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
BAR icon
4576
GraniteShares Gold Shares
BAR
$1.21B
$62.6K ﹤0.01%
3,217
+264
+9% +$5.14K
AMZA icon
4577
InfraCap MLP ETF
AMZA
$403M
$62K ﹤0.01%
1,955
+156
+9% +$4.95K
EYPT icon
4578
EyePoint Pharmaceuticals
EYPT
$920M
$62K ﹤0.01%
20,868
+5,217
+33% +$15.5K
MDIV icon
4579
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$435M
$62K ﹤0.01%
4,262
RNW icon
4580
ReNew
RNW
$2.76B
$62K ﹤0.01%
11,007
-166,416
-94% -$937K
SPHB icon
4581
Invesco S&P 500 High Beta ETF
SPHB
$448M
$61.8K ﹤0.01%
883
-9,803
-92% -$686K
REET icon
4582
iShares Global REIT ETF
REET
$3.92B
$61.6K ﹤0.01%
2,689
+111
+4% +$2.54K
VTWG icon
4583
Vanguard Russell 2000 Growth ETF
VTWG
$1.09B
$61.5K ﹤0.01%
369
+55
+18% +$9.17K
AMTX icon
4584
Aemetis
AMTX
$137M
$61K ﹤0.01%
26,484
+6,095
+30% +$14K
APLT icon
4585
Applied Therapeutics
APLT
$60.6M
$61K ﹤0.01%
75,746
+75,358
+19,422% +$60.7K
JKS
4586
JinkoSolar
JKS
$1.3B
$61K ﹤0.01%
1,205
+1,105
+1,105% +$55.9K
NEUE icon
4587
NeueHealth
NEUE
$60.1M
$61K ﹤0.01%
3,442
+658
+24% +$11.7K
HYT icon
4588
BlackRock Corporate High Yield Fund
HYT
$1.54B
$60K ﹤0.01%
+6,935
New +$60K
NXJ icon
4589
Nuveen New Jersey Quality Municipal Income Fund
NXJ
$498M
$60K ﹤0.01%
+5,131
New +$60K
PMTS icon
4590
CPI Card Group
PMTS
$169M
$60K ﹤0.01%
1,342
+1,329
+10,223% +$59.4K
VEL icon
4591
Velocity Financial
VEL
$720M
$60K ﹤0.01%
6,594
+790
+14% +$7.19K
AIP icon
4592
Arteris
AIP
$373M
$59K ﹤0.01%
13,869
-2,383
-15% -$10.1K
FT
4593
Franklin Universal Trust
FT
$200M
$59K ﹤0.01%
+8,335
New +$59K
AIVL icon
4594
WisdomTree US AI Enhanced Value Fund
AIVL
$391M
$58.9K ﹤0.01%
643
-1,542
-71% -$141K
IBHF icon
4595
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$948M
$58K ﹤0.01%
+2,549
New +$58K
KRT icon
4596
Karat Packaging
KRT
$481M
$58K ﹤0.01%
4,345
+43
+1% +$574
VHI icon
4597
Valhi
VHI
$458M
$58K ﹤0.01%
3,312
-380
-10% -$6.66K
LLAP
4598
DELISTED
Terran Orbital Corporation
LLAP
$58K ﹤0.01%
31,538
+3,174
+11% +$5.84K
BBIG
4599
DELISTED
Vinco Ventures, Inc. Common Stock
BBIG
$58K ﹤0.01%
9,023
-971
-10% -$6.24K
FSMB icon
4600
First Trust Short Duration Managed Municipal ETF
FSMB
$484M
$57.8K ﹤0.01%
2,908
+552
+23% +$11K