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
SABS icon
5726
SAB Biotherapeutics
SABS
$22.3M
$139 ﹤0.01%
103
-2
-2% -$3
AHT
5727
Ashford Hospitality Trust
AHT
$38.1M
$136 ﹤0.01%
19
+17
+850% +$122
FNWB icon
5728
First Northwest Bancorp
FNWB
$66.8M
$132 ﹤0.01%
13
CDTX icon
5729
Cidara Therapeutics
CDTX
$1.64B
$129 ﹤0.01%
6
CPHC icon
5730
Canterbury Park Holding Corp
CPHC
$83.5M
$128 ﹤0.01%
7
-1
-13% -$18
ACNT icon
5731
Ascent Industries
ACNT
$117M
$127 ﹤0.01%
10
-21
-68% -$267
SATX
5732
DELISTED
SatixFy Communications
SATX
$127 ﹤0.01%
+106
New +$127
MAXJ
5733
iShares Large Cap Max Buffer Jun ETF
MAXJ
$171M
$127 ﹤0.01%
+4
New +$127
MESA icon
5734
Mesa Air Group
MESA
$56.9M
$126 ﹤0.01%
161
-7
-4% -$5
STIM icon
5735
Neuronetics
STIM
$216M
$125 ﹤0.01%
34
-54,905
-100% -$202K
SSKN icon
5736
Strata Skin Sciences
SSKN
$8.38M
$121 ﹤0.01%
46
-60
-57% -$158
ABTC
5737
American Bitcoin Corp. Class A Common Stock
ABTC
$6.91B
$121 ﹤0.01%
142
+130
+1,083% +$111
TLSI icon
5738
TriSalus Life Sciences
TLSI
$230M
$116 ﹤0.01%
21
-3
-13% -$17
EVGN icon
5739
Evogene
EVGN
$10.9M
$114 ﹤0.01%
200
-3,961
-95% -$2.26K
BOXL icon
5740
Boxlight
BOXL
$4.89M
$112 ﹤0.01%
77
-9
-10% -$13
LOAN
5741
Manhattan Bridge Capital
LOAN
$61.3M
$112 ﹤0.01%
19
-2
-10% -$12
AIRJ
5742
Montana Technologies Corp
AIRJ
$288M
$111 ﹤0.01%
24
-3
-11% -$14
DALI icon
5743
First Trust DorseyWright DALI 1 ETF
DALI
$118M
$110 ﹤0.01%
4
-105
-96% -$2.89K
ATGL
5744
Alpha Technology Group
ATGL
$517M
$108 ﹤0.01%
+4
New +$108
MTEK icon
5745
Maris-Tech
MTEK
$25.5M
$108 ﹤0.01%
+50
New +$108
TLSA icon
5746
Tiziana Life Sciences
TLSA
$194M
$108 ﹤0.01%
+100
New +$108
UNCY icon
5747
Unicycive Therapeutics
UNCY
$69.2M
$106 ﹤0.01%
18
-2
-10% -$12
SUP
5748
DELISTED
Superior Industries International
SUP
$102 ﹤0.01%
48
-3
-6% -$6
UYLD icon
5749
Angel Oak UltraShort Income ETF
UYLD
$1.11B
$102 ﹤0.01%
2
-258
-99% -$13.2K
DYAI icon
5750
Dyadic International
DYAI
$35.6M
$100 ﹤0.01%
74
+45
+155% +$61