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
3451
$325K ﹤0.01%
45,592
+19,866
3452
$325K ﹤0.01%
1,303
+45
3453
$325K ﹤0.01%
11,765
-113
3454
$325K ﹤0.01%
12,624
-290
3455
$324K ﹤0.01%
1,181
+884
3456
$324K ﹤0.01%
3,949
+2,592
3457
$324K ﹤0.01%
10,196
+4,727
3458
$321K ﹤0.01%
14,951
+5,604
3459
$320K ﹤0.01%
14,392
-137
3460
$320K ﹤0.01%
7,445
-3,233
3461
$319K ﹤0.01%
19,786
+2,646
3462
$319K ﹤0.01%
44,965
+28,318
3463
$319K ﹤0.01%
12,455
-330
3464
$319K ﹤0.01%
+19,846
3465
$318K ﹤0.01%
13,727
+895
3466
$317K ﹤0.01%
229,902
-92,098
3467
$316K ﹤0.01%
8,906
+6,657
3468
$314K ﹤0.01%
10,322
+3,363
3469
$313K ﹤0.01%
7,817
+2,492
3470
$312K ﹤0.01%
5,200
3471
$310K ﹤0.01%
8,748
+3,396
3472
$310K ﹤0.01%
12,440
+9,346
3473
$309K ﹤0.01%
28,529
+13,467
3474
$309K ﹤0.01%
71,097
+58,471
3475
$309K ﹤0.01%
10,795
+8,082