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
1751
$8.83M ﹤0.01%
367,893
+3,782
1752
$8.8M ﹤0.01%
406,268
-15,340
1753
$8.78M ﹤0.01%
163,620
-61,257
1754
$8.78M ﹤0.01%
424,538
+21,726
1755
$8.74M ﹤0.01%
176,972
+5,176
1756
$8.7M ﹤0.01%
562,054
+328,993
1757
$8.7M ﹤0.01%
160,313
-92,098
1758
$8.69M ﹤0.01%
142,338
+16,227
1759
$8.69M ﹤0.01%
135,749
+3,951
1760
$8.69M ﹤0.01%
7,642
+2,480
1761
$8.68M ﹤0.01%
50,387
-954
1762
$8.67M ﹤0.01%
341,052
-89,537
1763
$8.64M ﹤0.01%
187,248
-5,362
1764
$8.63M ﹤0.01%
192,635
-18,111
1765
$8.61M ﹤0.01%
340,043
-87,690
1766
$8.61M ﹤0.01%
1,168,072
-110,665
1767
$8.6M ﹤0.01%
119,577
+6,829
1768
$8.56M ﹤0.01%
3,004,846
-9,424
1769
$8.56M ﹤0.01%
362,565
-188,832
1770
$8.55M ﹤0.01%
467,697
+395,765
1771
$8.54M ﹤0.01%
760,281
+189,197
1772
$8.54M ﹤0.01%
1,006,311
+90,335
1773
$8.54M ﹤0.01%
343,906
+90,932
1774
$8.54M ﹤0.01%
377,140
+30,586
1775
$8.53M ﹤0.01%
1,039,371
-341,161