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
SHIM icon
5451
Shimmick
SHIM
$112M
$1.69K ﹤0.01%
939
DFJ icon
5452
WisdomTree Japan SmallCap Dividend Fund
DFJ
$330M
$1.67K ﹤0.01%
21
+17
+425% +$1.35K
PLCE icon
5453
Children's Place
PLCE
$155M
$1.66K ﹤0.01%
190
-2
-1% -$17
ZAPPW
5454
DELISTED
Zapp Electric Vehicles Group Limited Warrant
ZAPPW
0
-$1.24K
OGIG icon
5455
ALPS O'Shares Global Internet Giants ETF
OGIG
$163M
$1.66K ﹤0.01%
38
LVTX icon
5456
LAVA Therapeutics
LVTX
$40.6M
$1.65K ﹤0.01%
+1,300
New +$1.65K
AZUL
5457
DELISTED
Azul
AZUL
$1.64K ﹤0.01%
1,000
PTBD icon
5458
Pacer Trendpilot US Bond ETF
PTBD
$131M
$1.63K ﹤0.01%
+81
New +$1.63K
ATOM icon
5459
Atomera
ATOM
$106M
$1.62K ﹤0.01%
405
+300
+286% +$1.2K
ECC
5460
Eagle Point Credit Co
ECC
$887M
$1.62K ﹤0.01%
200
LUCK
5461
Lucky Strike Entertainment Corporation
LUCK
$1.38B
$1.6K ﹤0.01%
164
-43
-21% -$420
XOSWW
5462
Xos, Inc. Warrants
XOSWW
$110K
0
-$853
XOVR
5463
EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
XOVR
$487M
$1.6K ﹤0.01%
+100
New +$1.6K
RZLV
5464
Rezolve AI PLC Ordinary Shares
RZLV
$1.78B
$1.57K ﹤0.01%
1,300
AOUT icon
5465
American Outdoor Brands
AOUT
$111M
$1.56K ﹤0.01%
128
-431
-77% -$5.24K
INSG icon
5466
Inseego
INSG
$200M
$1.55K ﹤0.01%
190
BEEM icon
5467
Beam Global
BEEM
$41.4M
$1.54K ﹤0.01%
753
EMMF icon
5468
WisdomTree Emerging Markets Multifactor Fund
EMMF
$125M
$1.51K ﹤0.01%
57
PICB icon
5469
Invesco International Corporate Bond ETF
PICB
$196M
$1.47K ﹤0.01%
+66
New +$1.47K
FETH
5470
Fidelity Ethereum Fund
FETH
$1.97B
$1.46K ﹤0.01%
80
FGNX
5471
FG Nexus Inc. Common Stock
FGNX
$9.69M
$1.45K ﹤0.01%
81
+79
+3,950% +$1.41K
DMAT icon
5472
Global X Disruptive Materials ETF
DMAT
$5.86M
$1.45K ﹤0.01%
+100
New +$1.45K
VATE icon
5473
INNOVATE Corp
VATE
$67.3M
$1.44K ﹤0.01%
184
-19
-9% -$149
DHX icon
5474
DHI Group
DHX
$141M
$1.44K ﹤0.01%
1,033
ACB
5475
Aurora Cannabis
ACB
$277M
$1.43K ﹤0.01%
165
+1
+0.6% +$9