JP Morgan Chase

JP Morgan Chase 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
2601
$1.82M ﹤0.01%
258,467
-23,692
2602
$1.81M ﹤0.01%
287,090
-20,300
2603
$1.8M ﹤0.01%
61,944
+6,102
2604
$1.8M ﹤0.01%
42,944
+9,285
2605
$1.79M ﹤0.01%
55,750
-80,962
2606
$1.79M ﹤0.01%
60,081
+576
2607
$1.78M ﹤0.01%
34,722
+13,404
2608
$1.77M ﹤0.01%
106,960
-199,056
2609
$1.77M ﹤0.01%
35,759
+6,972
2610
$1.77M ﹤0.01%
356,672
+76,819
2611
$1.77M ﹤0.01%
10,153
-12,954
2612
$1.76M ﹤0.01%
80,306
-2,942
2613
$1.76M ﹤0.01%
49,694
+28,387
2614
$1.76M ﹤0.01%
132,045
-41,529
2615
$1.76M ﹤0.01%
29,800
+9,302
2616
$1.75M ﹤0.01%
101,027
+12,426
2617
$1.75M ﹤0.01%
31,474
+914
2618
$1.74M ﹤0.01%
11,278
+11,042
2619
$1.74M ﹤0.01%
60,676
+5,389
2620
$1.74M ﹤0.01%
130,581
+14,428
2621
$1.74M ﹤0.01%
470,832
-104,614
2622
$1.73M ﹤0.01%
41,801
-674
2623
$1.73M ﹤0.01%
411,586
+122,438
2624
$1.72M ﹤0.01%
45,242
+22,055
2625
$1.72M ﹤0.01%
73,476
-62,336