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
1426
$13.3M ﹤0.01%
657,297
+9,525
1427
$13.2M ﹤0.01%
305,010
+102,334
1428
$13.2M ﹤0.01%
+557,223
1429
$13.1M ﹤0.01%
201,474
-74,371
1430
$13.1M ﹤0.01%
1,056,792
+230,389
1431
$13.1M ﹤0.01%
256,865
+1,560
1432
$13M ﹤0.01%
314,464
+9,169
1433
$12.9M ﹤0.01%
80,419
-193,568
1434
$12.9M ﹤0.01%
+340,717
1435
$12.9M ﹤0.01%
487,118
+43,855
1436
$12.9M ﹤0.01%
1,378,177
-181,940
1437
$12.9M ﹤0.01%
412,535
-83,436
1438
$12.7M ﹤0.01%
186,890
-24,023
1439
$12.7M ﹤0.01%
659,645
-17,009
1440
$12.7M ﹤0.01%
383,022
-61,474
1441
$12.7M ﹤0.01%
267,230
-2,352,589
1442
$12.7M ﹤0.01%
678,234
+616,994
1443
$12.7M ﹤0.01%
152,532
+6,694
1444
$12.7M ﹤0.01%
+481,911
1445
$12.6M ﹤0.01%
306,961
+74,236
1446
$12.6M ﹤0.01%
605,045
-453,237
1447
$12.6M ﹤0.01%
245,115
+27,873
1448
$12.6M ﹤0.01%
1,544,280
-1,381,389
1449
$12.6M ﹤0.01%
701,380
-1,923,034
1450
$12.6M ﹤0.01%
809,350
+181,515