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
VIGL
5551
DELISTED
Vigil Neuroscience
VIGL
$680 ﹤0.01%
382
SND icon
5552
Smart Sand
SND
$75.1M
$671 ﹤0.01%
259
-4
-2% -$10
CDT icon
5553
CDT Equity Inc. Common Stock
CDT
$1.83M
$659 ﹤0.01%
56
-62
-53% -$730
RCAT icon
5554
Red Cat Holdings
RCAT
$1.1B
$653 ﹤0.01%
+111
New +$653
BKKT icon
5555
Bakkt Holdings
BKKT
$152M
$642 ﹤0.01%
74
-1,651
-96% -$14.3K
PWOD
5556
DELISTED
Penns Woods Bancorp
PWOD
$642 ﹤0.01%
23
GEG icon
5557
Great Elm Group
GEG
$82.6M
$622 ﹤0.01%
329
+292
+789% +$552
RLYB icon
5558
Rallybio
RLYB
$25.1M
$618 ﹤0.01%
944
-4
-0.4% -$3
PGF icon
5559
Invesco Financial Preferred ETF
PGF
$814M
$614 ﹤0.01%
43
-974,984
-100% -$13.9M
CVM icon
5560
CEL-SCI Corp
CVM
$70.5M
$613 ﹤0.01%
89
-259
-74% -$1.78K
MURA icon
5561
Mural Oncology
MURA
$36M
$609 ﹤0.01%
483
+240
+99% +$303
GV icon
5562
Visionary Holdings
GV
$6.91M
$606 ﹤0.01%
+186
New +$606
CCEL icon
5563
Cryo-Cell International
CCEL
$36.4M
$605 ﹤0.01%
95
+84
+764% +$535
HCM icon
5564
HUTCHMED
HCM
$3.08B
$602 ﹤0.01%
40
-200
-83% -$3.01K
KHPI
5565
Kensington Hedged Premium Income ETF
KHPI
$181M
$581 ﹤0.01%
+24
New +$581
DRV icon
5566
Direxion Daily Real Estate Bear 3X Shares
DRV
$41.6M
$580 ﹤0.01%
+22
New +$580
AADR icon
5567
AdvisorShares Dorsey Wright ADR ETF
AADR
$45M
$579 ﹤0.01%
7
SCNX
5568
Scienture Holdings, Inc. Common Stock
SCNX
$18.3M
$576 ﹤0.01%
+400
New +$576
AVIV icon
5569
Avantis International Large Cap Value ETF
AVIV
$846M
$567 ﹤0.01%
+10
New +$567
YI
5570
111 Inc
YI
$51.3M
$566 ﹤0.01%
70
-30,534
-100% -$247K
SOL
5571
Emeren Group
SOL
$96.5M
$562 ﹤0.01%
358
CHIQ icon
5572
Global X MSCI China Consumer Discretionary ETF
CHIQ
$245M
$558 ﹤0.01%
25
LITM icon
5573
Snow Lake Resources
LITM
$30.4M
$558 ﹤0.01%
+83
New +$558
BITF
5574
Bitfarms
BITF
$1.23B
$549 ﹤0.01%
696
-1,965
-74% -$1.55K
PLUR icon
5575
Pluri
PLUR
$38.9M
$545 ﹤0.01%
125
+91
+268% +$397