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
+11.39%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.12T
AUM Growth
+$146B
Cap. Flow
+$51.6B
Cap. Flow %
4.59%
Top 10 Hldgs %
22.59%
Holding
6,913
New
394
Increased
2,972
Reduced
2,339
Closed
499

Sector Composition

1 Technology 22.83%
2 Healthcare 10.08%
3 Consumer Discretionary 9.55%
4 Financials 9.44%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
VMO icon
4551
Invesco Municipal Opportunity Trust
VMO
$642M
$89.5K ﹤0.01%
9,202
+266
+3% +$2.59K
AGNG icon
4552
Global X Aging Population ETF
AGNG
$64.6M
$89.5K ﹤0.01%
+2,972
New +$89.5K
DNP icon
4553
DNP Select Income Fund
DNP
$3.7B
$89.4K ﹤0.01%
9,859
+2,379
+32% +$21.6K
UDEC icon
4554
Innovator US Equity Ultra Buffer ETF December
UDEC
$297M
$89.2K ﹤0.01%
+2,670
New +$89.2K
VGM icon
4555
Invesco Trust Investment Grade Municipals
VGM
$547M
$89.1K ﹤0.01%
+9,034
New +$89.1K
NEA icon
4556
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.37B
$89K ﹤0.01%
+8,039
New +$89K
TRVI icon
4557
Trevi Therapeutics
TRVI
$992M
$87.8K ﹤0.01%
25,463
-1,520
-6% -$5.24K
MQY icon
4558
BlackRock MuniYield Quality Fund
MQY
$851M
$87.5K ﹤0.01%
7,142
-72,408
-91% -$887K
PEO
4559
Adams Natural Resources Fund
PEO
$578M
$87.4K ﹤0.01%
3,942
-3,650
-48% -$81K
BBAI icon
4560
BigBear.ai
BBAI
$2.54B
$87.4K ﹤0.01%
42,612
+5,074
+14% +$10.4K
ZVRA icon
4561
Zevra Therapeutics
ZVRA
$431M
$87.4K ﹤0.01%
15,061
-11,833
-44% -$68.6K
AFT
4562
DELISTED
Apollo Senior Floating Rate Fund Inc.
AFT
$87.3K ﹤0.01%
6,126
-10
-0.2% -$143
SAVAW
4563
DELISTED
Cassava Sciences, Inc. Warrant
SAVAW
0
AMRN
4564
Amarin Corp
AMRN
$317M
$86.9K ﹤0.01%
4,875
+424
+10% +$7.55K
NUGT icon
4565
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$954M
$86.8K ﹤0.01%
+2,527
New +$86.8K
FTXL icon
4566
First Trust Nasdaq Semiconductor ETF
FTXL
$322M
$86.7K ﹤0.01%
957
-15
-2% -$1.36K
SURG icon
4567
SurgePays
SURG
$58M
$86.6K ﹤0.01%
+22,500
New +$86.6K
INSE icon
4568
Inspired Entertainment
INSE
$258M
$86.6K ﹤0.01%
8,785
-5,945
-40% -$58.6K
ACRS icon
4569
Aclaris Therapeutics
ACRS
$207M
$86.4K ﹤0.01%
69,668
+95
+0.1% +$118
ALIM
4570
DELISTED
Alimera Sciences
ALIM
$86.3K ﹤0.01%
22,135
+22,074
+36,187% +$86.1K
EWN icon
4571
iShares MSCI Netherlands ETF
EWN
$270M
$86.2K ﹤0.01%
1,741
-344
-16% -$17K
ATAT icon
4572
Atour Lifestyle Holdings
ATAT
$5.54B
$86.1K ﹤0.01%
4,799
-43,790
-90% -$786K
NORW icon
4573
Global X MSCI Norway ETF
NORW
$56.3M
$85.9K ﹤0.01%
3,500
KNDI
4574
Kandi Technologies Group
KNDI
$110M
$85.7K ﹤0.01%
40,425
+34,763
+614% +$73.7K
CLAR icon
4575
Clarus
CLAR
$142M
$85.4K ﹤0.01%
12,656
-7,526
-37% -$50.8K