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
2251
$3.56M ﹤0.01%
204,830
+83,852
2252
$3.56M ﹤0.01%
163,383
+67,937
2253
$3.55M ﹤0.01%
21,758
+3,415
2254
$3.54M ﹤0.01%
48,319
-1,704
2255
$3.54M ﹤0.01%
470,665
+448,075
2256
$3.54M ﹤0.01%
189,903
-4,880
2257
$3.54M ﹤0.01%
33,107
+3,366
2258
$3.53M ﹤0.01%
192,105
+76,059
2259
$3.53M ﹤0.01%
242,642
-176,711
2260
$3.52M ﹤0.01%
58,521
+13,657
2261
$3.51M ﹤0.01%
36,620
+5,662
2262
$3.51M ﹤0.01%
131,414
-59,359
2263
$3.5M ﹤0.01%
78,576
-112,946
2264
$3.5M ﹤0.01%
59,682
-434
2265
$3.49M ﹤0.01%
56,280
-6
2266
$3.48M ﹤0.01%
56,392
-4,304
2267
$3.48M ﹤0.01%
774,418
-999,291
2268
$3.48M ﹤0.01%
927,352
-61,223
2269
$3.48M ﹤0.01%
30,473
-154,472
2270
$3.48M ﹤0.01%
179,721
-6,411
2271
$3.47M ﹤0.01%
148,308
+5,692
2272
$3.46M ﹤0.01%
857,732
+261,686
2273
$3.45M ﹤0.01%
356,732
+319,422
2274
$3.45M ﹤0.01%
168,412
-88,244
2275
$3.44M ﹤0.01%
126,617
+6,044