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
1051
$32.1M 0.01%
2,352,593
-234,603
1052
$32.1M 0.01%
653,795
-85,806
1053
$32M 0.01%
342,371
+80,556
1054
$32M 0.01%
109,036
+41,214
1055
$32M 0.01%
6,821,788
+6,721,309
1056
$32M 0.01%
663,804
+100,967
1057
$31.9M 0.01%
554,723
+31,837
1058
$31.9M 0.01%
278,930
+37,134
1059
$31.8M 0.01%
1,595,238
-77,232
1060
$31.8M 0.01%
371,315
-52,560
1061
$31.8M 0.01%
267,364
+8,766
1062
$31.8M 0.01%
208,841
-717,359
1063
$31.8M 0.01%
482,822
+174,520
1064
$31.8M 0.01%
1,453,369
+419,700
1065
$31.8M 0.01%
2,244,554
+822,533
1066
$31.7M 0.01%
126,744
+2,995
1067
$31.7M 0.01%
191,373
-110,644
1068
$31.7M 0.01%
2,097,943
-1,891,358
1069
$31.6M 0.01%
539,376
-661,567
1070
$31.6M 0.01%
459,575
-48,668
1071
$31.4M 0.01%
1,095,263
-275,431
1072
$31.3M 0.01%
1,113,732
-204,025
1073
$31.2M 0.01%
1,537,194
+453,034
1074
$31.2M 0.01%
467,860
-166,764
1075
$31M 0.01%
542,039
+412,576