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
VERO icon
6126
Venus Concept
VERO
$4.22M
$3 ﹤0.01%
+1
New +$3
WHLR
6127
Wheeler Real Estate Investment Trust
WHLR
$5.05M
0
TRUG icon
6128
TruGolf
TRUG
$4.44M
0
-$6
AQB icon
6129
AquaBounty Technologies
AQB
$4.46M
$2 ﹤0.01%
3
GTBP icon
6130
GT Biopharma
GTBP
$2.85M
$2 ﹤0.01%
1
HOFV
6131
DELISTED
Hall of Fame Resort & Entertainment Co
HOFV
$2 ﹤0.01%
3
LIDR icon
6132
AEye
LIDR
$106M
$2 ﹤0.01%
3
SOPA icon
6133
Society Pass
SOPA
$7.14M
$2 ﹤0.01%
2
STSS icon
6134
Sharps Technology
STSS
$238M
0
VFVA icon
6135
Vanguard US Value Factor ETF
VFVA
$642M
0
XXII
6136
22nd Century Group
XXII
$6.39M
0
YYAI icon
6137
Connexa Sports Technologies
YYAI
$27.8M
$2 ﹤0.01%
+3
New +$2
XAGE
6138
Longevity Health Holdings, Inc. Common Stock
XAGE
$4.88M
0
-$4
ALTO icon
6139
Alto Ingredients
ALTO
$89M
$2 ﹤0.01%
2
-18,107
-100% -$18.1K
AOD
6140
abrdn Total Dynamic Dividend Fund
AOD
$969M
-57
Closed -$480
BKYI
6141
BIO-key International
BKYI
$5.21M
$1 ﹤0.01%
1
-44
-98% -$44
CELG.RT
6142
Bristol-Myers Squibb Company Contingent Value Rights
CELG.RT
$57.2M
$1 ﹤0.01%
23
CREG icon
6143
Smart Powerr
CREG
$4.88M
0
-$1
GNOM icon
6144
Global X Genomics & Biotechnology ETF
GNOM
$45.8M
0
-$1
GNPX icon
6145
Genprex
GNPX
$8.37M
$1 ﹤0.01%
5
GREE icon
6146
Greenidge Generation Holdings
GREE
$21.6M
$1 ﹤0.01%
1
HELX icon
6147
Franklin Genomic Advancements ETF
HELX
$16.6M
0
-$1
HWH icon
6148
HWH International
HWH
$22M
$1 ﹤0.01%
1
-1
-50% -$1
KULR icon
6149
KULR Technology Group
KULR
$178M
-4,881
Closed -$139K
LGL.WS icon
6150
LGL Group Inc (The) Warrants to purchase Common Stock (expiring November 16, 2025)
LGL.WS
$1.98M
0