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
JVSAR
5426
DELISTED
JV SPAC Acquisition Corp. Right
JVSAR
$2.11K ﹤0.01%
+8,400
New +$2.11K
CLLS
5427
Cellectis
CLLS
$290M
$2.1K ﹤0.01%
1,697
-3,876
-70% -$4.81K
NYXH
5428
Nyxoah
NYXH
$197M
$2.1K ﹤0.01%
301
-100
-25% -$698
FAX
5429
abrdn Asia-Pacific Income Fund
FAX
$681M
$2.09K ﹤0.01%
+133
New +$2.09K
CCU icon
5430
Compañía de Cervecerías Unidas
CCU
$2.21B
$2.02K ﹤0.01%
133
+113
+565% +$1.72K
SNSR icon
5431
Global X Internet of Things ETF
SNSR
$226M
$1.98K ﹤0.01%
60
SOXL icon
5432
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$13.2B
$1.96K ﹤0.01%
123
-28
-19% -$447
NNDM
5433
Nano Dimension
NNDM
$309M
$1.96K ﹤0.01%
1,232
-41,273
-97% -$65.6K
SCD
5434
LMP Capital and Income Fund
SCD
$274M
$1.9K ﹤0.01%
+119
New +$1.9K
FDIG icon
5435
Fidelity Crypto Industry and Digital Payments ETF
FDIG
$250M
$1.89K ﹤0.01%
+78
New +$1.89K
USA icon
5436
Liberty All-Star Equity Fund
USA
$1.92B
$1.87K ﹤0.01%
+286
New +$1.87K
OCTT icon
5437
AllianzIM U.S. Large Cap Buffer10 Oct ETF
OCTT
$49.5M
$1.86K ﹤0.01%
50
-21
-30% -$782
XAIR icon
5438
Beyond Air
XAIR
$12.7M
$1.86K ﹤0.01%
341
-30
-8% -$164
ENLV icon
5439
Enlivex Therapeutics
ENLV
$25.5M
$1.86K ﹤0.01%
1,913
-651
-25% -$632
ZJYL icon
5440
Jin Medical International
ZJYL
$99M
$1.84K ﹤0.01%
+2,480
New +$1.84K
ETW
5441
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$987M
$1.82K ﹤0.01%
220
LBTYB icon
5442
Liberty Global Class B
LBTYB
$1.82K ﹤0.01%
161
BATT icon
5443
Amplify Lithium & Battery Technology ETF
BATT
$70.9M
$1.82K ﹤0.01%
+217
New +$1.82K
IBMN icon
5444
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$415M
$1.78K ﹤0.01%
66
-258
-80% -$6.95K
TWM icon
5445
ProShares UltraShort Russell2000
TWM
$33.7M
$1.78K ﹤0.01%
33
-467
-93% -$25.1K
ELP icon
5446
Copel
ELP
$6.92B
$1.77K ﹤0.01%
242
-12,173
-98% -$89K
CVKD icon
5447
Cadrenal Therapeutics
CVKD
$26.9M
$1.76K ﹤0.01%
+100
New +$1.76K
AKO.A icon
5448
Embotelladora Andina Series A
AKO.A
$3.12B
$1.75K ﹤0.01%
100
NVCT icon
5449
Nuvectis Pharma
NVCT
$157M
$1.75K ﹤0.01%
179
GHYB icon
5450
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
$95.9M
$1.71K ﹤0.01%
38
-41
-52% -$1.85K