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
SCOR icon
5826
Comscore
SCOR
$31.6M
$62 ﹤0.01%
9
-1
-10% -$7
SURG icon
5827
SurgePays
SURG
$55.9M
$62 ﹤0.01%
+30
New +$62
TOI icon
5828
The Oncology Institute
TOI
$293M
$62 ﹤0.01%
54
-112
-67% -$129
CHCI icon
5829
Comstock Holding Companies
CHCI
$186M
$60 ﹤0.01%
7
-1
-13% -$9
ELBM
5830
Electra Battery Materials
ELBM
$15.4M
$60 ﹤0.01%
13
-1
-7% -$5
GORV icon
5831
Lazydays
GORV
$8.29M
$60 ﹤0.01%
6
AP icon
5832
Ampco-Pittsburgh
AP
$54.7M
$59 ﹤0.01%
+27
New +$59
GROW icon
5833
US Global Investors
GROW
$31.7M
$59 ﹤0.01%
26
GSIT icon
5834
GSI Technology
GSIT
$87.6M
$59 ﹤0.01%
29
IMMX icon
5835
Immix Biopharma
IMMX
$63.1M
$59 ﹤0.01%
35
-3
-8% -$5
WKHS icon
5836
Workhorse Group
WKHS
$18.3M
$59 ﹤0.01%
32
+15
+88% +$28
IGD
5837
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$466M
$58 ﹤0.01%
10
KOPN icon
5838
Kopin
KOPN
$366M
$58 ﹤0.01%
62
SRZN icon
5839
Surrozen
SRZN
$101M
$58 ﹤0.01%
5
-1
-17% -$12
FKWL icon
5840
Franklin Wireless
FKWL
$47.4M
$57 ﹤0.01%
10
-2
-17% -$11
KTCC icon
5841
Key Tronic
KTCC
$35.8M
$57 ﹤0.01%
22
-2
-8% -$5
TPST icon
5842
Tempest Therapeutics
TPST
$46.6M
$57 ﹤0.01%
+6
New +$57
WYY icon
5843
WidePoint Corp
WYY
$52M
$57 ﹤0.01%
17
-2,309
-99% -$7.74K
RNTX
5844
Rein Therapeutics, Inc. Common Stock
RNTX
$28M
$57 ﹤0.01%
32
+2
+7% +$4
IRD
5845
Opus Genetics, Inc. Common Stock
IRD
$84.5M
$57 ﹤0.01%
+58
New +$57
FLYX icon
5846
flyExclusive
FLYX
$86.3M
$56 ﹤0.01%
18
-2
-10% -$6
NANR icon
5847
SPDR S&P North American Natural Resources ETF
NANR
$659M
$56 ﹤0.01%
1
-101
-99% -$5.66K
ZDGE icon
5848
Zedge
ZDGE
$40.1M
$56 ﹤0.01%
24
-3
-11% -$7
BRFH icon
5849
Barfresh Food Group
BRFH
$46.3M
$55 ﹤0.01%
18
-2
-10% -$6
DARE icon
5850
Dare Bioscience
DARE
$28.7M
$55 ﹤0.01%
19
-2
-10% -$6