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
1301
$20.8M ﹤0.01%
1,060,053
+169,471
1302
$20.8M ﹤0.01%
592,652
+3,755
1303
$20.7M ﹤0.01%
366,895
-77,194
1304
$20.6M ﹤0.01%
880,174
+323,700
1305
$20.5M ﹤0.01%
269,306
+54,155
1306
$20.5M ﹤0.01%
914,211
+3,030
1307
$20.5M ﹤0.01%
2,323,015
+1,614,282
1308
$20.4M ﹤0.01%
290,104
-10,487
1309
$20.3M ﹤0.01%
455,358
-34,377
1310
$20.3M ﹤0.01%
1,710,315
+224,987
1311
$20.3M ﹤0.01%
487,458
-67,420
1312
$20.2M ﹤0.01%
792,049
+481,763
1313
$20.2M ﹤0.01%
681,767
-770,177
1314
$20.2M ﹤0.01%
143,402
+43,489
1315
$20.2M ﹤0.01%
169,244
-18,361
1316
$20.2M ﹤0.01%
+146,599
1317
$20.2M ﹤0.01%
1,117,081
+318,912
1318
$20.1M ﹤0.01%
167,860
-16,135
1319
$20.1M ﹤0.01%
922,108
-413,013
1320
$20.1M ﹤0.01%
442,268
+99,309
1321
$20.1M ﹤0.01%
650,422
+39,608
1322
$20.1M ﹤0.01%
348,379
+76,100
1323
$20.1M ﹤0.01%
744,994
+156,306
1324
$20M ﹤0.01%
1,767,078
+207,733
1325
$19.9M ﹤0.01%
103,889
-200