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
MNSB icon
4776
MainStreet Bancshares
MNSB
$167M
$62.9K ﹤0.01%
3,329
+3,324
+66,480% +$62.8K
DAUG icon
4777
FT Vest US Equity Deep Buffer ETF August
DAUG
$345M
$62.9K ﹤0.01%
1,510
-1,423
-49% -$59.3K
HRTS icon
4778
Tema ETF Trust Tema Heart & Health ETF
HRTS
$52.7M
$62.9K ﹤0.01%
+2,200
New +$62.9K
CZWI icon
4779
Citizens Community Bancorp
CZWI
$162M
$62.8K ﹤0.01%
+4,551
New +$62.8K
BEEP icon
4780
Mobile Infrastructure Corporation Common Stock
BEEP
$146M
$62.8K ﹤0.01%
13,854
+13,831
+60,135% +$62.7K
TCX icon
4781
Tucows
TCX
$204M
$62.8K ﹤0.01%
3,184
-584
-15% -$11.5K
BVFL icon
4782
BV Financial
BVFL
$165M
$62.6K ﹤0.01%
+4,109
New +$62.6K
CSQ icon
4783
Calamos Strategic Total Return Fund
CSQ
$3.07B
$62.5K ﹤0.01%
3,428
QXO.PRB
4784
QXO, Inc. Depositary Shares, each representing a 1/20th interest in a share of 5.50% Series B Mandatory Convertible Preferred Stock
QXO.PRB
$683M
$62.3K ﹤0.01%
+1,005
New +$62.3K
ABLG
4785
Abacus FCF International Leaders ETF
ABLG
$32.3M
$62.3K ﹤0.01%
2,004
-10,737
-84% -$334K
SHAG icon
4786
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$43.3M
$62.1K ﹤0.01%
1,298
-256
-16% -$12.3K
ABAT icon
4787
American Battery Technology Co
ABAT
$215M
$62.1K ﹤0.01%
+38,343
New +$62.1K
WTBN icon
4788
WisdomTree Bianco Total Return Fund
WTBN
$73.5M
$62.1K ﹤0.01%
+2,440
New +$62.1K
AOUT icon
4789
American Outdoor Brands
AOUT
$111M
$62K ﹤0.01%
5,934
+5,806
+4,536% +$60.7K
FORA icon
4790
Forian
FORA
$70M
$61.8K ﹤0.01%
31,509
+1,470
+5% +$2.88K
DSGN icon
4791
Design Therapeutics
DSGN
$343M
$61.8K ﹤0.01%
18,325
-952
-5% -$3.21K
ACTG icon
4792
Acacia Research
ACTG
$317M
$61.7K ﹤0.01%
17,247
-713,408
-98% -$2.55M
NRT
4793
North European Oil Royalty Trust
NRT
$48.5M
$61.7K ﹤0.01%
12,317
LNSR icon
4794
LENSAR
LNSR
$149M
$61.6K ﹤0.01%
4,674
+3,991
+584% +$52.6K
ASA
4795
ASA Gold and Precious Metals
ASA
$783M
$61.3K ﹤0.01%
+1,942
New +$61.3K
IIGD icon
4796
Invesco Investment Grade Defensive ETF
IIGD
$27.4M
$61.2K ﹤0.01%
+2,480
New +$61.2K
BFIN icon
4797
BankFinancial
BFIN
$153M
$61.2K ﹤0.01%
+5,292
New +$61.2K
STXS icon
4798
Stereotaxis
STXS
$260M
$60.9K ﹤0.01%
28,737
-10,369
-27% -$22K
BKTI icon
4799
BK Technologies
BKTI
$267M
$60.7K ﹤0.01%
1,287
-4,207
-77% -$198K
FINX icon
4800
Global X FinTech ETF
FINX
$300M
$59.9K ﹤0.01%
1,749
-559
-24% -$19.1K