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
1326
$19.7M ﹤0.01%
242,857
+109,272
1327
$19.7M ﹤0.01%
193,682
+42,678
1328
$19.6M ﹤0.01%
240,738
+45,030
1329
$19.6M ﹤0.01%
2,215,348
+515,875
1330
$19.6M ﹤0.01%
1,317,794
-145,641
1331
$19.6M ﹤0.01%
279,084
+112,756
1332
$19.5M ﹤0.01%
672,593
-751,002
1333
$19.4M ﹤0.01%
766,190
+35,790
1334
$19.4M ﹤0.01%
392,363
-42,390
1335
$19.4M ﹤0.01%
1,012,977
+61,960
1336
$19.4M ﹤0.01%
496,518
+114,799
1337
$19.3M ﹤0.01%
69,226
-21,117
1338
$19.3M ﹤0.01%
91,807
+18,496
1339
$19.3M ﹤0.01%
122,093
-14,920
1340
$19.3M ﹤0.01%
326,976
+81,750
1341
$19.2M ﹤0.01%
718,137
+214,813
1342
$19.2M ﹤0.01%
13,632,471
+8,106,929
1343
$19.2M ﹤0.01%
184,404
-38,391
1344
$19.1M ﹤0.01%
371,063
+163,853
1345
$19.1M ﹤0.01%
897,189
+211,316
1346
$19M ﹤0.01%
119,862
+41,555
1347
$19M ﹤0.01%
405,142
+245,068
1348
$19M ﹤0.01%
470,776
-130,909
1349
$19M ﹤0.01%
1,869,713
-1,196,315
1350
$19M ﹤0.01%
223,822
+165,816