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
+11.29%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$979B
AUM Growth
+$122B
Cap. Flow
+$26.9B
Cap. Flow %
2.75%
Top 10 Hldgs %
20.99%
Holding
6,985
New
460
Increased
3,284
Reduced
2,043
Closed
468

Sector Composition

1 Technology 21.83%
2 Healthcare 10.29%
3 Financials 9.88%
4 Consumer Discretionary 9.44%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BNT
4551
Brookfield Wealth Solutions Ltd.
BNT
$19.3B
$94.2K ﹤0.01%
2,334
+84
+4% +$3.39K
PPTA
4552
Perpetua Resources
PPTA
$1.86B
$93.9K ﹤0.01%
29,634
+5,151
+21% +$16.3K
HUDAR
4553
DELISTED
Hudson Acquisition I Corp. Right
HUDAR
$93.7K ﹤0.01%
+493,260
New +$93.7K
IVAL icon
4554
Alpha Architect International Quantitative Value ETF
IVAL
$176M
$93.6K ﹤0.01%
+3,737
New +$93.6K
LAC
4555
Lithium Americas
LAC
$691M
$93.4K ﹤0.01%
+14,601
New +$93.4K
ERX icon
4556
Direxion Daily Energy Bull 2X Shares
ERX
$221M
$93.1K ﹤0.01%
1,646
+19
+1% +$1.08K
BCOV
4557
DELISTED
Brightcove, Inc.
BCOV
$93.1K ﹤0.01%
35,933
+5,177
+17% +$13.4K
EWN icon
4558
iShares MSCI Netherlands ETF
EWN
$260M
$93.1K ﹤0.01%
2,085
+140
+7% +$6.25K
OPRT icon
4559
Oportun Financial
OPRT
$293M
$92.6K ﹤0.01%
23,687
+23,447
+9,770% +$91.7K
TSQ icon
4560
Townsquare Media
TSQ
$115M
$92.6K ﹤0.01%
8,767
+1,195
+16% +$12.6K
EWQ icon
4561
iShares MSCI France ETF
EWQ
$391M
$92.5K ﹤0.01%
2,362
-2,506,733
-100% -$98.2M
MCRB icon
4562
Seres Therapeutics
MCRB
$139M
$92.4K ﹤0.01%
3,301
-3,882
-54% -$109K
XOMA icon
4563
Xoma
XOMA
$452M
$92.4K ﹤0.01%
4,992
-134
-3% -$2.48K
UOCT icon
4564
Innovator US Equity Ultra Buffer ETF October
UOCT
$141M
$92.2K ﹤0.01%
+2,848
New +$92.2K
ACIO icon
4565
Aptus Collared Investment Opportunity ETF
ACIO
$2.1B
$91.4K ﹤0.01%
2,757
-1,202
-30% -$39.9K
KFS icon
4566
Kingsway Financial Services
KFS
$414M
$91.3K ﹤0.01%
10,872
+3,972
+58% +$33.4K
MACK
4567
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
$91K ﹤0.01%
6,789
+2
+0% +$27
HQI icon
4568
HireQuest
HQI
$141M
$90.8K ﹤0.01%
5,916
+1,942
+49% +$29.8K
CONXW
4569
DELISTED
CONX Corp. Warrant
CONXW
0
-$44.5K
SAND icon
4570
Sandstorm Gold
SAND
$3.46B
$90.3K ﹤0.01%
17,952
-674,952
-97% -$3.39M
MOND
4571
DELISTED
Mondee Holdings, Inc. Class A Common Stock
MOND
$90.2K ﹤0.01%
32,680
+2,294
+8% +$6.33K
MUJ icon
4572
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
$607M
$89.8K ﹤0.01%
+7,867
New +$89.8K
PIFI icon
4573
ClearShares Piton Intermediate Fixed Income ETF
PIFI
$111M
$89.2K ﹤0.01%
965
+72
+8% +$6.66K
HYLB icon
4574
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.93B
$89.2K ﹤0.01%
2,510
+35
+1% +$1.24K
NORW icon
4575
Global X MSCI Norway ETF
NORW
$57M
$89.2K ﹤0.01%
3,500