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
CMBM icon
5601
Cambium Networks
CMBM
$20.4M
$401 ﹤0.01%
568
+5
+0.9% +$4
PFIX icon
5602
Simplify Interest Rate Hedge ETF
PFIX
$143M
$391 ﹤0.01%
+8
New +$391
NXTC icon
5603
NextCure
NXTC
$14.5M
$387 ﹤0.01%
67
KLTOW
5604
Klotho Neurosciences, Inc. Warrant
KLTOW
0
ZOOZ
5605
ZOOZ Power
ZOOZ
$33.7M
$386 ﹤0.01%
218
VRM icon
5606
Vroom, Inc. Common Stock
VRM
$137M
$383 ﹤0.01%
+13
New +$383
SRVR icon
5607
Pacer Data & Infrastructure Real Estate ETF
SRVR
$431M
$382 ﹤0.01%
13
-3,773
-100% -$111K
FGEN icon
5608
FibroGen
FGEN
$48.6M
$379 ﹤0.01%
49
+26
+113% +$201
VHC icon
5609
VirnetX
VHC
$74.7M
$377 ﹤0.01%
51
-1
-2% -$7
IZEA icon
5610
IZEA Worldwide
IZEA
$62.4M
$376 ﹤0.01%
179
-20
-10% -$42
PRTS icon
5611
CarParts.com
PRTS
$44M
$374 ﹤0.01%
374
-10
-3% -$10
ALLK
5612
DELISTED
Allakos
ALLK
$364 ﹤0.01%
1,596
-14
-0.9% -$3
KRON
5613
DELISTED
Kronos Bio
KRON
$364 ﹤0.01%
441
-7
-2% -$6
ZGN icon
5614
Zegna
ZGN
$2.22B
$363 ﹤0.01%
49
BOLT icon
5615
Bolt Biotherapeutics
BOLT
$9.94M
$362 ﹤0.01%
45
-1
-2% -$8
CRIS icon
5616
Curis
CRIS
$22.7M
$349 ﹤0.01%
166
-7
-4% -$15
KALA icon
5617
KALA BIO
KALA
$131M
$344 ﹤0.01%
60
XTIA icon
5618
XTI Aerospace
XTIA
$31M
$343 ﹤0.01%
+315
New +$343
WTAI icon
5619
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$297M
$342 ﹤0.01%
18
-367
-95% -$6.97K
GGN
5620
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$779M
$341 ﹤0.01%
78
-255
-77% -$1.12K
QQQX icon
5621
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.35B
$339 ﹤0.01%
+14
New +$339
ARBE icon
5622
Arbe Robotics
ARBE
$146M
$337 ﹤0.01%
+327
New +$337
IWMY icon
5623
Defiance R2000 Enhanced Options Income ETF
IWMY
$141M
$336 ﹤0.01%
+13
New +$336
JANZ icon
5624
TrueShares Structured Outcome January ETF
JANZ
$24.7M
$333 ﹤0.01%
10
IVOL icon
5625
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$375M
$329 ﹤0.01%
+17
New +$329