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
1126
$23.3M 0.01%
331,897
-66,925
1127
$23.3M 0.01%
+76,018
1128
$23.2M 0.01%
682,094
+88,348
1129
$23.1M 0.01%
952,611
+34,754
1130
$23M 0.01%
6,003,025
+420,350
1131
$22.9M 0.01%
1,533,963
+1,036,612
1132
$22.9M 0.01%
1,785,138
-84,820
1133
$22.9M 0.01%
384,901
-6,222,711
1134
$22.9M 0.01%
441,113
-118,087
1135
$22.8M 0.01%
720,414
-621,074
1136
$22.7M 0.01%
684,443
+19,468
1137
$22.6M 0.01%
242,804
+23,581
1138
$22.5M 0.01%
557,932
+13,582
1139
$22.5M 0.01%
2,144,268
+214,431
1140
$22.5M 0.01%
463,394
+21,195
1141
$22.5M 0.01%
101,721
-26,819
1142
$22.4M 0.01%
411,960
+54,084
1143
$22.4M 0.01%
250,010
1144
$22.4M 0.01%
1,314,839
-253,479
1145
$22.4M 0.01%
699,350
+655,459
1146
$22.2M 0.01%
1,500,091
+13,631
1147
$22.2M 0.01%
673,683
+43,163
1148
$22.1M 0.01%
1,064,643
-244,293
1149
$22.1M 0.01%
1,029,158
-82,429
1150
$22.1M 0.01%
1,099,955
+285