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
LEE icon
5676
Lee Enterprises
LEE
$26.7M
$208 ﹤0.01%
20
CNF
5677
CNFinance Holdings Limited American Depositary Shares, each representing two hundred (200) Ordinary Shares
CNF
$20.9M
$203 ﹤0.01%
260
CTXR icon
5678
Citius Pharmaceuticals
CTXR
$20.6M
$203 ﹤0.01%
136
+12
+10% +$18
APT icon
5679
Alpha Pro Tech
APT
$51.2M
$200 ﹤0.01%
40
TOON icon
5680
Kartoon Studios
TOON
$37.8M
$200 ﹤0.01%
322
-4
-1% -$2
IDN icon
5681
Intellicheck
IDN
$113M
$197 ﹤0.01%
65
-3
-4% -$9
ALUR icon
5682
Allurion Technologies
ALUR
$16.8M
$196 ﹤0.01%
61
+52
+578% +$167
KTTA icon
5683
Pasithea Therapeutics
KTTA
$5.74M
$195 ﹤0.01%
150
WKSP icon
5684
Worksport
WKSP
$23.4M
$195 ﹤0.01%
61
+55
+917% +$176
AWH
5685
DELISTED
Aspira Women's Health Inc. Common Stock
AWH
$194 ﹤0.01%
2,061
-3
-0.1%
FCAP icon
5686
First Capital
FCAP
$146M
$191 ﹤0.01%
5
PIII icon
5687
P3 Health Partners
PIII
$28.1M
$187 ﹤0.01%
23
MNSO icon
5688
MINISO
MNSO
$7.56B
$185 ﹤0.01%
10
-6
-38% -$111
ATHE
5689
Alterity Therapeutics
ATHE
$74.9M
$184 ﹤0.01%
+53
New +$184
RGS icon
5690
Regis Corp
RGS
$70.8M
$182 ﹤0.01%
10
YJUN icon
5691
FT Vest International Equity Buffer ETF June
YJUN
$168M
$181 ﹤0.01%
+8
New +$181
BYFC icon
5692
Broadway Financial
BYFC
$68.4M
$179 ﹤0.01%
+25
New +$179
RMBI icon
5693
Richmond Mutual Bancorp
RMBI
$140M
$179 ﹤0.01%
14
GPIX icon
5694
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$1.46B
$178 ﹤0.01%
+3
New +$178
MEIP icon
5695
MEI Pharma
MEIP
$178 ﹤0.01%
81
-2
-2% -$4
CLRCW
5696
DELISTED
ClimateRock Warrant
CLRCW
0
LFT
5697
Lument Finance Trust
LFT
$121M
$175 ﹤0.01%
67
-6
-8% -$16
CURI icon
5698
CuriosityStream
CURI
$281M
$172 ﹤0.01%
64
FEAM icon
5699
5E Advanced Materials
FEAM
$85.7M
$172 ﹤0.01%
45
-1
-2% -$4
CRD.B icon
5700
Crawford & Co Class B
CRD.B
$494M
$171 ﹤0.01%
15
-2
-12% -$23