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
1676
$10.2M ﹤0.01%
479,979
+171,514
1677
$10.1M ﹤0.01%
219,224
-30,597
1678
$10.1M ﹤0.01%
782,031
-83,615
1679
$10.1M ﹤0.01%
378,588
+148,503
1680
$10.1M ﹤0.01%
1,579,470
1681
$10.1M ﹤0.01%
1,133,435
+122,013
1682
$10.1M ﹤0.01%
152,438
+38,898
1683
$10.1M ﹤0.01%
444,158
+20,681
1684
$10.1M ﹤0.01%
69,870
+3,527
1685
$10.1M ﹤0.01%
465,946
+80,163
1686
$10M ﹤0.01%
274,824
+202,289
1687
$10M ﹤0.01%
668,818
+375,646
1688
$9.99M ﹤0.01%
26,428
-62,578
1689
$9.98M ﹤0.01%
278,012
+43,322
1690
$9.98M ﹤0.01%
64,302
+1,363
1691
$9.89M ﹤0.01%
201,365
+28,933
1692
$9.87M ﹤0.01%
1,330,012
-4,230
1693
$9.86M ﹤0.01%
82,145
+14,123
1694
$9.84M ﹤0.01%
466,609
-1,124
1695
$9.8M ﹤0.01%
106,260
-60,560
1696
$9.8M ﹤0.01%
214,809
-218,476
1697
$9.8M ﹤0.01%
70,416
+4,921
1698
$9.78M ﹤0.01%
308,290
+277,100
1699
$9.77M ﹤0.01%
660,899
-80,094
1700
$9.75M ﹤0.01%
387,990
+342,435