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
3051
$772K ﹤0.01%
69,894
+12,555
3052
$772K ﹤0.01%
71,029
+53,297
3053
$770K ﹤0.01%
64,905
-265,616
3054
$769K ﹤0.01%
87,908
-4,402
3055
$768K ﹤0.01%
23,619
+11,453
3056
$768K ﹤0.01%
58,593
+37,461
3057
$766K ﹤0.01%
28,414
-276
3058
$766K ﹤0.01%
4,395
+517
3059
$765K ﹤0.01%
10,803
+6,321
3060
$757K ﹤0.01%
19,316
+14,137
3061
$757K ﹤0.01%
63,199
+2,366
3062
$757K ﹤0.01%
17,996
+1,360
3063
$755K ﹤0.01%
41,941
+12,218
3064
$755K ﹤0.01%
155,287
-13,800
3065
0
3066
$753K ﹤0.01%
45,295
-246,263
3067
$752K ﹤0.01%
22,811
+2,613
3068
$752K ﹤0.01%
1,112
+1,030
3069
$751K ﹤0.01%
27,699
+6,777
3070
$751K ﹤0.01%
7,275
+4,475
3071
$745K ﹤0.01%
28,023
+7,443
3072
$745K ﹤0.01%
38,075
-19,363
3073
$743K ﹤0.01%
3,065
+2,671
3074
$743K ﹤0.01%
44,616
+36,359
3075
$741K ﹤0.01%
45,302
+18,840