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
1201
$24.4M ﹤0.01%
197,533
-34,906
1202
$24.3M ﹤0.01%
375,849
-121,661
1203
$24.2M ﹤0.01%
478,887
-1,813,978
1204
$24.2M ﹤0.01%
185,476
-18,040
1205
$24.1M ﹤0.01%
683,978
+95,821
1206
$24.1M ﹤0.01%
1,545,603
+77,909
1207
$24.1M ﹤0.01%
1,076,560
+102,240
1208
$24.1M ﹤0.01%
308,033
-1,661,164
1209
$24.1M ﹤0.01%
1,166,957
+145,223
1210
$24M ﹤0.01%
527,389
+231,948
1211
$24M ﹤0.01%
2,262,310
+370,963
1212
$24M ﹤0.01%
896,737
+686,324
1213
$24M ﹤0.01%
257,528
-1,254,533
1214
$23.9M ﹤0.01%
601,297
-5,011
1215
$23.9M ﹤0.01%
402,353
-877,795
1216
$23.9M ﹤0.01%
+878,954
1217
$23.9M ﹤0.01%
1,081,022
+234,293
1218
$23.8M ﹤0.01%
560,096
+224,677
1219
$23.6M ﹤0.01%
528,872
+269,874
1220
$23.6M ﹤0.01%
529,405
+57,288
1221
$23.6M ﹤0.01%
143,040
-16,140
1222
$23.6M ﹤0.01%
465,654
+166,905
1223
$23.5M ﹤0.01%
681,733
-50,682
1224
$23.5M ﹤0.01%
1,178,312
+187,602
1225
$23.5M ﹤0.01%
642,592
-160,693