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
1101
$24.8M 0.01%
737,757
+171,347
1102
$24.8M 0.01%
2,509,922
-1,870,846
1103
$24.8M 0.01%
+547,792
1104
$24.7M 0.01%
771,993
-433,150
1105
$24.7M 0.01%
+592,001
1106
$24.7M 0.01%
599,761
+513,410
1107
$24.6M 0.01%
2,246,275
+6,630
1108
$24.5M 0.01%
534,558
-145,986
1109
$24.5M 0.01%
1,269,914
+51,032
1110
$24.4M 0.01%
205,853
+1,867
1111
$24.4M 0.01%
612,584
-3,323,910
1112
$24.4M 0.01%
315,255
+214,320
1113
$24.3M 0.01%
1,729,107
+190,974
1114
$24.2M 0.01%
586,169
+134,071
1115
$24.2M 0.01%
12,316
-1,081
1116
$24.1M 0.01%
84,086
+3,020
1117
$24.1M 0.01%
1,227,683
+369,729
1118
$24.1M 0.01%
3,604,268
+731,849
1119
$24M 0.01%
2,454,474
-1,143,189
1120
$24M 0.01%
855,083
+17,741
1121
$23.8M 0.01%
2,521,167
-342,294
1122
$23.8M 0.01%
1,019,854
-553,502
1123
$23.6M 0.01%
2,462,228
-44,738
1124
$23.6M 0.01%
1,359,757
+23,154
1125
$23.5M 0.01%
1,347,231
-146,481