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
1476
$12M ﹤0.01%
648,046
-469,544
1477
$12M ﹤0.01%
+362,616
1478
$11.9M ﹤0.01%
+1,470,161
1479
$11.9M ﹤0.01%
461,050
-87,396
1480
$11.9M ﹤0.01%
426,178
-1,276,793
1481
$11.9M ﹤0.01%
849,261
+190,232
1482
$11.8M ﹤0.01%
450,819
+175,585
1483
$11.8M ﹤0.01%
392,348
+56,125
1484
$11.8M ﹤0.01%
990,111
+47,638
1485
$11.8M ﹤0.01%
198,692
+31,940
1486
$11.8M ﹤0.01%
3,021,049
-89,393
1487
$11.8M ﹤0.01%
273,797
-51,414
1488
$11.7M ﹤0.01%
218,543
-41,953
1489
$11.7M ﹤0.01%
1,044,432
-68,736
1490
$11.7M ﹤0.01%
1,634,095
+452,134
1491
$11.7M ﹤0.01%
406,863
+270,965
1492
$11.6M ﹤0.01%
1,538,711
+1,389,266
1493
$11.6M ﹤0.01%
206,053
-18,403
1494
$11.6M ﹤0.01%
186,377
+30,536
1495
$11.6M ﹤0.01%
946,955
+60,162
1496
$11.6M ﹤0.01%
398,915
+85,956
1497
$11.6M ﹤0.01%
292,398
-3,939
1498
$11.6M ﹤0.01%
584,626
-72,456
1499
$11.5M ﹤0.01%
981,587
-60,120
1500
$11.5M ﹤0.01%
+304,962