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
2926
$988K ﹤0.01%
26,351
+8,986
2927
$987K ﹤0.01%
6,026
+4,736
2928
$984K ﹤0.01%
562,488
+158,786
2929
$982K ﹤0.01%
52,600
-4,464
2930
$981K ﹤0.01%
26,378
+4,216
2931
$979K ﹤0.01%
48,547
-649,056
2932
$979K ﹤0.01%
30,034
+454
2933
$976K ﹤0.01%
27,698
+18,247
2934
$976K ﹤0.01%
67,247
-1,624
2935
$975K ﹤0.01%
27,138
+19,698
2936
$975K ﹤0.01%
38,908
+25,139
2937
$973K ﹤0.01%
54,926
-77,097
2938
$972K ﹤0.01%
27,729
+11,675
2939
$970K ﹤0.01%
78,898
-13,532
2940
$968K ﹤0.01%
10,825
+9,561
2941
$966K ﹤0.01%
40,770
+16,497
2942
$965K ﹤0.01%
16,052
-3,318
2943
$964K ﹤0.01%
263,304
+207,460
2944
$963K ﹤0.01%
28,924
+25,787
2945
$962K ﹤0.01%
+40,526
2946
$960K ﹤0.01%
19,180
-2,820
2947
$960K ﹤0.01%
22,788
-14,285
2948
$958K ﹤0.01%
22,376
-42,727
2949
$958K ﹤0.01%
64,549
+871
2950
$956K ﹤0.01%
34,379
+12,525