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
GRVY
5076
GRAVITY
GRVY
$445M
$18.2K ﹤0.01%
300
AMRN
5077
Amarin Corp
AMRN
$310M
$18.1K ﹤0.01%
2,022
-190
-9% -$1.7K
VGAS icon
5078
Verde Clean Fuels
VGAS
$63.9M
$18.1K ﹤0.01%
5,399
-7,093
-57% -$23.8K
WOOD icon
5079
iShares Global Timber & Forestry ETF
WOOD
$247M
$17.9K ﹤0.01%
237
+210
+778% +$15.9K
LSAT icon
5080
LeaderShares AlphaFactor Tactical Focused ETF
LSAT
$98.1M
$17.9K ﹤0.01%
+446
New +$17.9K
EBMT icon
5081
Eagle Bancorp Montana
EBMT
$138M
$17.8K ﹤0.01%
1,064
+1,057
+15,100% +$17.7K
BOAT icon
5082
SonicShares Global Shipping ETF
BOAT
$46.5M
$17.8K ﹤0.01%
676
+565
+509% +$14.9K
AZ icon
5083
A2Z Smart Technologies
AZ
$300M
$17.8K ﹤0.01%
2,520
AIFD
5084
TCW Artificial Intelligence ETF
AIFD
$73.3M
$17.8K ﹤0.01%
+743
New +$17.8K
AKA icon
5085
a.k.a. Brands
AKA
$114M
$17.7K ﹤0.01%
1,314
-996
-43% -$13.4K
PGHY icon
5086
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$186M
$17.6K ﹤0.01%
886
+21
+2% +$416
SIM icon
5087
Grupo SIMEC
SIM
$17.6K ﹤0.01%
670
MRSN icon
5088
Mersana Therapeutics
MRSN
$35.6M
$17.5K ﹤0.01%
2,028
-99,350
-98% -$855K
FTHI icon
5089
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.56B
$17.4K ﹤0.01%
798
+467
+141% +$10.2K
FBLG icon
5090
FibroBiologics
FBLG
$22.7M
$17.4K ﹤0.01%
19,367
+6,374
+49% +$5.74K
BSMQ icon
5091
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$289M
$17.4K ﹤0.01%
+738
New +$17.4K
BKGI icon
5092
BNY Mellon Global Infrastructure Income ETF
BKGI
$225M
$17.2K ﹤0.01%
500
-1,351
-73% -$46.6K
ACRV icon
5093
Acrivon Therapeutics
ACRV
$47.8M
$17.2K ﹤0.01%
8,479
-17,330
-67% -$35.2K
HEAL
5094
Global X Funds Global X HealthTech ETF
HEAL
$45.9M
$17.2K ﹤0.01%
607
+34
+6% +$963
GOSS icon
5095
Gossamer Bio
GOSS
$787M
$17.2K ﹤0.01%
15,622
+10,484
+204% +$11.5K
BRFS icon
5096
BRF SA
BRFS
$6.22B
$17.2K ﹤0.01%
4,987
-310
-6% -$1.07K
PSNL icon
5097
Personalis
PSNL
$519M
$17.1K ﹤0.01%
4,870
-984
-17% -$3.45K
CBUS icon
5098
Cibus
CBUS
$71.5M
$17.1K ﹤0.01%
9,138
+604
+7% +$1.13K
ELEV
5099
DELISTED
Elevation Oncology
ELEV
$17K ﹤0.01%
65,752
-114,623
-64% -$29.7K
AGEN
5100
Agenus
AGEN
$143M
$16.7K ﹤0.01%
11,107
+1,610
+17% +$2.42K