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
MLSS icon
5626
Milestone Scientific
MLSS
$46.3M
$323 ﹤0.01%
346
-10
-3% -$9
SGMT icon
5627
Sagimet Biosciences
SGMT
$220M
$319 ﹤0.01%
98
-47,966
-100% -$156K
THM
5628
International Tower Hill Mines
THM
$328M
$316 ﹤0.01%
500
BGFV icon
5629
Big 5 Sporting Goods
BGFV
$32.8M
$315 ﹤0.01%
326
-605
-65% -$585
GHLD icon
5630
Guild Holdings
GHLD
$1.24B
$306 ﹤0.01%
20
-3
-13% -$46
GOVI icon
5631
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$983M
$306 ﹤0.01%
11
-2,673
-100% -$74.4K
AUBN icon
5632
Auburn National Bancorp
AUBN
$89.1M
$302 ﹤0.01%
14
SNOA icon
5633
Sonoma Pharmaceuticals
SNOA
$7.35M
$302 ﹤0.01%
138
WRAP icon
5634
Wrap Technologies
WRAP
$104M
$299 ﹤0.01%
175
+100
+133% +$171
NOTV icon
5635
Inotiv
NOTV
$48.4M
$298 ﹤0.01%
135
CARM icon
5636
Carisma Therapeutics
CARM
$15.6M
$294 ﹤0.01%
948
+27
+3% +$8
TXMD icon
5637
TherapeuticsMD
TXMD
$12.8M
$290 ﹤0.01%
313
-2
-0.6% -$2
RPID icon
5638
Rapid Micro Biosystems
RPID
$134M
$288 ﹤0.01%
109
-48
-31% -$127
TBF icon
5639
ProShares Short 20+ Year Treasury ETF
TBF
$69.1M
$283 ﹤0.01%
+12
New +$283
THCH icon
5640
TH International
THCH
$79.1M
$283 ﹤0.01%
96
-1
-1% -$3
SNSE icon
5641
Sensei Biotherapeutics
SNSE
$11.3M
$276 ﹤0.01%
35
TISI icon
5642
Team
TISI
$81.8M
$271 ﹤0.01%
16
-1,958
-99% -$33.2K
DOG icon
5643
ProShares Short Dow30
DOG
$122M
$270 ﹤0.01%
10
-3,290
-100% -$88.8K
EPSN icon
5644
Epsilon Energy
EPSN
$120M
$268 ﹤0.01%
38
-3
-7% -$21
NXU
5645
DELISTED
Nxu, Inc. Class A Common Stock
NXU
$267 ﹤0.01%
+100
New +$267
CULP icon
5646
Culp
CULP
$59.5M
$265 ﹤0.01%
53
-2
-4% -$10
BHM icon
5647
Bluerock Homes Trust
BHM
$49.9M
$261 ﹤0.01%
23
-1
-4% -$11
BCX icon
5648
BlackRock Resources & Commodities Strategy Trust
BCX
$772M
$259 ﹤0.01%
27
-1,466
-98% -$14.1K
CXAI icon
5649
CXApp
CXAI
$17.9M
$259 ﹤0.01%
288
-31,563
-99% -$28.4K
INKT icon
5650
MiNK Therapeutics
INKT
$65.1M
$259 ﹤0.01%
30
-3
-9% -$26