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
1451
$12.6M ﹤0.01%
118,073
+15,033
1452
$12.5M ﹤0.01%
994,074
-257,325
1453
$12.5M ﹤0.01%
616,159
+206,459
1454
$12.5M ﹤0.01%
434,618
+15,564
1455
$12.5M ﹤0.01%
246,789
+92,573
1456
$12.5M ﹤0.01%
950,805
+34,736
1457
$12.5M ﹤0.01%
261,752
+16,996
1458
$12.5M ﹤0.01%
352,573
-32,741
1459
$12.4M ﹤0.01%
1,524,606
+218,722
1460
$12.4M ﹤0.01%
1,051,632
-2,206,189
1461
$12.3M ﹤0.01%
924,489
-449,775
1462
$12.2M ﹤0.01%
1,240,949
+221,748
1463
$12.2M ﹤0.01%
171,269
-444
1464
$12.2M ﹤0.01%
374,178
+50,879
1465
$12.2M ﹤0.01%
462,064
-3,333
1466
$12.2M ﹤0.01%
697,469
-927,187
1467
$12.2M ﹤0.01%
99,941
-70,952
1468
$12.2M ﹤0.01%
1,060,901
-10,776
1469
$12.1M ﹤0.01%
110,187
+4,426
1470
$12.1M ﹤0.01%
192,716
-5,094
1471
$12.1M ﹤0.01%
143,898
-213,832
1472
$12.1M ﹤0.01%
304,786
-17,175
1473
$12.1M ﹤0.01%
130,052
+69
1474
$12.1M ﹤0.01%
601,800
+14,809
1475
$12M ﹤0.01%
192,112
-68,383