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
1151
$26.7M 0.01%
498,000
1152
$26.7M 0.01%
409,636
+11,176
1153
$26.7M 0.01%
5,159,130
+382,431
1154
$26.6M 0.01%
585,477
+10,078
1155
$26.6M 0.01%
436,529
+208,323
1156
$26.5M ﹤0.01%
766,072
+130,454
1157
$26.5M ﹤0.01%
949,629
-46,005
1158
$26.5M ﹤0.01%
805,970
+51,956
1159
$26.5M ﹤0.01%
711,740
-240,782
1160
$26.4M ﹤0.01%
993,825
1161
$26.4M ﹤0.01%
891,643
-49,858
1162
$26.3M ﹤0.01%
578,826
-208,256
1163
$26.2M ﹤0.01%
323,930
-94,092
1164
$26.2M ﹤0.01%
424,894
-18,050
1165
$26.2M ﹤0.01%
978,753
-397,663
1166
$26.1M ﹤0.01%
422,367
+34,127
1167
$26.1M ﹤0.01%
871,192
-156,235
1168
$26M ﹤0.01%
441,539
-18,741
1169
$26M ﹤0.01%
691,480
+333,233
1170
$26M ﹤0.01%
359,970
-138,092
1171
$25.9M ﹤0.01%
679,855
-16,025
1172
$25.8M ﹤0.01%
305,498
+210,560
1173
$25.8M ﹤0.01%
490,000
1174
$25.7M ﹤0.01%
120,150
+4,774
1175
$25.7M ﹤0.01%
461,253
+69,068