M 0.01%
1,055,463
-1,439,543
1050
$27.6M 0.01%
483,822
+261,241