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
PZG icon
5901
Paramount Gold Nevada
PZG
$73.6M
$40 ﹤0.01%
109
-10
-8% -$4
RMTI icon
5902
Rockwell Medical
RMTI
$58.2M
$40 ﹤0.01%
35
-3,428
-99% -$3.92K
OGEN icon
5903
Oragenics
OGEN
$4.75M
$39 ﹤0.01%
6
-4
-40% -$26
SLNG icon
5904
Stabilis Solutions
SLNG
$67.3M
$39 ﹤0.01%
8
-1
-11% -$5
TPCS icon
5905
TechPrecision Corp
TPCS
$54.2M
$39 ﹤0.01%
17
-2
-11% -$5
AIHS icon
5906
Senmiao Technology Ltd
AIHS
$2.36M
$38 ﹤0.01%
4
-19
-83% -$181
CNET icon
5907
ZW Data Action Technologies
CNET
$4.44M
$38 ﹤0.01%
26
-74
-74% -$108
DTIL icon
5908
Precision BioSciences
DTIL
$58.9M
$38 ﹤0.01%
8
NAII icon
5909
Natural Alternatives International
NAII
$22.2M
$38 ﹤0.01%
11
-1
-8% -$3
FAT icon
5910
FAT Brands
FAT
$35.1M
$37 ﹤0.01%
13
-14
-52% -$40
POCI icon
5911
Precision Optics
POCI
$33.3M
$37 ﹤0.01%
9
-1
-10% -$4
CKX icon
5912
CKX Lands
CKX
$23.1M
$36 ﹤0.01%
3
HERO icon
5913
Global X Video Games & Esports ETF
HERO
$168M
$36 ﹤0.01%
+1
New +$36
RNXT icon
5914
RenovoRx
RNXT
$45.4M
$36 ﹤0.01%
36
-4
-10% -$4
LPCN icon
5915
Lipocine
LPCN
$15.9M
$35 ﹤0.01%
11
-1
-8% -$3
AXIL
5916
AXIL Brands
AXIL
$46.6M
$35 ﹤0.01%
7
-1
-13% -$5
AIRT icon
5917
Air T
AIRT
$34 ﹤0.01%
2
BATL icon
5918
Battalion Oil
BATL
$16.6M
$34 ﹤0.01%
26
-2
-7% -$3
NTIP icon
5919
Network-1 Technologies
NTIP
$36M
$34 ﹤0.01%
26
-3
-10% -$4
NYC
5920
American Strategic Investment Co
NYC
$26.2M
$34 ﹤0.01%
3
PODC icon
5921
PodcastOne
PODC
$44.1M
$34 ﹤0.01%
21
-1
-5% -$2
SOS
5922
SOS Limited
SOS
$15.7M
$34 ﹤0.01%
7
GRCE
5923
Grace Therapeutics, Inc. Common Stock
GRCE
$44.5M
$34 ﹤0.01%
15
-2
-12% -$5
DGICB
5924
Donegal Group Class B
DGICB
$33 ﹤0.01%
2
DXR icon
5925
Daxor
DXR
$55.4M
$33 ﹤0.01%
4
-1
-20% -$8