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
1351
$15.1M ﹤0.01%
209,164
+14,622
1352
$15.1M ﹤0.01%
7,407,723
+2,609,541
1353
$15.1M ﹤0.01%
173,185
-3,874
1354
$15.1M ﹤0.01%
295,618
-218,230
1355
$15.1M ﹤0.01%
344,594
-214,964
1356
$15M ﹤0.01%
530,249
+3,617
1357
$15M ﹤0.01%
147,423
-17,977
1358
$14.9M ﹤0.01%
343,616
+48,537
1359
$14.9M ﹤0.01%
1,148,953
-1,825,948
1360
$14.9M ﹤0.01%
625,090
-1,320
1361
$14.8M ﹤0.01%
470,097
+41,262
1362
$14.8M ﹤0.01%
280,712
+69,119
1363
$14.8M ﹤0.01%
1,344,046
-73,623
1364
$14.7M ﹤0.01%
19,137
+37
1365
$14.7M ﹤0.01%
263,798
+16,218
1366
$14.7M ﹤0.01%
390,564
+25,460
1367
$14.6M ﹤0.01%
599,985
+1,453
1368
$14.6M ﹤0.01%
928,348
-7,168
1369
$14.6M ﹤0.01%
395,354
-9,724
1370
$14.6M ﹤0.01%
508,701
-571,704
1371
$14.6M ﹤0.01%
1,235,301
+475,979
1372
$14.6M ﹤0.01%
880,493
+28,269
1373
$14.6M ﹤0.01%
293,000
-289,077
1374
$14.6M ﹤0.01%
1,977,945
-91,197
1375
$14.6M ﹤0.01%
1,455,296
+5,683