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
+3.06%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.26T
AUM Growth
+$14.3B
Cap. Flow
+$5.38B
Cap. Flow %
0.43%
Top 10 Hldgs %
25.81%
Holding
6,736
New
347
Increased
3,014
Reduced
2,161
Closed
355

Sector Composition

1 Technology 24.62%
2 Financials 10.74%
3 Consumer Discretionary 10.45%
4 Healthcare 8.46%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PDEC icon
4526
Innovator US Equity Power Buffer ETF December
PDEC
$1.02B
$108K ﹤0.01%
2,800
+196
+8% +$7.53K
DOOO icon
4527
Bombardier Recreational Products
DOOO
$4.7B
$107K ﹤0.01%
2,112
-2,169
-51% -$110K
HEQT icon
4528
Simplify Hedged Equity ETF
HEQT
$305M
$107K ﹤0.01%
3,630
+392
+12% +$11.6K
PROP icon
4529
Prairie Operating Co
PROP
$107M
$107K ﹤0.01%
15,451
+8,485
+122% +$58.7K
GJUN icon
4530
FT Vest US Equity Moderate Buffer ETF June
GJUN
$341M
$107K ﹤0.01%
+2,963
New +$107K
LPL icon
4531
LG Display
LPL
$4.46B
$106K ﹤0.01%
34,539
-107,754
-76% -$331K
AVRE icon
4532
Avantis Real Estate ETF
AVRE
$650M
$106K ﹤0.01%
2,528
+1,857
+277% +$77.8K
RWX icon
4533
SPDR Dow Jones International Real Estate ETF
RWX
$308M
$106K ﹤0.01%
4,598
+2,283
+99% +$52.6K
AFYA icon
4534
Afya
AFYA
$1.42B
$106K ﹤0.01%
6,670
+6,369
+2,116% +$101K
AMPY icon
4535
Amplify Energy
AMPY
$160M
$106K ﹤0.01%
17,602
-38
-0.2% -$228
EVC icon
4536
Entravision Communication
EVC
$226M
$106K ﹤0.01%
44,897
+16,391
+58% +$38.5K
NNDM
4537
Nano Dimension
NNDM
$309M
$105K ﹤0.01%
42,505
-60,825
-59% -$151K
ADGM
4538
Adagio Medical Holdings, Inc Common Stock
ADGM
$26.5M
$105K ﹤0.01%
+100,000
New +$105K
NAIL icon
4539
Direxion Daily Homebuilders & Supplies Bull 3X Shares
NAIL
$617M
$104K ﹤0.01%
1,238
-1,108
-47% -$93.4K
PRME icon
4540
Prime Medicine
PRME
$726M
$104K ﹤0.01%
35,640
-1,742
-5% -$5.09K
NPWR icon
4541
NET Power
NPWR
$164M
$104K ﹤0.01%
9,792
+469
+5% +$4.97K
IOCT icon
4542
Innovator International Developed Power Buffer ETF October
IOCT
$135M
$104K ﹤0.01%
3,535
-50,766
-93% -$1.49M
BST icon
4543
BlackRock Science and Technology Trust
BST
$1.42B
$103K ﹤0.01%
2,826
TAN icon
4544
Invesco Solar ETF
TAN
$726M
$103K ﹤0.01%
3,117
-20,165
-87% -$668K
ELEV
4545
DELISTED
Elevation Oncology
ELEV
$101K ﹤0.01%
180,375
+119,041
+194% +$67K
DFSI icon
4546
Dimensional International Sustainability Core 1 ETF
DFSI
$809M
$101K ﹤0.01%
3,085
+988
+47% +$32.5K
STEW
4547
SRH Total Return Fund
STEW
$1.77B
$101K ﹤0.01%
6,320
IGR
4548
CBRE Global Real Estate Income Fund
IGR
$778M
$101K ﹤0.01%
21,000
-6,600
-24% -$31.7K
GETY icon
4549
Getty Images
GETY
$809M
$101K ﹤0.01%
46,590
+2,434
+6% +$5.26K
GMGI icon
4550
Golden Matrix Group
GMGI
$141M
$101K ﹤0.01%
50,819
+41,752
+460% +$82.7K