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
1726
$9.23M ﹤0.01%
229,727
+209,053
1727
$9.19M ﹤0.01%
313,758
+295,248
1728
$9.18M ﹤0.01%
296,246
-1,087
1729
$9.18M ﹤0.01%
88,755
+55,217
1730
$9.18M ﹤0.01%
393,102
-140,477
1731
$9.15M ﹤0.01%
157,075
-24,702
1732
$9.12M ﹤0.01%
113,892
-7,666
1733
$9.12M ﹤0.01%
679,231
+656,702
1734
$9.12M ﹤0.01%
121,852
+27,994
1735
$9.12M ﹤0.01%
207,236
+5,879
1736
$9.1M ﹤0.01%
81,310
+115
1737
$9.1M ﹤0.01%
465,689
-65,361
1738
$9.05M ﹤0.01%
167,922
+62,226
1739
$9M ﹤0.01%
132,812
-7,054
1740
$8.98M ﹤0.01%
124,401
-107,506
1741
$8.98M ﹤0.01%
100,473
-1,017
1742
$8.97M ﹤0.01%
273,409
-24,689
1743
$8.95M ﹤0.01%
1,541,165
+516,499
1744
$8.95M ﹤0.01%
274,346
+230,890
1745
$8.94M ﹤0.01%
101,456
+16,966
1746
$8.93M ﹤0.01%
124,898
+101,610
1747
$8.92M ﹤0.01%
654,916
+113,728
1748
$8.85M ﹤0.01%
+328,400
1749
$8.84M ﹤0.01%
210,964
-47,762
1750
$8.83M ﹤0.01%
79,482
-31,723