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
INUV icon
5776
Inuvo
INUV
$52M
$87 ﹤0.01%
25
-1
-4% -$3
MBIO icon
5777
Mustang Bio
MBIO
$11.6M
$86 ﹤0.01%
68
+65
+2,167% +$82
HYPR icon
5778
Hyperfine
HYPR
$112M
$85 ﹤0.01%
118
-10
-8% -$7
KYN icon
5779
Kayne Anderson Energy Infrastructure Fund
KYN
$2.07B
$85 ﹤0.01%
6
MNSB icon
5780
MainStreet Bancshares
MNSB
$167M
$84 ﹤0.01%
5
RFIL icon
5781
RF Industries
RFIL
$80M
$84 ﹤0.01%
18
-2
-10% -$9
PVLA
5782
Palvella Therapeutics, Inc. Common Stock
PVLA
$628M
$84 ﹤0.01%
3
-23
-88% -$644
APYX icon
5783
Apyx Medical
APYX
$77.2M
$82 ﹤0.01%
60
-5
-8% -$7
MHH icon
5784
Mastech Digital
MHH
$89.9M
$82 ﹤0.01%
8
-549
-99% -$5.63K
TSBX
5785
DELISTED
Turnstone Biologics
TSBX
$81 ﹤0.01%
196
-3
-2% -$1
TYGO icon
5786
Tigo Energy
TYGO
$113M
$81 ﹤0.01%
96
-7
-7% -$6
CPIX icon
5787
Cumberland Pharmaceuticals
CPIX
$52.4M
$80 ﹤0.01%
19
CENN icon
5788
Cenntro
CENN
$28.3M
$79 ﹤0.01%
90
-83
-48% -$73
BGSF icon
5789
BGSF Inc
BGSF
$81.5M
$77 ﹤0.01%
21
-52
-71% -$191
DFLI icon
5790
Dragonfly Energy
DFLI
$17.6M
$77 ﹤0.01%
79
TACT icon
5791
Transact Technologies
TACT
$46M
$77 ﹤0.01%
21
-2
-9% -$7
CRWS icon
5792
Crown Crafts
CRWS
$31.7M
$76 ﹤0.01%
21
-2
-9% -$7
CELU icon
5793
Celularity
CELU
$61.4M
$75 ﹤0.01%
43
SCYX icon
5794
SCYNEXIS
SCYX
$52.4M
$73 ﹤0.01%
77
-40,122
-100% -$38K
PXLW icon
5795
Pixelworks
PXLW
$64.8M
$71 ﹤0.01%
9
-1
-10% -$8
NCSM icon
5796
NCS Multistage Holdings
NCSM
$125M
$70 ﹤0.01%
2
NRXP icon
5797
NRX Pharmaceuticals
NRXP
$65.1M
$70 ﹤0.01%
34
-19
-36% -$39
OPHC icon
5798
OptimumBank Holdings
OPHC
$49.9M
$70 ﹤0.01%
+17
New +$70
BSBK icon
5799
Bogota Financial
BSBK
$120M
$69 ﹤0.01%
9
-1
-10% -$8
CVU icon
5800
CPI Aerostructures
CVU
$32.7M
$69 ﹤0.01%
20
-2
-9% -$7