JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 24.92%
 

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
+24.92%
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
4,083
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
201
$400M 0.11%
6,838,639
-3,122,400
202
$399M 0.11%
1,745,134
-330,596
203
$399M 0.11%
13,009,630
+5,081,174
204
$397M 0.11%
20,084,990
+527,540
205
$397M 0.11%
4,273,355
-1,747,234
206
$394M 0.11%
3,932,805
-2,065,889
207
$393M 0.11%
9,045,648
-5,452,161
208
$387M 0.11%
9,265,066
-1,391,766
209
$387M 0.11%
4,819,904
-1,520,418
210
$385M 0.11%
77,912,954
+5,539,547
211
$385M 0.11%
18,840,212
-2,184,172
212
$383M 0.11%
72,900,730
+37,559,900
213
$383M 0.11%
5,893,127
-126,291
214
$376M 0.11%
6,576,293
-474,910
215
$376M 0.11%
7,115,907
-3,001,977
216
$372M 0.11%
5,388,794
-7,669
217
$369M 0.1%
2,980,241
-53,555
218
$368M 0.1%
7,305,066
+89,490
219
$361M 0.1%
18,285,254
+1,998,708
220
$360M 0.1%
7,771,196
+2,803,481
221
$348M 0.1%
6,874,084
+3,059,205
222
$348M 0.1%
12,456,682
-16,011,820
223
$342M 0.1%
4,227,974
-751,772
224
$339M 0.1%
1,564,051
+705,004
225
$338M 0.1%
15,536,089
-2,340,771