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
1801
$8.18M ﹤0.01%
261,005
-229,599
1802
$8.18M ﹤0.01%
96,515
+16,948
1803
$8.17M ﹤0.01%
18,470
-79,667
1804
$8.17M ﹤0.01%
154,739
+24,065
1805
$8.16M ﹤0.01%
+792,963
1806
$8.12M ﹤0.01%
170,858
-36,772
1807
$8.1M ﹤0.01%
426,384
-448,830
1808
$8.1M ﹤0.01%
+244,852
1809
$8.09M ﹤0.01%
201,491
-10,303
1810
$8.09M ﹤0.01%
269,468
+22,202
1811
$8.06M ﹤0.01%
42,628
+39,824
1812
$8.05M ﹤0.01%
210,718
+86,355
1813
$8.04M ﹤0.01%
342,555
+256,755
1814
$8.02M ﹤0.01%
474,544
+134,961
1815
$8M ﹤0.01%
517,010
+179,424
1816
$7.96M ﹤0.01%
78,317
-43,352
1817
$7.96M ﹤0.01%
1,661,954
+106,392
1818
$7.95M ﹤0.01%
154,209
+50,639
1819
$7.93M ﹤0.01%
49,510
-2,208,589
1820
$7.9M ﹤0.01%
345,960
+114,456
1821
$7.88M ﹤0.01%
579,490
-9,535
1822
$7.88M ﹤0.01%
152,126
-3,760
1823
$7.86M ﹤0.01%
85,015
+22,798
1824
$7.85M ﹤0.01%
341,228
-154,801
1825
$7.85M ﹤0.01%
115,354
+56,948