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
1401
$13.9M ﹤0.01%
337,746
-4,594
1402
$13.9M ﹤0.01%
154,312
+29,818
1403
$13.8M ﹤0.01%
193,936
+48,132
1404
$13.8M ﹤0.01%
+547,431
1405
$13.8M ﹤0.01%
1,789
-968
1406
$13.8M ﹤0.01%
1,153,998
+713,794
1407
$13.7M ﹤0.01%
348,800
-267,709
1408
$13.7M ﹤0.01%
174,156
-516,389
1409
$13.7M ﹤0.01%
602,793
-45,891
1410
$13.7M ﹤0.01%
207,962
+10,950
1411
$13.7M ﹤0.01%
276,139
+77,661
1412
$13.6M ﹤0.01%
51,291
-4,020
1413
$13.6M ﹤0.01%
854,470
-28,971
1414
$13.6M ﹤0.01%
390,515
-30,993
1415
$13.6M ﹤0.01%
729,525
+78,319
1416
$13.5M ﹤0.01%
399,233
+93,776
1417
$13.5M ﹤0.01%
288,196
-254,290
1418
$13.5M ﹤0.01%
388,575
-136,839
1419
$13.5M ﹤0.01%
231,670
+6,084
1420
$13.5M ﹤0.01%
424,385
-1,412,120
1421
$13.4M ﹤0.01%
1,342,680
+784,403
1422
$13.4M ﹤0.01%
3,710,818
-281,318
1423
$13.4M ﹤0.01%
287,471
+234,730
1424
$13.3M ﹤0.01%
1,135,924
-64,792
1425
$13.3M ﹤0.01%
695,750
+222,482