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
2426
$2.52M ﹤0.01%
301,633
+193,444
2427
$2.52M ﹤0.01%
225,693
-66,670
2428
$2.52M ﹤0.01%
154,136
+56,198
2429
$2.51M ﹤0.01%
90,259
+77,616
2430
$2.51M ﹤0.01%
62,184
-41,994
2431
$2.48M ﹤0.01%
34,921
-13,751
2432
$2.48M ﹤0.01%
377,362
+374,165
2433
$2.48M ﹤0.01%
68,037
-623
2434
$2.47M ﹤0.01%
93,226
-22,090
2435
$2.47M ﹤0.01%
114,077
+870
2436
$2.46M ﹤0.01%
+175,000
2437
$2.46M ﹤0.01%
248,748
+14,823
2438
$2.46M ﹤0.01%
65,402
-592
2439
$2.46M ﹤0.01%
37,380
-217,031
2440
$2.45M ﹤0.01%
128,140
-17,566
2441
$2.45M ﹤0.01%
27,275
-418,839
2442
$2.44M ﹤0.01%
111,690
-56,195
2443
$2.44M ﹤0.01%
242,579
+48,930
2444
$2.43M ﹤0.01%
21,880
+21,876
2445
$2.43M ﹤0.01%
529,188
+123,507
2446
$2.42M ﹤0.01%
106,009
+25,342
2447
$2.42M ﹤0.01%
27,763
+4,493
2448
$2.42M ﹤0.01%
58,900
+19,423
2449
$2.42M ﹤0.01%
60,537
+16,642
2450
$2.41M ﹤0.01%
56,524
+35,368