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
FARM icon
5751
Farmer Brothers
FARM
$39.7M
$100 ﹤0.01%
45
-3
-6% -$7
HOLO icon
5752
MicroCloud Hologram
HOLO
$71.1M
$100 ﹤0.01%
3
-2
-40% -$67
NB
5753
NioCorp Developments
NB
$381M
$100 ﹤0.01%
51
-751
-94% -$1.47K
ELTX icon
5754
Elicio Therapeutics
ELTX
$188M
$99 ﹤0.01%
16
-2
-11% -$12
KOKU icon
5755
Xtrackers MSCI Kokusai Equity ETF
KOKU
$681M
$99 ﹤0.01%
+1
New +$99
OPTT icon
5756
Ocean Power Technologies
OPTT
$101M
$99 ﹤0.01%
217
-796
-79% -$363
TAXF icon
5757
American Century Diversified Municipal Bond ETF
TAXF
$508M
$99 ﹤0.01%
2
-701
-100% -$34.7K
RDI icon
5758
Reading International Class A
RDI
$33.6M
$98 ﹤0.01%
70
-3
-4% -$4
HAO icon
5759
Haoxi Health Technology Ltd
HAO
$4M
$98 ﹤0.01%
+77
New +$98
FTLF icon
5760
FitLife Brands
FTLF
$168M
$97 ﹤0.01%
8
HYMC icon
5761
Hycroft Mining Holding Corp
HYMC
$252M
$97 ﹤0.01%
30
SRS icon
5762
ProShares UltraShort Real Estate
SRS
$21.7M
$97 ﹤0.01%
2
BEEP icon
5763
Mobile Infrastructure Corporation Common Stock
BEEP
$152M
$96 ﹤0.01%
23
-3
-12% -$13
BILZ icon
5764
PIMCO Ultra Short Government Active ETF
BILZ
$899M
0
CSBR icon
5765
Champions Oncology
CSBR
$92.7M
$95 ﹤0.01%
11
IFN
5766
India Fund
IFN
$599M
$95 ﹤0.01%
6
-637
-99% -$10.1K
TZOO icon
5767
Travelzoo
TZOO
$104M
$95 ﹤0.01%
7
-57,217
-100% -$777K
AUID icon
5768
authID Inc
AUID
$42.2M
$92 ﹤0.01%
19
-2
-10% -$10
IPAY icon
5769
Amplify Mobile Payments ETF
IPAY
$270M
$92 ﹤0.01%
1
-159
-99% -$14.6K
FSI icon
5770
Flexible Solutions
FSI
$123M
$91 ﹤0.01%
18
-2
-10% -$10
RELIW icon
5771
Reliance Global Group, Inc. Series A Warrants
RELIW
0
-$215
RANI icon
5772
Rani Therapeutics
RANI
$23.6M
$89 ﹤0.01%
71
BEAT icon
5773
Heartbeam
BEAT
$49.1M
$88 ﹤0.01%
44
-3
-6% -$6
SOND icon
5774
Sonder
SOND
$22.2M
$88 ﹤0.01%
44
-3
-6% -$6
GTN.A icon
5775
Gray Media, Inc. Class A
GTN.A
$1.01B
$87 ﹤0.01%
11
-1
-8% -$8