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
3826
$102K ﹤0.01%
900
3827
$102K ﹤0.01%
951
3828
$102K ﹤0.01%
676
+508
3829
$101K ﹤0.01%
1,956
-22,683
3830
$101K ﹤0.01%
16,484
+12,737
3831
$101K ﹤0.01%
8,964
+3,392
3832
$101K ﹤0.01%
+20,184
3833
$100K ﹤0.01%
8,873
+6,660
3834
0
3835
$100K ﹤0.01%
4,192
-103
3836
$100K ﹤0.01%
23,837
-558
3837
$99K ﹤0.01%
5,912
+4,424
3838
$99K ﹤0.01%
28,309
+3,965
3839
$99K ﹤0.01%
10,154
+9,554
3840
$99K ﹤0.01%
9,805
-2,985
3841
$99K ﹤0.01%
+687
3842
$99K ﹤0.01%
6,407
-249,170
3843
$99K ﹤0.01%
81,348
-28,446
3844
$98K ﹤0.01%
8,008
-396,531
3845
$98K ﹤0.01%
5,875
+377
3846
$97K ﹤0.01%
+105
3847
$97K ﹤0.01%
3,611
+3,214
3848
$97K ﹤0.01%
4,496
+2,326
3849
$97K ﹤0.01%
1,920
+1,788
3850
$97K ﹤0.01%
5,762
+1,646