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
SPCB icon
6276
SuperCom
SPCB
$42M
-100
Closed -$482
SPRC icon
6277
SciSparc
SPRC
$2.94M
-22
Closed -$168
SPWR icon
6278
Complete Solaria, Inc. Common Stock
SPWR
$125M
-124
Closed -$222
SPXS icon
6279
Direxion Daily S&P 500 Bear 3x Shares
SPXS
$432M
-29,816
Closed -$187K
SRFM icon
6280
Surf Air Mobility
SRFM
$169M
-72
Closed -$388
SRG
6281
Seritage Growth Properties
SRG
$251M
0
SRTS icon
6282
Sensus Healthcare
SRTS
$52.6M
-3,898
Closed -$27K
SVM
6283
Silvercorp Metals
SVM
$1.09B
-670,916
Closed -$2.01M
SVIX icon
6284
-1x Short VIX Futures ETF
SVIX
$191M
-2,100
Closed -$53.3K
SY
6285
So-Young International
SY
$365M
-2,250
Closed -$1.85K
SYTA icon
6286
Siyata Mobile
SYTA
$30.7M
-29
Closed -$176
TANH icon
6287
Tantech Holdings
TANH
$2.89M
-9
Closed -$79
TCAF icon
6288
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$5.45B
-264
Closed -$8.78K
TCHP icon
6289
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.54B
-2
Closed -$114
TEMP icon
6290
JPMorgan Climate Change Solutions ETF
TEMP
$7.53M
-205,000
Closed -$8.95M
TEQI icon
6291
T. Rowe Price Equity Income ETF
TEQI
$325M
-3
Closed -$122
TMV icon
6292
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
$162M
-6
Closed -$238
TNA icon
6293
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.19B
-43,167
Closed -$1.81M
TNXP icon
6294
Tonix Pharmaceuticals
TNXP
$237M
-173
Closed -$5.7K
TRVG
6295
trivago
TRVG
$230M
-4,916
Closed -$10.7K
TSLT icon
6296
T-REX 2X Long Tesla Daily Target ETF
TSLT
$372M
-80,000
Closed -$3.03M
UAUG icon
6297
Innovator US Equity Ultra Buffer ETF August
UAUG
$237M
-100
Closed -$3.55K
UDEC icon
6298
Innovator US Equity Ultra Buffer ETF December
UDEC
$300M
-463
Closed -$16.2K
UFI icon
6299
UNIFI
UFI
$83M
-228
Closed -$1.43K
UMAR icon
6300
Innovator US Equity Ultra Buffer ETF March
UMAR
$197M
-1,044
Closed -$37.3K