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
1701
$9.7M ﹤0.01%
2,420,006
-1,913,803
1702
$9.69M ﹤0.01%
894,301
-138,666
1703
$9.68M ﹤0.01%
564,774
+393,784
1704
$9.66M ﹤0.01%
101,592
-6,519,760
1705
$9.65M ﹤0.01%
411,340
-112,751
1706
$9.62M ﹤0.01%
550,980
+298,963
1707
$9.61M ﹤0.01%
267,530
+171,238
1708
$9.59M ﹤0.01%
37,873
-31,755
1709
$9.59M ﹤0.01%
589,968
+101,978
1710
$9.53M ﹤0.01%
395,937
-320,979
1711
$9.51M ﹤0.01%
491,402
-540,505
1712
$9.48M ﹤0.01%
96,684
-19,221
1713
$9.46M ﹤0.01%
141,112
+15,904
1714
$9.45M ﹤0.01%
1,080,803
-144,496
1715
$9.4M ﹤0.01%
84,672
+6,940
1716
$9.35M ﹤0.01%
278,249
+94,975
1717
$9.34M ﹤0.01%
106,651
+45,218
1718
$9.34M ﹤0.01%
245,451
+10,100
1719
$9.32M ﹤0.01%
60,641
-42,317
1720
$9.31M ﹤0.01%
1,496,317
+95,295
1721
$9.3M ﹤0.01%
942,935
+918,336
1722
$9.28M ﹤0.01%
360,807
-13,153
1723
$9.28M ﹤0.01%
146,932
-114,421
1724
$9.26M ﹤0.01%
192,563
-49,876
1725
$9.25M ﹤0.01%
293,865
+6,674