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
1101
$29.5M 0.01%
1,046,352
+643,625
1102
$29.4M 0.01%
578,350
+46,295
1103
$29.4M 0.01%
314,121
+9,634
1104
$29.3M 0.01%
264,434
-231,852
1105
$29.3M 0.01%
1,012,002
-114,756
1106
$29.3M 0.01%
498,339
-244,493
1107
$29.2M 0.01%
696,064
+378,466
1108
$29.2M 0.01%
161,865
-17,833
1109
$28.9M 0.01%
1,740,525
-1,478,791
1110
$28.8M 0.01%
676,059
+361,537
1111
$28.7M 0.01%
1,800,994
-936,098
1112
$28.7M 0.01%
512,940
+131,010
1113
$28.5M 0.01%
689,319
+450,755
1114
$28.5M 0.01%
540,273
-1,981,799
1115
$28.5M 0.01%
706,720
+237,122
1116
$28.5M 0.01%
831,833
-146,360
1117
$28.4M 0.01%
147,624
-14,305
1118
$28.3M 0.01%
831,686
-20,297
1119
$28.2M 0.01%
485,472
-15,852
1120
$28.1M 0.01%
1,579,317
+53,299
1121
$28M 0.01%
1,058,682
-1,406
1122
$28M 0.01%
373,430
+2,525
1123
$28M 0.01%
784,722
+90,874
1124
$27.9M 0.01%
276,341
+177,446
1125
$27.8M 0.01%
902,989
-5,531