JP Morgan Chase & Co

JP Morgan Chase & Co Portfolio holdings

AUM $1.57T
1-Year Est. Return 25.06%
 

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 Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$488B
AUM Growth
+$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,082
New
Increased
Reduced
Closed

Top Buys

1 +$1.02B
2 +$1.02B
3 +$1B
4
TSLA icon
Tesla
TSLA
+$912M
5
JNJ icon
Johnson & Johnson
JNJ
+$842M

Top Sells

1 +$1.5B
2 +$1.27B
3 +$1.05B
4
STI
SunTrust Banks, Inc.
STI
+$987M
5
CELG
Celgene Corp
CELG
+$929M

Sector Composition

1 Technology 14.23%
2 Financials 13.12%
3 Healthcare 10.39%
4 Consumer Discretionary 9.46%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$34.3M 0.01%
+29,089
1027
$34.2M 0.01%
672,302
-1,458,833
1028
$34.2M 0.01%
3,023,074
+904,278
1029
$34M 0.01%
1,097,664
+187,017
1030
$33.9M 0.01%
2,008,143
-189,622
1031
$33.8M 0.01%
1,171,946
-143,379
1032
$33.7M 0.01%
2,379,229
-750,257
1033
$33.7M 0.01%
356,131
-105,693
1034
$33.7M 0.01%
746,413
+172,308
1035
$33.4M 0.01%
515,413
+26,147
1036
$33.2M 0.01%
25,930
-2,521
1037
$33.2M 0.01%
771,373
+40,155
1038
$33.1M 0.01%
270,999
+12,811
1039
$33.1M 0.01%
645,368
+312,971
1040
$33M 0.01%
1,270,201
+230,097
1041
$32.9M 0.01%
812,508
+1,672
1042
$32.8M 0.01%
427,391
+47,294
1043
$32.7M 0.01%
656,037
+415,736
1044
$32.6M 0.01%
879,826
-5,048
1045
$32.4M 0.01%
536,951
+321,660
1046
$32.3M 0.01%
571,352
-185,951
1047
$32.3M 0.01%
2,461,197
-697,368
1048
$32.3M 0.01%
3,178,720
-309,070
1049
$32.2M 0.01%
468,571
+13,416
1050
$32.1M 0.01%
217,794
-85,228