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
2451
$2.41M ﹤0.01%
140,189
+86,174
2452
$2.41M ﹤0.01%
37,508
-147,394
2453
$2.41M ﹤0.01%
47,743
+6,627
2454
$2.41M ﹤0.01%
110,761
-18,906
2455
$2.4M ﹤0.01%
99,213
-6,503
2456
$2.4M ﹤0.01%
133,503
-43,599
2457
$2.38M ﹤0.01%
225,889
+41,125
2458
$2.38M ﹤0.01%
56,531
-67,408
2459
$2.38M ﹤0.01%
41,515
+652
2460
$2.38M ﹤0.01%
1,134,570
+235,339
2461
$2.38M ﹤0.01%
109,803
-53,391
2462
$2.38M ﹤0.01%
95,788
-30,150
2463
$2.38M ﹤0.01%
121,972
+3,890
2464
$2.37M ﹤0.01%
67,497
+42,372
2465
$2.37M ﹤0.01%
16,498
+9,918
2466
$2.36M ﹤0.01%
60,024
-6,343
2467
$2.35M ﹤0.01%
693,300
+367,706
2468
$2.35M ﹤0.01%
105,730
+21,763
2469
$2.35M ﹤0.01%
127,781
+4,744
2470
$2.34M ﹤0.01%
419,916
+298,141
2471
$2.34M ﹤0.01%
94,778
+65,803
2472
$2.33M ﹤0.01%
83,584
+2,725
2473
$2.33M ﹤0.01%
73,122
+3,060
2474
$2.33M ﹤0.01%
40,848
-30,564
2475
$2.33M ﹤0.01%
366,510
+81,452