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
1476
$14.3M ﹤0.01%
527,280
-376,248
1477
$14.3M ﹤0.01%
606,417
-180,359
1478
$14.3M ﹤0.01%
106,709
-5,411
1479
$14.3M ﹤0.01%
633,009
-81,765
1480
$14.3M ﹤0.01%
415,443
+9,111
1481
$14.2M ﹤0.01%
103,963
-21,158
1482
$14.2M ﹤0.01%
481,738
-48,121
1483
$14.1M ﹤0.01%
764,386
-1,393,826
1484
$14.1M ﹤0.01%
161,621
+10,250
1485
$14.1M ﹤0.01%
183,053
+25,274
1486
$14.1M ﹤0.01%
293,159
+109,621
1487
$14.1M ﹤0.01%
583,697
+84,527
1488
$14.1M ﹤0.01%
704,677
+694,257
1489
$14.1M ﹤0.01%
176,224
+4,435
1490
$14M ﹤0.01%
1,032,779
+274,475
1491
$14M ﹤0.01%
353,578
-127,151
1492
$14M ﹤0.01%
735,470
+255,442
1493
$13.9M ﹤0.01%
1,387,116
-110,701
1494
$13.9M ﹤0.01%
991,966
-854,652
1495
$13.9M ﹤0.01%
36,863
-20,863
1496
$13.9M ﹤0.01%
330,118
+321,863
1497
$13.8M ﹤0.01%
360,137
+206,382
1498
$13.8M ﹤0.01%
936,794
-208,618
1499
$13.7M ﹤0.01%
459,440
-411,284
1500
$13.7M ﹤0.01%
543,087
+35,090