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
2776
$1.26M ﹤0.01%
35,443
+22,766
2777
$1.25M ﹤0.01%
+99,741
2778
$1.25M ﹤0.01%
545,603
+116,899
2779
$1.24M ﹤0.01%
119,326
-74,127
2780
$1.24M ﹤0.01%
30,443
-30,143
2781
$1.24M ﹤0.01%
64,865
-103,795
2782
$1.24M ﹤0.01%
49,108
+2,565
2783
$1.23M ﹤0.01%
11,916
+11,175
2784
$1.23M ﹤0.01%
17,563
+5,868
2785
$1.23M ﹤0.01%
66,940
-36,823
2786
$1.23M ﹤0.01%
30,081
-1,987
2787
$1.23M ﹤0.01%
66,930
-240
2788
$1.22M ﹤0.01%
21,609
+1,260
2789
$1.22M ﹤0.01%
26,265
-102,635
2790
$1.22M ﹤0.01%
53,540
+43,791
2791
$1.22M ﹤0.01%
42,044
+11,853
2792
$1.22M ﹤0.01%
288,229
+265,108
2793
$1.21M ﹤0.01%
29,462
+2,052
2794
$1.21M ﹤0.01%
138,907
-3,175,901
2795
$1.21M ﹤0.01%
10,192
+4,026
2796
$1.21M ﹤0.01%
53,358
+8,479
2797
$1.21M ﹤0.01%
33,708
-1,225
2798
$1.21M ﹤0.01%
23,019
+1,793
2799
$1.21M ﹤0.01%
4,140
+3,175
2800
$1.2M ﹤0.01%
80,720
+70,099