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
1276
$17.2M 0.01%
2,689,856
+43,120
1277
$17.2M 0.01%
130,075
-298
1278
$17.2M 0.01%
749,525
-114,987
1279
$17.2M 0.01%
252,586
-81,679
1280
$17.2M 0.01%
329,362
-73,913
1281
$17.2M 0.01%
821,851
+328,812
1282
$17.1M 0.01%
583,592
-50,768
1283
$17.1M 0.01%
309,876
+151,467
1284
$17M 0.01%
1,555,122
-465,192
1285
$17M 0.01%
739,762
-45,102
1286
$17M 0.01%
880,009
-575,482
1287
$17M 0.01%
416,824
-306,326
1288
$16.9M 0.01%
+296,824
1289
$16.9M 0.01%
535,786
+22,402
1290
$16.9M 0.01%
1,086,220
-1,252,496
1291
$16.9M 0.01%
366,881
+181,471
1292
$16.9M 0.01%
1,568,109
+103,099
1293
$16.8M ﹤0.01%
257,147
+8,084
1294
$16.8M ﹤0.01%
580,716
-48,890
1295
$16.8M ﹤0.01%
290,402
-71,875
1296
$16.8M ﹤0.01%
858,984
-136,281
1297
$16.7M ﹤0.01%
733,813
+131,383
1298
$16.7M ﹤0.01%
+166,683
1299
$16.7M ﹤0.01%
367,228
+67,876
1300
$16.5M ﹤0.01%
1,268,054
-231,060