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
1201
$20M 0.01%
839,863
-251,219
1202
$20M 0.01%
189,317
-76,993
1203
$20M 0.01%
402,133
-495,393
1204
$20M 0.01%
481,626
-117,948
1205
$19.7M 0.01%
442,771
-32,335
1206
$19.7M 0.01%
2,638,668
-853,218
1207
$19.6M 0.01%
218,911
+38,058
1208
$19.5M 0.01%
862,405
-76,125
1209
$19.5M 0.01%
765,856
-91,905
1210
$19.5M 0.01%
306,862
-68,950
1211
$19.4M 0.01%
61,927
-1,943
1212
$19.3M 0.01%
329,839
+33,506
1213
$19.3M 0.01%
174,553
-110,759
1214
$19.3M 0.01%
2,606,538
+950,390
1215
$19.3M 0.01%
1,127,518
-180,443
1216
$19.2M 0.01%
461,199
-34,313
1217
$19.2M 0.01%
1,067,587
+2,353
1218
$19.2M 0.01%
415,110
-23,674
1219
$19.2M 0.01%
460,365
-64,733
1220
$19.2M 0.01%
829,848
-148,394
1221
$19.1M 0.01%
283,748
+9,658
1222
$19.1M 0.01%
+515,883
1223
$19.1M 0.01%
621,587
+114,924
1224
$19M 0.01%
320,877
-54,836
1225
$18.9M 0.01%
561,829
-676,375