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
FENI icon
4601
Fidelity Enhanced International ETF
FENI
$4.04B
$83.4K ﹤0.01%
+3,147
New +$83.4K
ASG
4602
Liberty All-Star Growth Fund
ASG
$347M
$83.1K ﹤0.01%
15,744
+3,917
+33% +$20.7K
FLHY icon
4603
Franklin High Yield Corporate ETF
FLHY
$640M
$82.8K ﹤0.01%
3,533
-77
-2% -$1.81K
NDLS icon
4604
Noodles & Co
NDLS
$30.7M
$82.2K ﹤0.01%
26,091
+66
+0.3% +$208
FOSL icon
4605
Fossil Group
FOSL
$168M
$81.6K ﹤0.01%
55,914
+22,018
+65% +$32.1K
FRAF icon
4606
Franklin Financial Services
FRAF
$212M
$81.6K ﹤0.01%
+2,586
New +$81.6K
MKTW icon
4607
MarketWise
MKTW
$49.2M
$81.6K ﹤0.01%
1,494
+467
+45% +$25.5K
HYLN icon
4608
Hyliion Holdings
HYLN
$284M
$81.5K ﹤0.01%
100,190
AFT
4609
DELISTED
Apollo Senior Floating Rate Fund Inc.
AFT
$81.3K ﹤0.01%
6,136
-770
-11% -$10.2K
WOMN icon
4610
Impact Shares Womens Empowerment ETF Trading
WOMN
$63.5M
$81.1K ﹤0.01%
2,435
-68
-3% -$2.27K
IGMS
4611
DELISTED
IGM Biosciences
IGMS
$81K ﹤0.01%
9,744
-4,531
-32% -$37.7K
BTM icon
4612
Bitcoin Depot
BTM
$268M
$80.8K ﹤0.01%
25,011
+15,010
+150% +$48.5K
RCKTW icon
4613
Rocket Pharmaceuticals, Inc. Warrant
RCKTW
$3.97M
0
-$25.2K
BBAI icon
4614
BigBear.ai
BBAI
$1.88B
$80.3K ﹤0.01%
37,538
+20,129
+116% +$43.1K
CLPR
4615
Clipper Realty
CLPR
$70.6M
$80.1K ﹤0.01%
14,839
+6,284
+73% +$33.9K
KC
4616
Kingsoft Cloud Holdings
KC
$4.45B
$79.8K ﹤0.01%
21,118
-19,712
-48% -$74.5K
EOSE icon
4617
Eos Energy Enterprises
EOSE
$2.29B
$79.6K ﹤0.01%
73,044
IXP icon
4618
iShares Global Comm Services ETF
IXP
$622M
$79.2K ﹤0.01%
1,062
+1,029
+3,118% +$76.8K
IGD
4619
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$472M
$79.1K ﹤0.01%
15,911
+9,379
+144% +$46.6K
FTXL icon
4620
First Trust Nasdaq Semiconductor ETF
FTXL
$310M
$79K ﹤0.01%
972
+851
+703% +$69.2K
LUNR icon
4621
Intuitive Machines
LUNR
$1.03B
$78.5K ﹤0.01%
30,714
+30,705
+341,167% +$78.5K
PLX icon
4622
Protalix BioTherapeutics
PLX
$144M
$77.8K ﹤0.01%
43,734
RLMD icon
4623
Relmada Therapeutics
RLMD
$52.8M
$77.8K ﹤0.01%
18,796
+17,937
+2,088% +$74.3K
USSG icon
4624
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$587M
$77.5K ﹤0.01%
1,751
+295
+20% +$13.1K
AMRN
4625
Amarin Corp
AMRN
$310M
$77.5K ﹤0.01%
4,451
-81
-2% -$1.41K