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
1151
$22.1M 0.01%
403,328
-42,257
1152
$22M 0.01%
509,209
-11,718
1153
$22M 0.01%
236,434
+31,627
1154
$22M 0.01%
+631,970
1155
$22M 0.01%
1,210,704
+503,539
1156
$22M 0.01%
58,831
+2,646
1157
$22M 0.01%
408,546
+383,866
1158
$21.9M 0.01%
939,262
-107,503
1159
$21.8M 0.01%
611,065
-6,879
1160
$21.8M 0.01%
2,502,088
-271,411
1161
$21.7M 0.01%
331,481
-1,327,492
1162
$21.7M 0.01%
737,056
-76,117
1163
$21.6M 0.01%
438,236
+124,586
1164
$21.6M 0.01%
1,697,223
+281,573
1165
$21.6M 0.01%
751,526
-393,703
1166
$21.6M 0.01%
529,612
-113,356
1167
$21.5M 0.01%
346,110
+92,669
1168
$21.5M 0.01%
1,534,449
+140,607
1169
$21.5M 0.01%
1,836,049
+726,563
1170
$21.4M 0.01%
852,837
+88,392
1171
$21.4M 0.01%
331,120
-3,573
1172
$21.2M 0.01%
73,848
+72,156
1173
$21.1M 0.01%
501,598
-7,225
1174
$21.1M 0.01%
501,256
+20,142
1175
$21.1M 0.01%
237,042
+174,730