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
-0.07%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$752B
AUM Growth
-$26.6B
Cap. Flow
-$22.8B
Cap. Flow %
-3.03%
Top 10 Hldgs %
17.35%
Holding
6,053
New
374
Increased
1,780
Reduced
2,883
Closed
331

Top Sells

1
AAPL icon
Apple
AAPL
$2.34B
2
AMZN icon
Amazon
AMZN
$1.76B
3
CI icon
Cigna
CI
$1.06B
4
MS icon
Morgan Stanley
MS
$1.05B
5
MSFT icon
Microsoft
MSFT
$1.05B

Sector Composition

1 Technology 16.69%
2 Financials 11.81%
3 Healthcare 10.26%
4 Consumer Discretionary 10%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
AFYA icon
5676
Afya
AFYA
$1.35B
-188,094
Closed -$4.85M
AG icon
5677
First Majestic Silver
AG
$4.43B
0
AIHS icon
5678
Senmiao Technology Ltd
AIHS
$3.49M
$0 ﹤0.01%
+3
New
ALKS icon
5679
Alkermes
ALKS
$4.77B
-132,652
Closed -$3.25M
ALLE icon
5680
Allegion
ALLE
$14.7B
-166,007
Closed -$23.1M
ALOT icon
5681
AstroNova
ALOT
$87.4M
$0 ﹤0.01%
8
ANVS icon
5682
Annovis Bio
ANVS
$44.4M
-8,024
Closed -$687K
ARKR icon
5683
Ark Restaurants
ARKR
$25.9M
-236
Closed -$5K
ARL icon
5684
American Realty Investors
ARL
$256M
$0 ﹤0.01%
2
-999
-100%
ASC icon
5685
Ardmore Shipping
ASC
$476M
$0 ﹤0.01%
76
-81,646
-100%
ASPS icon
5686
Altisource Portfolio Solutions
ASPS
$121M
$0 ﹤0.01%
1
-3,560
-100%
ASYS icon
5687
Amtech Systems
ASYS
$91.8M
-2,362
Closed -$23K
ATXS icon
5688
Astria Therapeutics
ATXS
$395M
-3,635
Closed -$46K
AZUL
5689
DELISTED
Azul
AZUL
-13,020
Closed -$344K
BBH icon
5690
VanEck Biotech ETF
BBH
$351M
-17
Closed -$3K
BBN icon
5691
BlackRock Taxable Municipal Bond Trust
BBN
$1.02B
-13,306
Closed -$343K
BH.A icon
5692
Biglari Holdings Class A
BH.A
$959M
-9
Closed -$7K
BKSY icon
5693
BlackSky Technology
BKSY
$557M
-31,730
Closed -$2.54M
SRTA
5694
Strata Critical Medical, Inc. Class A Common Stock
SRTA
$341M
$0 ﹤0.01%
+31
New
BRID icon
5695
Bridgford Foods
BRID
$72M
$0 ﹤0.01%
2
-88
-98%
BSBK icon
5696
Bogota Financial
BSBK
$119M
-5,415
Closed -$55K
BSGM icon
5697
BioSig Technologies, Inc. Common Stock
BSGM
$161M
$0 ﹤0.01%
4
BSVN icon
5698
Bank7 Corp
BSVN
$469M
$0 ﹤0.01%
5
BTBT icon
5699
Bit Digital
BTBT
$797M
-9,158
Closed -$63K
BURU icon
5700
Nuburu, Inc.
BURU
$12M
-1,303
Closed -$520K