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
1076
$26.3M 0.01%
813,572
-57,695
1077
$26.3M 0.01%
464,325
-583,496
1078
$26.3M 0.01%
576,455
-2,783
1079
$26.2M 0.01%
231,252
-139,541
1080
$26.1M 0.01%
167,955
-123,098
1081
$26.1M 0.01%
6,196,968
+230,614
1082
$25.9M 0.01%
839,356
-11,041
1083
$25.8M 0.01%
541,570
-35,917
1084
$25.7M 0.01%
770,946
+216,905
1085
$25.7M 0.01%
372,943
+91,790
1086
$25.7M 0.01%
337,575
-8,473
1087
$25.6M 0.01%
406,022
-443,174
1088
$25.6M 0.01%
290,393
+47,120
1089
$25.6M 0.01%
426,640
-118,083
1090
$25.6M 0.01%
1,053,768
+104,515
1091
$25.6M 0.01%
364,103
-12,439
1092
$25.3M 0.01%
477,737
-270,161
1093
$25.2M 0.01%
1,392,106
+144,664
1094
$25.1M 0.01%
879,692
-118,678
1095
$25.1M 0.01%
1,153,098
+234,475
1096
$25M 0.01%
242,497
+320
1097
$25M 0.01%
1,142,168
-65,827
1098
$25M 0.01%
824,881
+132,724
1099
$24.9M 0.01%
471,325
-178,753
1100
$24.9M 0.01%
339,162
-206,766