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
2376
$2.76M ﹤0.01%
233,625
+9,325
2377
$2.76M ﹤0.01%
152,751
-33,140
2378
$2.75M ﹤0.01%
40,765
-2,273
2379
$2.75M ﹤0.01%
54,739
+39,571
2380
$2.75M ﹤0.01%
131,581
-78,207
2381
$2.74M ﹤0.01%
18,876
+438
2382
$2.72M ﹤0.01%
138,819
-7,063
2383
$2.72M ﹤0.01%
241,447
-255,402
2384
$2.72M ﹤0.01%
177,411
-11,603
2385
$2.7M ﹤0.01%
64,413
+30,411
2386
$2.7M ﹤0.01%
115,313
-8,451
2387
$2.7M ﹤0.01%
24,533
+16,786
2388
$2.7M ﹤0.01%
127,568
-135,607
2389
$2.7M ﹤0.01%
44,675
+5,443
2390
$2.7M ﹤0.01%
121,965
-4,523
2391
$2.69M ﹤0.01%
95,026
-26,841
2392
$2.68M ﹤0.01%
235,249
-1,415,576
2393
$2.68M ﹤0.01%
53,010
+8,280
2394
$2.68M ﹤0.01%
131,038
+111,205
2395
$2.68M ﹤0.01%
18,017
-42,040
2396
$2.68M ﹤0.01%
141,826
-121,223
2397
$2.68M ﹤0.01%
22,305
2398
$2.67M ﹤0.01%
54,807
-146,282
2399
$2.66M ﹤0.01%
46,474
-148,622
2400
$2.65M ﹤0.01%
101,398
+9,920