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
ONMD icon
5976
OneMedNet
ONMD
$41.8M
$24 ﹤0.01%
45
-3
-6% -$2
AXDX
5977
DELISTED
Accelerate Diagnostics
AXDX
$23 ﹤0.01%
32
+1
+3% +$1
BSJP icon
5978
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$709M
-303
Closed -$6.99K
FBRX icon
5979
Forte Biosciences
FBRX
$130M
$23 ﹤0.01%
3
-2,100
-100% -$16.1K
LIVE icon
5980
Live Ventures
LIVE
$50.3M
$23 ﹤0.01%
3
NBCM icon
5981
Neuberger Berman Commodity Strategy ETF
NBCM
$255M
$23 ﹤0.01%
+1
New +$23
JCTC
5982
Jewett-Cameron Trading
JCTC
$12.5M
$23 ﹤0.01%
5
-1
-17% -$5
AMS icon
5983
American Shared Hospital Services
AMS
$15.6M
$22 ﹤0.01%
8
-1
-11% -$3
AQMS icon
5984
Aqua Metals
AQMS
$5.23M
$22 ﹤0.01%
1
CLNN icon
5985
Clene
CLNN
$61.7M
$22 ﹤0.01%
+7
New +$22
CVR icon
5986
Chicago Rivet & Machine Co
CVR
$9.59M
$22 ﹤0.01%
2
MOVE icon
5987
Movano
MOVE
$6.41M
$22 ﹤0.01%
12
-2
-14% -$4
NEPH icon
5988
Nephros
NEPH
$44.6M
$22 ﹤0.01%
13
-2
-13% -$3
SANW
5989
DELISTED
S&W Seed Co
SANW
$22 ﹤0.01%
3
TOMZ icon
5990
TOMI Environmental Solutions
TOMZ
$16.9M
$22 ﹤0.01%
27
-3
-10% -$2
ESLA icon
5991
Estrella Immunopharma
ESLA
$38.5M
$21 ﹤0.01%
23
-3
-12% -$3
FCUV icon
5992
Focus Universal
FCUV
$20M
$21 ﹤0.01%
5
-7
-58% -$29
FTHM icon
5993
Fathom Holdings
FTHM
$79.9M
$21 ﹤0.01%
24
-3
-11% -$3
GAME icon
5994
GameSquare
GAME
$72.3M
$21 ﹤0.01%
36
+1
+3% +$1
INVZ icon
5995
Innoviz Technologies
INVZ
$371M
$21 ﹤0.01%
32
MSAI icon
5996
MultiSensor AI
MSAI
$26.8M
$21 ﹤0.01%
23
-3
-12% -$3
NINE icon
5997
Nine Energy Service
NINE
$30.6M
$21 ﹤0.01%
19
SDOT icon
5998
Sadot Group
SDOT
$7.82M
$21 ﹤0.01%
8
-1
-11% -$3
HCWC
5999
Healthy Choice Wellness Corp.
HCWC
$6.52M
$21 ﹤0.01%
+40
New +$21
AIRG icon
6000
Airgain
AIRG
$49.4M
$20 ﹤0.01%
6
-22
-79% -$73