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
1076
$30.8M 0.01%
239,176
+92,318
1077
$30.8M 0.01%
1,457,387
-90,016
1078
$30.7M 0.01%
588,395
-339,361
1079
$30.6M 0.01%
1,417,280
-265,645
1080
$30.6M 0.01%
1,789,341
+1,595,821
1081
$30.6M 0.01%
865,618
+439,466
1082
$30.5M 0.01%
543,518
+25,700
1083
$30.4M 0.01%
1,320,026
+1,102,790
1084
$30.4M 0.01%
1,902,306
-389,445
1085
$30.4M 0.01%
307,834
-17,968
1086
$30.4M 0.01%
465,022
-234,823
1087
$30.2M 0.01%
1,040,333
+296,789
1088
$30.2M 0.01%
905,143
+826,442
1089
$30.1M 0.01%
1,315,984
-71,205
1090
$30.1M 0.01%
2,313,766
-151,195
1091
$30M 0.01%
590,714
+162,216
1092
$29.9M 0.01%
407,690
-574,434
1093
$29.9M 0.01%
357,989
+43,021
1094
$29.8M 0.01%
1,910,836
-154,140
1095
$29.8M 0.01%
2,073,699
-188,443
1096
$29.8M 0.01%
1,539,829
+80,750
1097
$29.7M 0.01%
805,087
-451,151
1098
$29.7M 0.01%
508,301
+252,113
1099
$29.6M 0.01%
2,178,432
+558,518
1100
$29.6M 0.01%
605,606
-22,348