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
+3.06%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.26T
AUM Growth
+$14.3B
Cap. Flow
+$5.38B
Cap. Flow %
0.43%
Top 10 Hldgs %
25.81%
Holding
6,736
New
347
Increased
3,014
Reduced
2,161
Closed
355

Sector Composition

1 Technology 24.62%
2 Financials 10.74%
3 Consumer Discretionary 10.45%
4 Healthcare 8.46%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SOHU
4776
Sohu.com
SOHU
$480M
$50.2K ﹤0.01%
3,806
+65
+2% +$857
DRIP icon
4777
Direxion Daily S&P Oil & Gas Exp & Prod Bear 2X Shares
DRIP
$51.3M
$50.1K ﹤0.01%
4,600
+1,577
+52% +$17.2K
SNDA icon
4778
Sonida Senior Living
SNDA
$500M
$50K ﹤0.01%
2,168
+643
+42% +$14.8K
CURV icon
4779
Torrid Holdings
CURV
$189M
$49.8K ﹤0.01%
9,513
-11,263
-54% -$58.9K
IJAN icon
4780
Innovator International Developed Power Buffer ETF January
IJAN
$172M
$49.7K ﹤0.01%
1,644
-716
-30% -$21.6K
AEYE icon
4781
AudioEye
AEYE
$166M
$49.4K ﹤0.01%
3,246
+102
+3% +$1.55K
CXSE icon
4782
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$523M
$49.2K ﹤0.01%
+1,645
New +$49.2K
TLTW icon
4783
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.37B
$48.7K ﹤0.01%
2,072
-542
-21% -$12.7K
FOCT icon
4784
FT Vest US Equity Buffer ETF October
FOCT
$962M
$48.7K ﹤0.01%
1,142
-14,548
-93% -$620K
SCYX icon
4785
SCYNEXIS
SCYX
$47M
$48.6K ﹤0.01%
+40,199
New +$48.6K
GCOW icon
4786
Pacer Global Cash Cows Dividend ETF
GCOW
$2.46B
$48.5K ﹤0.01%
1,436
-4,585
-76% -$155K
TDTF icon
4787
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$889M
$48.5K ﹤0.01%
2,083
-7
-0.3% -$163
SBR
4788
Sabine Royalty Trust
SBR
$1.12B
$48.2K ﹤0.01%
744
-284
-28% -$18.4K
ESGG icon
4789
FlexShares STOXX Global ESG Select Index Fund
ESGG
$97.6M
$48.1K ﹤0.01%
286
+277
+3,078% +$46.5K
FICS icon
4790
First Trust International Developed Capital Strength ETF
FICS
$228M
$48K ﹤0.01%
1,415
+168
+13% +$5.7K
FBRX icon
4791
Forte Biosciences
FBRX
$131M
$47.8K ﹤0.01%
2,103
+2,100
+70,000% +$47.7K
CHT icon
4792
Chunghwa Telecom
CHT
$34.8B
$47.3K ﹤0.01%
1,255
-1,881
-60% -$70.8K
WIP icon
4793
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$343M
$47.2K ﹤0.01%
1,305
+1,138
+681% +$41.2K
TPZ
4794
Tortoise Power & Energy Infrastructure Fund
TPZ
$123M
$47.1K ﹤0.01%
+2,349
New +$47.1K
ZH
4795
Zhihu
ZH
$464M
$47.1K ﹤0.01%
13,295
-14,634
-52% -$51.8K
FEP icon
4796
First Trust Europe AlphaDEX Fund
FEP
$341M
$46.8K ﹤0.01%
1,305
-1,002
-43% -$35.9K
POWW icon
4797
Outdoor Holding Company Common Stock
POWW
$178M
$46.7K ﹤0.01%
42,440
+554
+1% +$609
SDHC icon
4798
Smith Douglas Homes
SDHC
$993M
$46.6K ﹤0.01%
1,818
-19,525
-91% -$501K
AGQ icon
4799
ProShares Ultra Silver
AGQ
$897M
$46.6K ﹤0.01%
1,384
-1,331
-49% -$44.8K
RBOT icon
4800
Vicarious Surgical
RBOT
$34.6M
$46.5K ﹤0.01%
3,531
+2,044
+137% +$26.9K