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
1226
$18.8M 0.01%
1,533,064
-224,764
1227
$18.8M 0.01%
842,838
-58,005
1228
$18.8M 0.01%
1,543,965
+986,413
1229
$18.8M 0.01%
7,965,317
+362,890
1230
$18.8M 0.01%
353,917
+248,680
1231
$18.7M 0.01%
370,166
+23,188
1232
$18.7M 0.01%
105,863
-2,051
1233
$18.6M 0.01%
1,637,406
+66,338
1234
$18.6M 0.01%
227,147
-249,598
1235
$18.6M 0.01%
365,517
-306,455
1236
$18.6M 0.01%
751,784
-3,349,292
1237
$18.5M 0.01%
249,136
+11,697
1238
$18.5M 0.01%
459,253
-594,305
1239
$18.5M 0.01%
184,859
-303,269
1240
$18.5M 0.01%
138,020
-299,947
1241
$18.5M 0.01%
340,611
+131,041
1242
$18.4M 0.01%
286,482
-14,210
1243
$18.4M 0.01%
520,896
-60,992
1244
$18.3M 0.01%
1,434,531
+29,061
1245
$18.3M 0.01%
62,397
-32,944
1246
$18.3M 0.01%
349,185
+114,774
1247
$18.2M 0.01%
3,042,677
+40,034
1248
$18.2M 0.01%
351,926
-19,384
1249
$18.1M 0.01%
+520,608
1250
$18.1M 0.01%
1,258,029
-1,170