JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.45T
1-Year Return 22.34%
 

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 Return
-1.83%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.31T
AUM Growth
+$48.6B
Cap. Flow
+$98.2B
Cap. Flow %
7.48%
Top 10 Hldgs %
23.64%
Holding
6,769
New
411
Increased
2,450
Reduced
2,870
Closed
326

Top Buys

1
V icon
Visa
V
+$4.91B
2
WMT icon
Walmart
WMT
+$3.85B
3
META icon
Meta Platforms (Facebook)
META
+$3.75B
4
AAPL icon
Apple
AAPL
+$3.5B
5
AMZN icon
Amazon
AMZN
+$3.3B

Top Sells

1
HON icon
Honeywell
HON
+$1.42B
2
LLY icon
Eli Lilly
LLY
+$1.19B
3
TSM icon
TSMC
TSM
+$1.05B
4
CSX icon
CSX Corp
CSX
+$908M
5
PYPL icon
PayPal
PYPL
+$903M

Sector Composition

1 Technology 21.9%
2 Financials 10.95%
3 Consumer Discretionary 10.24%
4 Healthcare 9.4%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
JHEM icon
4576
John Hancock Multifactor Emerging Markets ETF
JHEM
$644M
$88K ﹤0.01%
3,299
+1,618
+96% +$43.1K
FAB icon
4577
First Trust Multi Cap Value AlphaDEX Fund
FAB
$122M
$87.7K ﹤0.01%
1,103
+869
+371% +$69.1K
SIXG
4578
Defiance Connective Technologies ETF
SIXG
$663M
$87.4K ﹤0.01%
2,056
-2,379
-54% -$101K
BIOX icon
4579
Bioceres Crop Solutions
BIOX
$118M
$87.2K ﹤0.01%
19,104
-86,197
-82% -$393K
CRDF icon
4580
Cardiff Oncology
CRDF
$136M
$87.2K ﹤0.01%
27,768
+8,319
+43% +$26.1K
INNV icon
4581
InnovAge Holding
INNV
$675M
$87.1K ﹤0.01%
29,218
-30,925
-51% -$92.2K
SPIR icon
4582
Spire Global
SPIR
$306M
$86.8K ﹤0.01%
10,724
+296
+3% +$2.4K
SEPU
4583
AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF
SEPU
$76.9M
$86.7K ﹤0.01%
+3,473
New +$86.7K
GRDN
4584
Guardian Pharmacy Services, Inc.
GRDN
$1.88B
$86.5K ﹤0.01%
4,071
+286
+8% +$6.08K
PAL
4585
Proficient Auto Logistics
PAL
$206M
$86.1K ﹤0.01%
10,284
+3,158
+44% +$26.4K
DFCA icon
4586
Dimensional California Municipal Bond ETF
DFCA
$495M
$85.8K ﹤0.01%
1,730
+597
+53% +$29.6K
NXTG icon
4587
First Trust Indxx NextG ETF
NXTG
$408M
$85K ﹤0.01%
1,001
-25
-2% -$2.12K
RDZN icon
4588
Roadzen
RDZN
$72.7M
$84.8K ﹤0.01%
81,538
-56,814
-41% -$59.1K
AU icon
4589
AngloGold Ashanti
AU
$33.9B
$84.7K ﹤0.01%
2,283
EPM icon
4590
Evolution Petroleum
EPM
$181M
$84.3K ﹤0.01%
16,273
-32,063
-66% -$166K
BDEC icon
4591
Innovator US Equity Buffer ETF December
BDEC
$207M
$83.7K ﹤0.01%
+2,000
New +$83.7K
LWAY icon
4592
Lifeway Foods
LWAY
$513M
$83.7K ﹤0.01%
3,423
-82,536
-96% -$2.02M
ACDC icon
4593
ProFrac Holding
ACDC
$664M
$83.6K ﹤0.01%
11,015
+737
+7% +$5.59K
OPFI icon
4594
OppFi
OPFI
$316M
$83.5K ﹤0.01%
8,981
-127,327
-93% -$1.18M
HTZWW
4595
Hertz Global Holdings Warrants
HTZWW
$295M
0
-$95.6K
CRD.A icon
4596
Crawford & Co Class A
CRD.A
$515M
$83.5K ﹤0.01%
7,308
+491
+7% +$5.61K
FLJH icon
4597
Franklin FTSE Japan Hedged ETF
FLJH
$98.5M
$83.1K ﹤0.01%
2,697
-3,146
-54% -$96.9K
LVO icon
4598
LiveOne
LVO
$60.6M
$82.7K ﹤0.01%
118,341
-136,725
-54% -$95.6K
NML
4599
Neuberger Berman Energy Infrastructure and Income Fund
NML
$488M
$82.6K ﹤0.01%
+9,180
New +$82.6K
TSLL icon
4600
Direxion Daily TSLA Bull 2X Shares
TSLL
$8.22B
$82.2K ﹤0.01%
8,634
-124,051
-93% -$1.18M