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
2101
$4.63M ﹤0.01%
99,807
-88,165
2102
$4.62M ﹤0.01%
61,977
+31,502
2103
$4.62M ﹤0.01%
113,110
-137,855
2104
$4.6M ﹤0.01%
117,349
-500,163
2105
$4.6M ﹤0.01%
135,429
-7,736
2106
$4.6M ﹤0.01%
326,652
+7,447
2107
$4.6M ﹤0.01%
213,050
-54,524
2108
$4.59M ﹤0.01%
179,852
+72,064
2109
$4.59M ﹤0.01%
187,603
-12,440
2110
$4.58M ﹤0.01%
76,269
-3,733
2111
$4.57M ﹤0.01%
104,654
+9,264
2112
$4.55M ﹤0.01%
85,846
+14,855
2113
$4.53M ﹤0.01%
14,845
-213
2114
$4.53M ﹤0.01%
376,821
-174,540
2115
$4.52M ﹤0.01%
133,854
-89,286
2116
$4.52M ﹤0.01%
280,559
-548,205
2117
$4.52M ﹤0.01%
395,431
+300,244
2118
$4.5M ﹤0.01%
72,946
-5,953
2119
$4.48M ﹤0.01%
338,235
-9,926
2120
$4.45M ﹤0.01%
168,577
-3,233
2121
$4.45M ﹤0.01%
62,969
-128,404
2122
$4.44M ﹤0.01%
116,271
-156,534
2123
$4.44M ﹤0.01%
426,043
+193,400
2124
$4.43M ﹤0.01%
131,628
+16,739
2125
$4.42M ﹤0.01%
407,491
+255,292