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
3226
$525K ﹤0.01%
101,100
+15,702
3227
$523K ﹤0.01%
36,651
-35,935
3228
$522K ﹤0.01%
33,101
+27,065
3229
$521K ﹤0.01%
13,143
+1,330
3230
$520K ﹤0.01%
29,857
-1,116
3231
$519K ﹤0.01%
17,493
+7,206
3232
$519K ﹤0.01%
15,099
-500
3233
$518K ﹤0.01%
16,349
-1,623
3234
$518K ﹤0.01%
13,105
-252
3235
$517K ﹤0.01%
46,032
+34,545
3236
$516K ﹤0.01%
121,768
+110,395
3237
$516K ﹤0.01%
32,779
-8,665
3238
$514K ﹤0.01%
42,022
+33,117
3239
$513K ﹤0.01%
26,341
-153,063
3240
$511K ﹤0.01%
9,672
3241
$511K ﹤0.01%
7,581
+3,784
3242
$509K ﹤0.01%
6,359
+4,952
3243
$507K ﹤0.01%
43,796
+15,920
3244
$506K ﹤0.01%
139,084
-108,610
3245
$506K ﹤0.01%
21,956
+13,737
3246
$505K ﹤0.01%
+51,014
3247
$505K ﹤0.01%
67,785
3248
$504K ﹤0.01%
+38,213
3249
$502K ﹤0.01%
16,663
+6,761
3250
$501K ﹤0.01%
+292