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
1251
$18M 0.01%
148,133
-129,888
1252
$18M 0.01%
308,093
-243,496
1253
$18M 0.01%
210,598
+30,114
1254
$18M 0.01%
632,087
-179,335
1255
$18M 0.01%
1,042,703
-2,411,248
1256
$17.9M 0.01%
172,475
+26,376
1257
$17.9M 0.01%
627,942
+4,389
1258
$17.8M 0.01%
894,808
-8,745
1259
$17.8M 0.01%
355,590
-29,550
1260
$17.8M 0.01%
226,216
-657,636
1261
$17.7M 0.01%
995,860
+55,215
1262
$17.7M 0.01%
500,320
+33,373
1263
$17.7M 0.01%
697,522
-318,621
1264
$17.7M 0.01%
237,661
-94,207
1265
$17.6M 0.01%
782,118
+88,931
1266
$17.5M 0.01%
958,596
-103,278
1267
$17.5M 0.01%
2,128,705
+73,411
1268
$17.5M 0.01%
455,859
-1,575,101
1269
$17.5M 0.01%
981,608
+119,327
1270
$17.5M 0.01%
198,465
-1,249,319
1271
$17.4M 0.01%
332,741
-14,872
1272
$17.4M 0.01%
248,844
-100,094
1273
$17.3M 0.01%
412,420
-128,778
1274
$17.3M 0.01%
892,743
+459,238
1275
$17.2M 0.01%
1,213,389
+19,137