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
INAB icon
6026
IN8bio
INAB
$9.08M
$17 ﹤0.01%
3
-1
-25% -$6
IPW icon
6027
iPower
IPW
$15.8M
$17 ﹤0.01%
33
-3
-8% -$2
NXPL icon
6028
NextPlat
NXPL
$18.5M
$17 ﹤0.01%
21
-3
-13% -$2
OPAL icon
6029
OPAL Fuels
OPAL
$64.1M
$17 ﹤0.01%
9
-92
-91% -$174
RBLD icon
6030
First Trust Alerian US NextGen Infrastructure ETF
RBLD
$15M
-95
Closed -$6.32K
REK icon
6031
ProShares Short Real Estate
REK
$11.2M
$17 ﹤0.01%
1
YXT
6032
YXT.COM GROUP HOLDING LIMITED American Depository Shares
YXT
$53.1M
$17 ﹤0.01%
17
+2
+13% +$2
DWSN icon
6033
Dawson Geophysical
DWSN
$50.9M
$16 ﹤0.01%
13
-2
-13% -$2
EKSO icon
6034
Ekso Bionics
EKSO
$10.3M
$16 ﹤0.01%
3
LVLU icon
6035
Lulu's Fashion Lounge
LVLU
$12.9M
$16 ﹤0.01%
3
MIRA icon
6036
MIRA Pharmaceuticals
MIRA
$31.3M
$16 ﹤0.01%
+16
New +$16
MXC icon
6037
Mexco Energy
MXC
$17.4M
$16 ﹤0.01%
2
AGAE icon
6038
Allied Gaming & Entertainment
AGAE
$34.6M
$15 ﹤0.01%
15
-3
-17% -$3
BRN icon
6039
Barnwell Industries
BRN
$11.6M
$15 ﹤0.01%
9
-1
-10% -$2
CGSD icon
6040
Capital Group Short Duration Income ETF
CGSD
$1.54B
0
EQ icon
6041
Equillium
EQ
$118M
$15 ﹤0.01%
38
-3
-7% -$1
NRXS icon
6042
Neuraxis
NRXS
$24.1M
$15 ﹤0.01%
7
-1
-13% -$2
AIM
6043
AIM ImmunoTech Inc.
AIM
$7.04M
$15 ﹤0.01%
1
CLRO icon
6044
ClearOne
CLRO
$8.22M
$14 ﹤0.01%
2
CTRM icon
6045
Castor Maritime
CTRM
$19.5M
$14 ﹤0.01%
6
-12
-67% -$28
PAVM icon
6046
PAVmed
PAVM
$9.38M
$14 ﹤0.01%
19
SGMA
6047
DELISTED
Sigmatron International
SGMA
$14 ﹤0.01%
11
-1
-8% -$1
STRM
6048
DELISTED
Streamline Health Solutions
STRM
$14 ﹤0.01%
5
-1
-17% -$3
BCG
6049
Binah Capital Group
BCG
$30.4M
$14 ﹤0.01%
7
-2
-22% -$4
LGCY
6050
Legacy Education Inc.
LGCY
$154M
$14 ﹤0.01%
2
-1
-33% -$7