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
+8.03%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$770B
AUM Growth
+$64.9B
Cap. Flow
+$26.9B
Cap. Flow %
3.5%
Top 10 Hldgs %
17.84%
Holding
6,466
New
534
Increased
3,091
Reduced
1,683
Closed
345

Sector Composition

1 Technology 18.3%
2 Healthcare 11.5%
3 Financials 9.97%
4 Consumer Discretionary 9.25%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
VSGX icon
3551
Vanguard ESG International Stock ETF
VSGX
$5.2B
$573K ﹤0.01%
10,939
+3,863
+55% +$202K
CRMT icon
3552
America's Car Mart
CRMT
$267M
$572K ﹤0.01%
7,228
+1,495
+26% +$118K
HYD icon
3553
VanEck High Yield Muni ETF
HYD
$3.48B
$572K ﹤0.01%
11,052
-47,382
-81% -$2.45M
MBND icon
3554
SPDR Nuveen Municipal Bond ETF
MBND
$28.9M
$571K ﹤0.01%
21,051
-53,644
-72% -$1.46M
MVIS icon
3555
Microvision
MVIS
$355M
$570K ﹤0.01%
213,293
-89,078
-29% -$238K
CCCS icon
3556
CCC Intelligent Solutions
CCCS
$6.32B
$569K ﹤0.01%
63,453
+8,922
+16% +$80K
UUP icon
3557
Invesco DB US Dollar Index Bullish Fund
UUP
$159M
$568K ﹤0.01%
20,384
+6,217
+44% +$173K
NWLI
3558
DELISTED
National Western Life Group, Inc. Class A
NWLI
$566K ﹤0.01%
2,334
+673
+41% +$163K
PLRX icon
3559
Pliant Therapeutics
PLRX
$89.6M
$565K ﹤0.01%
21,227
+6,268
+42% +$167K
PASG icon
3560
Passage Bio
PASG
$22.3M
$564K ﹤0.01%
29,450
OLPX icon
3561
Olaplex Holdings
OLPX
$961M
$563K ﹤0.01%
131,852
+17,245
+15% +$73.6K
DPST icon
3562
Direxion Daily Regional Banks Bull 3X Shares
DPST
$696M
$561K ﹤0.01%
+7,280
New +$561K
DLS icon
3563
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
$560K ﹤0.01%
9,187
+5,413
+143% +$330K
NYF icon
3564
iShares New York Muni Bond ETF
NYF
$930M
$558K ﹤0.01%
10,430
+8,225
+373% +$440K
URGN icon
3565
UroGen Pharma
URGN
$837M
$558K ﹤0.01%
60,391
+59,695
+8,577% +$552K
SFIX icon
3566
Stitch Fix
SFIX
$716M
$557K ﹤0.01%
108,948
+58,821
+117% +$301K
GGLL icon
3567
Direxion Daily GOOGL Bull 2X Shares
GGLL
$487M
$554K ﹤0.01%
25,000
SDS icon
3568
ProShares UltraShort S&P500
SDS
$457M
$553K ﹤0.01%
+13,841
New +$553K
GEF.B icon
3569
Greif Class B
GEF.B
$2.42B
$552K ﹤0.01%
7,213
-145
-2% -$11.1K
DAPR icon
3570
FT Vest US Equity Deep Buffer ETF April
DAPR
$286M
$551K ﹤0.01%
18,579
+18,278
+6,072% +$542K
IE icon
3571
Ivanhoe Electric
IE
$1.2B
$549K ﹤0.01%
45,159
+30,459
+207% +$370K
EVV
3572
Eaton Vance Limited Duration Income Fund
EVV
$1.18B
$547K ﹤0.01%
55,550
+48,550
+694% +$478K
TBLA icon
3573
Taboola.com
TBLA
$1.04B
$547K ﹤0.01%
201,004
+61,123
+44% +$166K
TSLS icon
3574
Direxion Daily TSLA Bear 1X Shares
TSLS
$61.3M
$547K ﹤0.01%
21,000
XFOR icon
3575
X4 Pharmaceuticals
XFOR
$68.2M
$545K ﹤0.01%
20,868
+16,881
+423% +$441K