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
3026
$812K ﹤0.01%
30,469
+19,695
3027
$812K ﹤0.01%
13,628
-16,769
3028
$811K ﹤0.01%
4,404
-842
3029
$811K ﹤0.01%
1,199,261
+1,132,342
3030
$810K ﹤0.01%
393,047
-36,283
3031
$808K ﹤0.01%
47,692
+11,326
3032
$808K ﹤0.01%
46,438
+33,620
3033
$808K ﹤0.01%
19,017
+10,768
3034
$807K ﹤0.01%
15,446
+6,435
3035
$802K ﹤0.01%
26,302
+17,220
3036
$802K ﹤0.01%
54,850
-400,000
3037
$799K ﹤0.01%
31,634
-754
3038
$796K ﹤0.01%
24,351
+17,292
3039
$791K ﹤0.01%
43,594
+11,034
3040
$789K ﹤0.01%
37,248
+21,694
3041
$786K ﹤0.01%
32,052
+4,133
3042
$783K ﹤0.01%
21,602
-7,443
3043
$782K ﹤0.01%
126,200
-62,100
3044
$781K ﹤0.01%
56,982
+24,406
3045
$780K ﹤0.01%
95,237
-50,372
3046
$778K ﹤0.01%
44,867
-452
3047
$778K ﹤0.01%
24,096
+16,781
3048
$775K ﹤0.01%
20,863
-2,572
3049
$774K ﹤0.01%
582,657
+549,239
3050
$773K ﹤0.01%
30,425
+14,535