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
MVST icon
5576
Microvast
MVST
$1.06B
$536 ﹤0.01%
+458
New +$536
ICLO icon
5577
Invesco AAA CLO Floating Rate Note ETF
ICLO
$348M
$535 ﹤0.01%
+21
New +$535
BITX icon
5578
2x Bitcoin Strategy ETF
BITX
$2.56B
$532 ﹤0.01%
+15
New +$532
RBOT icon
5579
Vicarious Surgical
RBOT
$34.6M
$531 ﹤0.01%
81
-3,450
-98% -$22.6K
ORGN icon
5580
Origin Materials
ORGN
$84.6M
$527 ﹤0.01%
794
IMDX
5581
Insight Molecular Diagnostics Inc. Common Stock
IMDX
$88.1M
$514 ﹤0.01%
168
-27
-14% -$83
ETG
5582
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.62B
$510 ﹤0.01%
28
AXTI icon
5583
AXT Inc
AXTI
$169M
$509 ﹤0.01%
361
-145,232
-100% -$205K
GWH icon
5584
ESS Tech
GWH
$20.2M
$509 ﹤0.01%
156
BNR
5585
Burning Rock Biotech
BNR
$89.4M
$504 ﹤0.01%
120
HART
5586
DELISTED
IQ Healthy Hearts ETF
HART
$500 ﹤0.01%
16
CDIO icon
5587
Cardio Diagnostics
CDIO
$6.68M
$495 ﹤0.01%
+50
New +$495
CTSO icon
5588
Cytosorbents Corp
CTSO
$58.9M
$485 ﹤0.01%
485
-9
-2% -$9
SEGG
5589
Lottery.com
SEGG
$20.9M
$475 ﹤0.01%
+53
New +$475
MTNB icon
5590
Matinas BioPharma
MTNB
$10.2M
$470 ﹤0.01%
904
MJ icon
5591
Amplify Alternative Harvest ETF
MJ
$171M
$469 ﹤0.01%
24
-901
-97% -$17.6K
PROV icon
5592
Provident Financial
PROV
$103M
$467 ﹤0.01%
32
FTCI icon
5593
FTC Solar
FTCI
$106M
$465 ﹤0.01%
162
LTRN icon
5594
Lantern Pharma
LTRN
$41.4M
$453 ﹤0.01%
+128
New +$453
CGC
5595
Canopy Growth
CGC
$427M
$451 ﹤0.01%
496
-14
-3% -$13
NXJ icon
5596
Nuveen New Jersey Quality Municipal Income Fund
NXJ
$498M
$445 ﹤0.01%
+37
New +$445
BCAB icon
5597
BioAtla
BCAB
$45.5M
$443 ﹤0.01%
1,277
+148
+13% +$51
DADA
5598
DELISTED
Dada Nexus
DADA
$440 ﹤0.01%
238
-145,818
-100% -$270K
JSPRW icon
5599
Japer Therapeutics, Inc. Warrants
JSPRW
$943K
0
FELV icon
5600
Fidelity Enhanced Large Cap Value ETF
FELV
$2.43B
$415 ﹤0.01%
13
+7
+117% +$223