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
+13.64%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.45T
AUM Growth
+$141B
Cap. Flow
+$5.68B
Cap. Flow %
0.39%
Top 10 Hldgs %
26.46%
Holding
6,883
New
436
Increased
2,262
Reduced
2,874
Closed
680

Sector Composition

1 Technology 25.87%
2 Financials 10.43%
3 Consumer Discretionary 10.13%
4 Communication Services 7.61%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PAMT
4626
PAMT CORP Common Stock
PAMT
$258M
$88K ﹤0.01%
6,837
-4,795
-41% -$61.7K
DEFT
4627
Defi Technologies, Inc.
DEFT
$835M
$87.9K ﹤0.01%
+30,000
New +$87.9K
CRD.A icon
4628
Crawford & Co Class A
CRD.A
$527M
$87.8K ﹤0.01%
8,303
+995
+14% +$10.5K
KYN icon
4629
Kayne Anderson Energy Infrastructure Fund
KYN
$2.06B
$87.6K ﹤0.01%
6,883
+6,877
+114,617% +$87.5K
VEGA icon
4630
AdvisorShares STAR Global Buy-Write ETF
VEGA
$70.9M
$87.5K ﹤0.01%
+1,897
New +$87.5K
WRN
4631
Western Copper and Gold
WRN
$337M
$87.4K ﹤0.01%
+69,900
New +$87.4K
PEBK icon
4632
Peoples Bancorp of North Carolina
PEBK
$167M
$87.2K ﹤0.01%
3,022
-4,134
-58% -$119K
FBTC icon
4633
Fidelity Wise Origin Bitcoin Fund
FBTC
$15.4B
$87.1K ﹤0.01%
926
-1,929
-68% -$181K
GCBC icon
4634
Greene County Bancorp
GCBC
$407M
$87K ﹤0.01%
3,914
-5,449
-58% -$121K
EWN icon
4635
iShares MSCI Netherlands ETF
EWN
$260M
$86.9K ﹤0.01%
1,594
-27
-2% -$1.47K
FTXL icon
4636
First Trust Nasdaq Semiconductor ETF
FTXL
$310M
$86.5K ﹤0.01%
901
FLAU icon
4637
Franklin FTSE Australia ETF
FLAU
$79.4M
$86K ﹤0.01%
2,774
-743
-21% -$23K
PESI icon
4638
Perma-Fix Environmental Services
PESI
$168M
$86K ﹤0.01%
8,176
-61
-0.7% -$642
COLO
4639
Global X MSCI Colombia ETF
COLO
$101M
$85.8K ﹤0.01%
+2,974
New +$85.8K
IGBH icon
4640
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
$106M
$85.7K ﹤0.01%
3,555
+2,082
+141% +$50.2K
JYNT icon
4641
The Joint Corp
JYNT
$154M
$85.5K ﹤0.01%
7,412
+1,810
+32% +$20.9K
KYTX icon
4642
Kyverna Therapeutics
KYTX
$170M
$85.5K ﹤0.01%
27,855
-11,647
-29% -$35.8K
CURI icon
4643
CuriosityStream
CURI
$281M
$85.4K ﹤0.01%
15,168
+15,104
+23,600% +$85K
CGDG icon
4644
Capital Group Dividend Growers ETF
CGDG
$3.24B
$84.8K ﹤0.01%
2,522
-8,509
-77% -$286K
HPK icon
4645
HighPeak Energy
HPK
$899M
$84.7K ﹤0.01%
8,643
+677
+8% +$6.64K
LE icon
4646
Lands' End
LE
$475M
$84.3K ﹤0.01%
7,867
-48,392
-86% -$518K
QSPT icon
4647
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$411M
$84.2K ﹤0.01%
2,848
+1,127
+65% +$33.3K
AU icon
4648
AngloGold Ashanti
AU
$33.5B
$84.2K ﹤0.01%
1,847
-436
-19% -$19.9K
PEO
4649
Adams Natural Resources Fund
PEO
$580M
$83.9K ﹤0.01%
3,927
+43
+1% +$919
OCTM
4650
FT Vest U.S. Equity Max Buffer ETF - October
OCTM
$25.7M
$83.8K ﹤0.01%
2,667
-11,112
-81% -$349K