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
1176
$21M 0.01%
152,104
+38,883
1177
$21M 0.01%
249,478
+68,818
1178
$21M 0.01%
276,662
+18,283
1179
$21M 0.01%
1,185,216
-568,239
1180
$21M 0.01%
342,198
-2,633
1181
$21M 0.01%
939,270
-2,626,919
1182
$21M 0.01%
3,998,344
-1,627,568
1183
$20.9M 0.01%
505,657
+41,182
1184
$20.9M 0.01%
426,029
+13,441
1185
$20.7M 0.01%
2,479,020
+1,180,560
1186
$20.7M 0.01%
1,063,785
+1,498
1187
$20.7M 0.01%
904,910
+51,386
1188
$20.6M 0.01%
997,367
-27,551
1189
$20.6M 0.01%
57,343
+2,722
1190
$20.6M 0.01%
480,531
-36,919
1191
$20.5M 0.01%
353,397
-17,195
1192
$20.5M 0.01%
352,891
-108,565
1193
$20.5M 0.01%
820,199
-71,998
1194
$20.5M 0.01%
140,481
+48,733
1195
$20.4M 0.01%
824,237
+57,253
1196
$20.4M 0.01%
119,790
-7,875
1197
$20.3M 0.01%
672,231
-45,549
1198
$20.3M 0.01%
2,265,372
+113,411
1199
$20.2M 0.01%
498,736
-1,284
1200
$20.1M 0.01%
467,747
-301,027