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
1551
$12.6M ﹤0.01%
334,019
-1,306,317
1552
$12.5M ﹤0.01%
199,138
+7,231
1553
$12.5M ﹤0.01%
515,563
-310,042
1554
$12.5M ﹤0.01%
1,060,080
1555
$12.5M ﹤0.01%
1,820,008
-2,419,480
1556
$12.5M ﹤0.01%
1,010,575
+186,658
1557
$12.5M ﹤0.01%
611,912
+358,563
1558
$12.5M ﹤0.01%
591,424
+143,965
1559
$12.5M ﹤0.01%
559,434
-108,574
1560
$12.5M ﹤0.01%
176,055
+37,891
1561
$12.5M ﹤0.01%
3,217,772
-281,360
1562
$12.5M ﹤0.01%
287,095
-61,905
1563
$12.4M ﹤0.01%
159,978
-3,875
1564
$12.4M ﹤0.01%
564,911
+97,622
1565
$12.4M ﹤0.01%
277,197
+97,969
1566
$12.4M ﹤0.01%
460,212
-1,019,126
1567
$12.4M ﹤0.01%
95,773
-16,229
1568
$12.4M ﹤0.01%
198,630
-43,418
1569
$12.4M ﹤0.01%
368,282
+245,975
1570
$12.3M ﹤0.01%
240,300
+237,678
1571
$12.3M ﹤0.01%
305,010
-191,179
1572
$12.3M ﹤0.01%
683,459
-304,021
1573
$12.3M ﹤0.01%
293,397
-53,619
1574
$12.3M ﹤0.01%
187,050
-75,742
1575
$12.3M ﹤0.01%
420,056
+88,063