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
126
$847M 0.16%
6,344,265
-1,618,001
127
$844M 0.16%
2,989,465
-1,264,264
128
$843M 0.16%
14,145,275
+497,687
129
$842M 0.16%
4,689,045
-665,180
130
$840M 0.16%
9,468,415
+5,171,822
131
$832M 0.16%
9,428,630
+434,218
132
$829M 0.15%
23,571,752
+4,439,687
133
$824M 0.15%
13,755,682
+9,406,572
134
$813M 0.15%
6,534,368
+603,593
135
$813M 0.15%
6,970,893
-2,254,823
136
$807M 0.15%
15,842,595
+921,123
137
$803M 0.15%
1,375,850
-91,391
138
$800M 0.15%
3,319,937
+2,054,336
139
$790M 0.15%
39,050,846
-8,381,060
140
$789M 0.15%
14,421,976
-3,532
141
$777M 0.14%
5,845,578
+893,318
142
$775M 0.14%
16,159,190
-1,956,783
143
$769M 0.14%
6,905,160
-485,006
144
$769M 0.14%
4,439,613
+3,838
145
$769M 0.14%
3,610,567
+248,174
146
$766M 0.14%
24,248,230
-13,683,070
147
$756M 0.14%
5,227,439
-1,861,345
148
$749M 0.14%
12,219,301
-1,615,138
149
$739M 0.14%
4,437,771
-1,281,297
150
$737M 0.14%
10,678,964
+5,444,109