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
2626
$1.71M ﹤0.01%
40,758
+2,592
2627
$1.71M ﹤0.01%
104,284
+891
2628
$1.71M ﹤0.01%
77,110
+50,000
2629
$1.71M ﹤0.01%
68,678
+65,685
2630
$1.71M ﹤0.01%
108,243
+10,679
2631
$1.7M ﹤0.01%
24,549
-4,952
2632
$1.7M ﹤0.01%
129,088
-27,866
2633
$1.7M ﹤0.01%
173,685
-21,973
2634
$1.7M ﹤0.01%
33,304
-156,632
2635
$1.69M ﹤0.01%
44,715
+12,632
2636
$1.69M ﹤0.01%
57,797
+5,933
2637
$1.68M ﹤0.01%
104,400
+101,390
2638
$1.68M ﹤0.01%
329,185
-573,692
2639
$1.68M ﹤0.01%
77,344
-58,900
2640
$1.68M ﹤0.01%
23,782
+1,183
2641
$1.67M ﹤0.01%
50,407
-36,468
2642
$1.67M ﹤0.01%
44,141
+2,824
2643
$1.67M ﹤0.01%
56,320
+4,708
2644
$1.66M ﹤0.01%
34,330
+21,187
2645
$1.66M ﹤0.01%
60,747
-54,186
2646
$1.66M ﹤0.01%
46,435
+38,929
2647
$1.66M ﹤0.01%
66,362
+38,332
2648
$1.65M ﹤0.01%
43,618
-18,566
2649
$1.65M ﹤0.01%
27,544
+7,124
2650
$1.65M ﹤0.01%
91,924
-3,779