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
+13.64%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.45T
AUM Growth
+$141B
Cap. Flow
+$5.68B
Cap. Flow %
0.39%
Top 10 Hldgs %
26.46%
Holding
6,883
New
436
Increased
2,262
Reduced
2,874
Closed
680

Sector Composition

1 Technology 25.87%
2 Financials 10.43%
3 Consumer Discretionary 10.13%
4 Communication Services 7.61%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CRML icon
4501
Critical Metals Corp
CRML
$613M
$118K ﹤0.01%
33,039
+19,418
+143% +$69.5K
SATL icon
4502
Satellogic
SATL
$404M
$118K ﹤0.01%
+32,579
New +$118K
BAMU icon
4503
Brookstone Ultra-Short Bond ETF
BAMU
$72M
$118K ﹤0.01%
+4,659
New +$118K
BUFZ icon
4504
FT Vest Laddered Moderate Buffer ETF
BUFZ
$630M
$118K ﹤0.01%
4,717
-1,629
-26% -$40.6K
WHG icon
4505
Westwood Holdings Group
WHG
$160M
$118K ﹤0.01%
7,537
+6,990
+1,278% +$109K
AAM.WS
4506
AA Mission Acquisition Corp. Warrants, each whole warrant entitles the holder to purchase one Class A ordinary share at a price of $11.50 per share
AAM.WS
0
-$65.2K
GSUS icon
4507
Goldman Sachs MarketBeta US Equity ETF
GSUS
$2.77B
$117K ﹤0.01%
1,367
-381
-22% -$32.6K
ASUR icon
4508
Asure Software
ASUR
$215M
$117K ﹤0.01%
11,981
+238
+2% +$2.32K
SDOW icon
4509
ProShares UltraPro Short Dow 30
SDOW
$172M
$117K ﹤0.01%
2,815
+1,751
+165% +$72.6K
CLOU icon
4510
Global X Cloud Computing ETF
CLOU
$309M
$117K ﹤0.01%
4,994
+80
+2% +$1.87K
EVTR icon
4511
Eaton Vance Total Return Bond ETF
EVTR
$2.83B
$116K ﹤0.01%
2,287
+1,123
+96% +$57.1K
IOCT icon
4512
Innovator International Developed Power Buffer ETF October
IOCT
$135M
$116K ﹤0.01%
3,535
KFS icon
4513
Kingsway Financial Services
KFS
$414M
$116K ﹤0.01%
8,568
-11,027
-56% -$149K
RWX icon
4514
SPDR Dow Jones International Real Estate ETF
RWX
$308M
$116K ﹤0.01%
4,227
+339
+9% +$9.29K
EWCZ icon
4515
European Wax Center
EWCZ
$169M
$116K ﹤0.01%
20,542
+5,803
+39% +$32.7K
TELA icon
4516
TELA Bio
TELA
$62.6M
$115K ﹤0.01%
59,519
-48,848
-45% -$94.8K
TEO icon
4517
Telecom Argentina
TEO
$3.07B
$115K ﹤0.01%
12,970
+486
+4% +$4.29K
ATMP icon
4518
iPath Select MLP ETN
ATMP
$505M
$114K ﹤0.01%
+3,900
New +$114K
CFO icon
4519
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$418M
$114K ﹤0.01%
1,601
-357
-18% -$25.5K
NXTG icon
4520
First Trust Indxx NextG ETF
NXTG
$406M
$114K ﹤0.01%
1,170
+169
+17% +$16.4K
LRGE icon
4521
Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF
LRGE
$434M
$114K ﹤0.01%
1,435
-1,935
-57% -$153K
LFCR icon
4522
Lifecore Biomedical
LFCR
$281M
$114K ﹤0.01%
13,991
+354
+3% +$2.87K
BILI icon
4523
Bilibili
BILI
$10.5B
$114K ﹤0.01%
5,295
+1,081
+26% +$23.2K
NDEC
4524
Innovator Growth-100 Power Buffer ETF - December
NDEC
$72.4M
$113K ﹤0.01%
4,380
+1,846
+73% +$47.7K
SRTY icon
4525
ProShares UltraPro Short Russell2000
SRTY
$79.9M
$113K ﹤0.01%
6,608
+5,498
+495% +$94.1K