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
1376
$14.6M ﹤0.01%
580,457
+23,634
1377
$14.6M ﹤0.01%
2,170,678
-515,442
1378
$14.6M ﹤0.01%
838,137
-498,089
1379
$14.5M ﹤0.01%
735,268
-32,008
1380
$14.5M ﹤0.01%
863,716
+546,525
1381
$14.5M ﹤0.01%
227,077
+153,600
1382
$14.5M ﹤0.01%
360,037
+309,616
1383
$14.5M ﹤0.01%
756,837
+304,144
1384
$14.4M ﹤0.01%
229,334
+5,001
1385
$14.4M ﹤0.01%
756,000
-16,889
1386
$14.4M ﹤0.01%
317,669
-302,911
1387
$14.3M ﹤0.01%
734,772
+196,757
1388
$14.3M ﹤0.01%
646,396
-187,892
1389
$14.3M ﹤0.01%
891,715
-89,571
1390
$14.3M ﹤0.01%
289,714
-916,208
1391
$14.2M ﹤0.01%
750,887
-120,016
1392
$14.2M ﹤0.01%
830,710
-81,068
1393
$14.2M ﹤0.01%
499,123
+1,766
1394
$14.1M ﹤0.01%
299,419
+97,685
1395
$14.1M ﹤0.01%
792,525
+78,419
1396
$14.1M ﹤0.01%
220,305
-171,479
1397
$14M ﹤0.01%
197,009
+9,413
1398
$14M ﹤0.01%
224,716
+4,551
1399
$14M ﹤0.01%
494,514
-120,105
1400
$14M ﹤0.01%
1,152,391
+296,780