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
3376
$376K ﹤0.01%
34,184
+12,046
3377
$375K ﹤0.01%
15,651
-351
3378
$374K ﹤0.01%
35,048
+8,803
3379
$374K ﹤0.01%
78,875
-305,695
3380
$372K ﹤0.01%
14,382
-2,950
3381
$371K ﹤0.01%
8,360
-1,367
3382
$371K ﹤0.01%
1,938
-256
3383
$370K ﹤0.01%
14,843
+10,751
3384
$369K ﹤0.01%
26,483
+21,279
3385
$369K ﹤0.01%
+72,790
3386
$369K ﹤0.01%
+37,641
3387
$369K ﹤0.01%
12,644
+8,491
3388
$368K ﹤0.01%
39,877
3389
$367K ﹤0.01%
12,975
+28
3390
$367K ﹤0.01%
20,222
-1,868
3391
$366K ﹤0.01%
20,330
+17,040
3392
$366K ﹤0.01%
80,802
+28,841
3393
$365K ﹤0.01%
18,962
+13,355
3394
$365K ﹤0.01%
10,962
+8,662
3395
$365K ﹤0.01%
75,405
-1,389
3396
$365K ﹤0.01%
22,554
+18,582
3397
$364K ﹤0.01%
17,890
+1,434
3398
$360K ﹤0.01%
25,070
-1,322
3399
$360K ﹤0.01%
30,659
+28,772
3400
$359K ﹤0.01%
13,877
-200