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
THQ
4601
abrdn Healthcare Opportunities Fund
THQ
$709M
$57.8K ﹤0.01%
3,056
+2,800
+1,094% +$53K
EUSA icon
4602
iShares MSCI USA Equal Weighted ETF
EUSA
$1.57B
$57.4K ﹤0.01%
760
-14
-2% -$1.06K
INSG icon
4603
Inseego
INSG
$200M
$57K ﹤0.01%
9,884
+1,724
+21% +$9.94K
REFI
4604
Chicago Atlantic Real Estate Finance
REFI
$279M
$57K ﹤0.01%
4,192
+1,112
+36% +$15.1K
TTCF
4605
DELISTED
Tattooed Chef, Inc Class A Common Stock
TTCF
$57K ﹤0.01%
40,312
-10,132
-20% -$14.3K
HYI
4606
Western Asset High Yield Opportunity Fund Inc.
HYI
$273M
$56K ﹤0.01%
+4,636
New +$56K
LVROW icon
4607
Lavoro Limited Warrant
LVROW
0
RWK icon
4608
Invesco S&P MidCap 400 Revenue ETF
RWK
$996M
$56K ﹤0.01%
615
EWN icon
4609
iShares MSCI Netherlands ETF
EWN
$260M
$55K ﹤0.01%
1,300
+1,239
+2,031% +$52.4K
MUE icon
4610
BlackRock MuniHoldings Quality Fund II
MUE
$220M
$55K ﹤0.01%
5,428
-447
-8% -$4.53K
SOHU
4611
Sohu.com
SOHU
$480M
$55K ﹤0.01%
3,741
PFSW
4612
DELISTED
PFSweb, Inc.
PFSW
$55K ﹤0.01%
12,971
+3,376
+35% +$14.3K
USSG icon
4613
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$587M
$54.7K ﹤0.01%
1,456
-7,095
-83% -$267K
POCT icon
4614
Innovator US Equity Power Buffer ETF October
POCT
$775M
$54.2K ﹤0.01%
1,713
AMPX icon
4615
Amprius Technologies
AMPX
$1.02B
$54K ﹤0.01%
6,190
+684
+12% +$5.97K
CSPI icon
4616
CSP Inc
CSPI
$110M
$54K ﹤0.01%
8,000
EVG
4617
Eaton Vance Short Duration Diversified Income Fund
EVG
$153M
$54K ﹤0.01%
5,200
+4,638
+825% +$48.2K
MFUL icon
4618
Mindful Conservative ETF
MFUL
$33.3M
$54K ﹤0.01%
+2,507
New +$54K
OUSA icon
4619
ALPS O'Shares US Quality Dividend ETF
OUSA
$826M
$53.4K ﹤0.01%
1,263
-98
-7% -$4.15K
CLPR
4620
Clipper Realty
CLPR
$70.6M
$53K ﹤0.01%
9,170
+2,243
+32% +$13K
EEX icon
4621
Emerald Holding
EEX
$980M
$53K ﹤0.01%
+14,343
New +$53K
SMLR icon
4622
Semler Scientific
SMLR
$432M
$53K ﹤0.01%
+1,974
New +$53K
UTF icon
4623
Cohen & Steers Infrastructure Fund
UTF
$2.48B
$53K ﹤0.01%
2,164
VIEW
4624
DELISTED
View, Inc. Class A Common Stock
VIEW
$53K ﹤0.01%
1,761
+702
+66% +$21.1K
SFLR icon
4625
Innovator Equity Managed Floor ETF
SFLR
$990M
$52.5K ﹤0.01%
2,165