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
DIBS icon
4526
1stdibs.com
DIBS
$101M
$72K ﹤0.01%
18,215
+4,735
+35% +$18.7K
MHN icon
4527
BlackRock MuniHoldings New Yrok Quality Fund
MHN
$308M
$72K ﹤0.01%
+6,748
New +$72K
SGC icon
4528
Superior Group of Companies
SGC
$188M
$72K ﹤0.01%
9,106
+2,428
+36% +$19.2K
VNRX icon
4529
VolitionRX
VNRX
$70.6M
$72K ﹤0.01%
+37,921
New +$72K
CYN icon
4530
Cyngn
CYN
$38.2M
$71K ﹤0.01%
4
-1
-20% -$17.8K
PCEF icon
4531
Invesco CEF Income Composite ETF
PCEF
$849M
$71K ﹤0.01%
3,904
+132
+3% +$2.4K
PRDS
4532
DELISTED
Pardes Biosciences, Inc. Common Stock
PRDS
$71K ﹤0.01%
53,585
+33,719
+170% +$44.7K
WOMN icon
4533
Impact Shares Womens Empowerment ETF Trading
WOMN
$63.5M
$70.8K ﹤0.01%
2,506
+52
+2% +$1.47K
DJAN icon
4534
FT Vest US Equity Deep Buffer ETF January
DJAN
$354M
$70.6K ﹤0.01%
2,268
+800
+54% +$24.9K
FTLS icon
4535
First Trust Long/Short Equity ETF
FTLS
$1.98B
$70.5K ﹤0.01%
1,388
+1,180
+567% +$60K
QSPT icon
4536
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$411M
$70.5K ﹤0.01%
3,648
+2,429
+199% +$46.9K
CIFR icon
4537
Cipher Mining
CIFR
$4.27B
$70K ﹤0.01%
29,969
+755
+3% +$1.76K
GRPN icon
4538
Groupon
GRPN
$923M
$70K ﹤0.01%
16,717
+4,341
+35% +$18.2K
KIO
4539
KKR Income Opportunities Fund
KIO
$515M
$70K ﹤0.01%
+6,356
New +$70K
SPIR icon
4540
Spire Global
SPIR
$307M
$70K ﹤0.01%
13,106
-1,376
-10% -$7.35K
ASAI
4541
DELISTED
Sendas Distribuidora S.A. American Depositary Share (each representing five common shares)
ASAI
$70K ﹤0.01%
4,567
-30,024
-87% -$460K
APPH
4542
DELISTED
AppHarvest, Inc. Common Stock
APPH
$70K ﹤0.01%
115,231
+7,913
+7% +$4.81K
BUL icon
4543
Pacer US Cash Cows Growth ETF
BUL
$85.6M
$69K ﹤0.01%
+2,000
New +$69K
NXTG icon
4544
First Trust Indxx NextG ETF
NXTG
$406M
$68.3K ﹤0.01%
981
-981
-50% -$68.3K
AOMR
4545
Angel Oak Mortgage REIT
AOMR
$232M
$68K ﹤0.01%
9,273
+2,482
+37% +$18.2K
GAMB icon
4546
Gambling.com
GAMB
$288M
$68K ﹤0.01%
6,849
+1,939
+39% +$19.3K
GNSS icon
4547
Genasys
GNSS
$99.3M
$68K ﹤0.01%
23,056
+22,906
+15,271% +$67.6K
HSAI
4548
Hesai Group
HSAI
$771M
$68K ﹤0.01%
+4,419
New +$68K
MINO icon
4549
PIMCO Municipal Income Opportunities Active ETF
MINO
$339M
$68K ﹤0.01%
+1,541
New +$68K
XTWO icon
4550
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
XTWO
$142M
$68K ﹤0.01%
+1,358
New +$68K