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
1401
$17.3M ﹤0.01%
35,511
-5,658
1402
$17.3M ﹤0.01%
915,986
+453,490
1403
$17.3M ﹤0.01%
1,257,279
-11,897
1404
$17.2M ﹤0.01%
1,252,279
-1,945,256
1405
$17.2M ﹤0.01%
46,480
-14,465
1406
$17.2M ﹤0.01%
634,951
-124,969
1407
$17.2M ﹤0.01%
39,125
-4,778
1408
$17M ﹤0.01%
704,414
-358,338
1409
$16.9M ﹤0.01%
541,816
-508,517
1410
$16.9M ﹤0.01%
527,722
-36,914
1411
$16.9M ﹤0.01%
1,373,850
+15,043
1412
$16.9M ﹤0.01%
517,907
-47,694
1413
$16.8M ﹤0.01%
118,165
-107,895
1414
$16.8M ﹤0.01%
3,539,149
-2,211,504
1415
$16.6M ﹤0.01%
546,808
+125,644
1416
$16.5M ﹤0.01%
493,527
+417,334
1417
$16.5M ﹤0.01%
662,815
+331,946
1418
$16.4M ﹤0.01%
382,134
+68,301
1419
$16.4M ﹤0.01%
203,366
-62,585
1420
$16.3M ﹤0.01%
303,801
-9,017
1421
$16.3M ﹤0.01%
167,635
-250,940
1422
$16.3M ﹤0.01%
656,655
+3,964
1423
$16.3M ﹤0.01%
424,676
-139,803
1424
$16.2M ﹤0.01%
433,537
+202,774
1425
$16.1M ﹤0.01%
185,411
+64,770