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
GROV icon
5801
Grove Collaborative
GROV
$64M
$69 ﹤0.01%
51
-4
-7% -$5
LPTX icon
5802
Leap Therapeutics
LPTX
$12M
$69 ﹤0.01%
227
LUCD icon
5803
Lucid Diagnostics
LUCD
$106M
$69 ﹤0.01%
46
-3
-6% -$5
VANI icon
5804
Vivani Medical
VANI
$71.7M
$69 ﹤0.01%
66
-5
-7% -$5
SBLX
5805
StableX Technologies, Inc. Common Stock
SBLX
$3.84M
$68 ﹤0.01%
8
-7
-47% -$60
CATH icon
5806
Global X S&P 500 Catholic Values ETF
CATH
$1.06B
$68 ﹤0.01%
1
-16
-94% -$1.09K
OPXS icon
5807
Optex Systems
OPXS
$81.9M
$68 ﹤0.01%
12
-1
-8% -$6
SER icon
5808
Serina Therapeutics
SER
$52.6M
$68 ﹤0.01%
12
-1
-8% -$6
ANTX icon
5809
AN2 Therapeutics
ANTX
$34.2M
$67 ﹤0.01%
49
-3
-6% -$4
ASMB icon
5810
Assembly Biosciences
ASMB
$170M
$67 ﹤0.01%
7
-11,420
-100% -$109K
CNTB
5811
Connect Biopharma Holdings Limited Ordinary Shares
CNTB
$91.9M
$67 ﹤0.01%
121
VCRB icon
5812
Vanguard Core Bond ETF
VCRB
$3.5B
0
-$66
AREC icon
5813
American Resources Corp
AREC
$180M
$66 ﹤0.01%
+142
New +$66
MODD icon
5814
Modular Medical
MODD
$44.8M
$66 ﹤0.01%
61
-7
-10% -$8
CLIR icon
5815
ClearSign Technologies
CLIR
$28.6M
$65 ﹤0.01%
86
-8
-9% -$6
NCV
5816
Virtus Convertible & Income Fund
NCV
$341M
$65 ﹤0.01%
5
-1,220
-100% -$15.9K
MAIA icon
5817
MAIA Biotechnology
MAIA
$55.8M
$64 ﹤0.01%
42
-3
-7% -$5
NEGG icon
5818
Newegg Commerce
NEGG
$781M
$64 ﹤0.01%
+13
New +$64
HQL
5819
abrdn Life Sciences Investors
HQL
$410M
$63 ﹤0.01%
+5
New +$63
OWLT icon
5820
Owlet
OWLT
$120M
$63 ﹤0.01%
17
-3,302
-99% -$12.2K
RAVE icon
5821
RAVE Restaurant Group
RAVE
$49M
$63 ﹤0.01%
23
-3
-12% -$8
BWEN icon
5822
Broadwind
BWEN
$50.7M
$62 ﹤0.01%
43
-3
-7% -$4
DUOT icon
5823
Duos Technologies
DUOT
$156M
$62 ﹤0.01%
+11
New +$62
INLX icon
5824
Intellinetics
INLX
$56.1M
$62 ﹤0.01%
5
-1
-17% -$12
ONDS icon
5825
Ondas Holdings
ONDS
$1.79B
$62 ﹤0.01%
58
-143
-71% -$153