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
-2.33%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$857B
AUM Growth
-$16.8B
Cap. Flow
+$11.9B
Cap. Flow %
1.39%
Top 10 Hldgs %
20.4%
Holding
6,847
New
817
Increased
2,095
Reduced
2,897
Closed
321

Sector Composition

1 Technology 20.05%
2 Healthcare 11.18%
3 Financials 9.56%
4 Consumer Discretionary 9.09%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TARO
3901
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
$242K ﹤0.01%
6,413
-305
-5% -$11.5K
USD icon
3902
ProShares Ultra Semiconductors
USD
$1.49B
$242K ﹤0.01%
12,556
-2,372
-16% -$45.7K
ABUS icon
3903
Arbutus Biopharma
ABUS
$815M
$242K ﹤0.01%
119,000
+13,939
+13% +$28.3K
FIP icon
3904
FTAI Infrastructure
FIP
$537M
$240K ﹤0.01%
74,671
-9,572
-11% -$30.8K
MJ icon
3905
Amplify Alternative Harvest ETF
MJ
$178M
$240K ﹤0.01%
5,479
+2,118
+63% +$92.8K
EEMS icon
3906
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$408M
$240K ﹤0.01%
4,393
+1,603
+57% +$87.5K
MBAC
3907
DELISTED
M3-Brigade Acquisition II Corp.
MBAC
$239K ﹤0.01%
+23,000
New +$239K
YALA
3908
Yalla Group
YALA
$1.18B
$239K ﹤0.01%
+45,644
New +$239K
CGW icon
3909
Invesco S&P Global Water Index ETF
CGW
$1B
$239K ﹤0.01%
5,139
+4,452
+648% +$207K
SEAT icon
3910
Vivid Seats
SEAT
$104M
$239K ﹤0.01%
1,861
-1,491
-44% -$191K
ULCC icon
3911
Frontier Group Holdings
ULCC
$1.18B
$239K ﹤0.01%
49,332
-3,590
-7% -$17.4K
FLD
3912
Fold Holdings
FLD
$212M
$239K ﹤0.01%
+22,817
New +$239K
MYPS icon
3913
PLAYSTUDIOS Inc
MYPS
$125M
$239K ﹤0.01%
75,029
-38,120
-34% -$121K
IREN icon
3914
Iris Energy
IREN
$10.5B
$239K ﹤0.01%
64,304
+23,404
+57% +$86.8K
FLAU icon
3915
Franklin FTSE Australia ETF
FLAU
$78.6M
$238K ﹤0.01%
9,415
-1,160
-11% -$29.4K
AMC icon
3916
AMC Entertainment Holdings
AMC
$1.54B
$238K ﹤0.01%
29,820
-2,671
-8% -$21.3K
PICB icon
3917
Invesco International Corporate Bond ETF
PICB
$196M
$238K ﹤0.01%
11,450
INDIW
3918
DELISTED
indie Semiconductor, Inc. Warrant
INDIW
0
-$414K
KB icon
3919
KB Financial Group
KB
$30.5B
$238K ﹤0.01%
5,785
-15,908
-73% -$654K
SIGA icon
3920
SIGA Technologies
SIGA
$629M
$238K ﹤0.01%
45,249
+6,618
+17% +$34.7K
IYJ icon
3921
iShares US Industrials ETF
IYJ
$1.68B
$237K ﹤0.01%
2,353
-2,398
-50% -$242K
NRGV icon
3922
Energy Vault
NRGV
$503M
$237K ﹤0.01%
92,923
-10,938
-11% -$27.9K
IRS
3923
IRSA Inversiones y Representaciones
IRS
$906M
$237K ﹤0.01%
+38,632
New +$237K
PBD icon
3924
Invesco Global Clean Energy ETF
PBD
$86.4M
$235K ﹤0.01%
15,306
-1,059
-6% -$16.3K
LOCO icon
3925
El Pollo Loco
LOCO
$297M
$235K ﹤0.01%
26,260
-184,962
-88% -$1.66M