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
1051
$27.6M 0.01%
875,234
-617
1052
$27.5M 0.01%
96,739
-32,643
1053
$27.5M 0.01%
305,911
-97,539
1054
$27.5M 0.01%
235,024
+6,143
1055
$27.5M 0.01%
3,114,436
+50,625
1056
$27.4M 0.01%
881,460
-270,720
1057
$27.4M 0.01%
334,259
+5,258
1058
$27.4M 0.01%
929,130
-418,798
1059
$27.4M 0.01%
1,249,457
+467,541
1060
$27.4M 0.01%
+853,769
1061
$27.4M 0.01%
2,605,348
-123,083
1062
$27.3M 0.01%
588,129
+461,357
1063
$27.2M 0.01%
584,200
+290,357
1064
$27.1M 0.01%
476,963
-390,277
1065
$27.1M 0.01%
520,166
-44,588
1066
$26.8M 0.01%
568,453
-151,276
1067
$26.8M 0.01%
884,212
+448,495
1068
$26.8M 0.01%
+1,041,433
1069
$26.8M 0.01%
246,736
+7,369
1070
$26.5M 0.01%
1,477,350
+133,498
1071
$26.5M 0.01%
3,278,308
-1,338,962
1072
$26.5M 0.01%
1,144,557
+4,025
1073
$26.5M 0.01%
854,500
+541,016
1074
$26.4M 0.01%
939,073
-104,231
1075
$26.3M 0.01%
331,670
+8,995