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
ACES icon
5876
ALPS Clean Energy ETF
ACES
$93M
$47 ﹤0.01%
2
SOTK icon
5877
Sono-Tek
SOTK
$64.2M
$47 ﹤0.01%
13
-2
-13% -$7
SPXL icon
5878
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.81B
-17,929
Closed -$3.02M
XSLV icon
5879
Invesco S&P SmallCap Low Volatility ETF
XSLV
$261M
$46 ﹤0.01%
1
-605
-100% -$27.8K
XLO icon
5880
Xilio Therapeutics
XLO
$37.8M
$45 ﹤0.01%
62
-4
-6% -$3
GENK icon
5881
GEN Restaurant Group
GENK
$16.7M
$44 ﹤0.01%
8
-1
-11% -$6
GTIM icon
5882
Good Times Restaurants
GTIM
$17.3M
$44 ﹤0.01%
18
-2
-10% -$5
MOBX icon
5883
Mobix Labs
MOBX
$56.5M
$44 ﹤0.01%
49
-165
-77% -$148
MRKR icon
5884
Marker Therapeutics
MRKR
$12.6M
$44 ﹤0.01%
36
-2
-5% -$2
OESX icon
5885
Orion Energy Systems
OESX
$31.1M
$44 ﹤0.01%
6
-1
-14% -$7
ACCS
5886
ACCESS Newswire Inc.
ACCS
$41.4M
$44 ﹤0.01%
5
-1
-17% -$9
STRR
5887
Star Equity Holdings, Inc. Common Stock
STRR
$29.9M
$43 ﹤0.01%
4
-1
-20% -$11
RLMD icon
5888
Relmada Therapeutics
RLMD
$50.5M
$43 ﹤0.01%
158
-37,542
-100% -$10.2K
QQQI icon
5889
NEOS Nasdaq 100 High Income ETF
QQQI
$4.34B
0
DAIO icon
5890
Data I/O
DAIO
$32.4M
$42 ﹤0.01%
17
-2
-11% -$5
HYFM icon
5891
Hydrofarm Holdings
HYFM
$15M
$42 ﹤0.01%
22
-1
-4% -$2
LOCL icon
5892
Local Bounti
LOCL
$48.4M
$42 ﹤0.01%
20
-1
-5% -$2
CMLS
5893
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
$42 ﹤0.01%
94
-3
-3% -$1
ATHA icon
5894
Athira Pharma
ATHA
$15.1M
$41 ﹤0.01%
143
BTM icon
5895
Bitcoin Depot
BTM
$257M
$41 ﹤0.01%
27
-3
-10% -$5
PED icon
5896
PEDEVCO
PED
$55M
$41 ﹤0.01%
58
-5
-8% -$4
ARKR icon
5897
Ark Restaurants
ARKR
$25.3M
$40 ﹤0.01%
4
BRLT icon
5898
Brilliant Earth
BRLT
$39.1M
$40 ﹤0.01%
25
-3
-11% -$5
CPSH icon
5899
CPS Technologies
CPSH
$48.7M
$40 ﹤0.01%
25
-3
-11% -$5
EBIZ icon
5900
Global X E-commerce ETF
EBIZ
$65.7M
$40 ﹤0.01%
1