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
AMST icon
5126
Amesite
AMST
$16.6M
$14.3K ﹤0.01%
5,904
CGIC
5127
Capital Group International Core Equity ETF
CGIC
$484M
$14.3K ﹤0.01%
+549
New +$14.3K
UGL icon
5128
ProShares Ultra Gold
UGL
$744M
$14.2K ﹤0.01%
440
-1,304
-75% -$42K
INDY icon
5129
iShares S&P India Nifty 50 Index Fund
INDY
$652M
$14.1K ﹤0.01%
278
-90
-24% -$4.58K
PEPG icon
5130
PepGen
PEPG
$48.5M
$14.1K ﹤0.01%
10,055
-21,232
-68% -$29.8K
VIXY icon
5131
ProShares VIX Short-Term Futures ETF
VIXY
$80.7M
$14.1K ﹤0.01%
+281
New +$14.1K
EFAD icon
5132
ProShares MSCI EAFE Dividend Growers ETF
EFAD
$72.4M
$14.1K ﹤0.01%
363
-1,125
-76% -$43.6K
YMAR icon
5133
FT Vest International Equity Moderate Buffer ETF March
YMAR
$137M
$13.9K ﹤0.01%
+581
New +$13.9K
YMAX icon
5134
YieldMax Universe Fund of Option Income ETFs
YMAX
$1.08B
$13.9K ﹤0.01%
1,044
-44
-4% -$588
CORZW icon
5135
Core Scientific, Inc. Tranche 1 Warrants
CORZW
$937M
0
-$38K
LPSN icon
5136
LivePerson
LPSN
$86M
$13.9K ﹤0.01%
17,381
-31,143
-64% -$24.9K
GEVO icon
5137
Gevo
GEVO
$404M
$13.9K ﹤0.01%
11,942
RSPN icon
5138
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$687M
$13.7K ﹤0.01%
280
-7,030
-96% -$345K
BUJAW
5139
DELISTED
Bukit Jalil Global Acquisition 1 Ltd. Warrants
BUJAW
0
-$6.62K
HRZN icon
5140
Horizon Technology Finance
HRZN
$291M
$13.7K ﹤0.01%
+1,453
New +$13.7K
BUYW icon
5141
Main BuyWrite ETF
BUYW
$992M
$13.6K ﹤0.01%
+989
New +$13.6K
ACIU icon
5142
AC Immune
ACIU
$244M
$13.3K ﹤0.01%
7,107
-1,317
-16% -$2.46K
QQQE icon
5143
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.21B
$13.3K ﹤0.01%
152
-461
-75% -$40.2K
TURN
5144
180 Degree Capital
TURN
$49.6M
$13.2K ﹤0.01%
3,333
LNZA icon
5145
LanzaTech
LNZA
$45.1M
$13.2K ﹤0.01%
546
-2,303
-81% -$55.8K
ANVS icon
5146
Annovis Bio
ANVS
$48.3M
$13.2K ﹤0.01%
8,800
+5,000
+132% +$7.5K
COWG icon
5147
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.47B
$13.2K ﹤0.01%
428
+133
+45% +$4.1K
CVEO icon
5148
Civeo
CVEO
$287M
$12.8K ﹤0.01%
556
-19,151
-97% -$440K
MNOV icon
5149
MediciNova
MNOV
$60.3M
$12.7K ﹤0.01%
8,676
+7,400
+580% +$10.8K
XLSR icon
5150
SPDR SSGA US Sector Rotation ETF
XLSR
$821M
$12.6K ﹤0.01%
249
+89
+56% +$4.52K