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
2826
$1.15M ﹤0.01%
72,336
-37,348
2827
$1.14M ﹤0.01%
52,060
+9,686
2828
$1.14M ﹤0.01%
+62,294
2829
$1.14M ﹤0.01%
94,943
+44,361
2830
$1.14M ﹤0.01%
103,418
+4,876
2831
$1.13M ﹤0.01%
15,349
+10,698
2832
$1.13M ﹤0.01%
126,306
+15,749
2833
$1.13M ﹤0.01%
1,597
+1,246
2834
$1.13M ﹤0.01%
17,773
-1,441
2835
$1.13M ﹤0.01%
106,354
+88,102
2836
$1.13M ﹤0.01%
72,137
-737,173
2837
$1.13M ﹤0.01%
45,865
-136,381
2838
$1.13M ﹤0.01%
132,248
-300,398
2839
$1.12M ﹤0.01%
36,289
-33,123
2840
$1.12M ﹤0.01%
15,800
+500
2841
$1.12M ﹤0.01%
41,293
-138,118
2842
$1.11M ﹤0.01%
25,897
+15,845
2843
$1.11M ﹤0.01%
13,876
-7,950
2844
$1.11M ﹤0.01%
43,110
-107,480
2845
$1.11M ﹤0.01%
22,766
-20,217
2846
$1.1M ﹤0.01%
32,831
-8,753
2847
$1.1M ﹤0.01%
15,894
+1,892
2848
$1.1M ﹤0.01%
10,067
+1,043
2849
$1.1M ﹤0.01%
140,062
+14,664
2850
$1.09M ﹤0.01%
46,843
+20,669