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
RMBI icon
4801
Richmond Mutual Bancorp
RMBI
$140M
$59.8K ﹤0.01%
4,333
+4,319
+30,850% +$59.6K
SEAT icon
4802
Vivid Seats
SEAT
$110M
$59.4K ﹤0.01%
1,758
-289
-14% -$9.77K
EDOW icon
4803
First Trust Dow 30 Equal Weight ETF
EDOW
$224M
$59.2K ﹤0.01%
1,544
-972
-39% -$37.3K
LAKE icon
4804
Lakeland Industries
LAKE
$139M
$58.9K ﹤0.01%
+4,328
New +$58.9K
HPE.PRC
4805
Hewlett Packard Enterprise Company 7.625% Series C Mandatory Convertible Preferred Stock
HPE.PRC
$2.06B
$58.9K ﹤0.01%
1,000
-7,200
-88% -$424K
PHVS icon
4806
Pharvaris
PHVS
$1.49B
$58.8K ﹤0.01%
3,342
+783
+31% +$13.8K
EBMT icon
4807
Eagle Bancorp Montana
EBMT
$138M
$58.7K ﹤0.01%
3,520
+2,456
+231% +$40.9K
JMBS icon
4808
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.35B
$58.6K ﹤0.01%
1,301
+199
+18% +$8.97K
ALTO icon
4809
Alto Ingredients
ALTO
$91.3M
$58.4K ﹤0.01%
50,787
+50,785
+2,539,250% +$58.4K
HYLS icon
4810
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.68B
$58.2K ﹤0.01%
1,392
+841
+153% +$35.2K
GBTC icon
4811
Grayscale Bitcoin Trust
GBTC
$46.9B
$58.1K ﹤0.01%
685
-689
-50% -$58.4K
OVBC icon
4812
Ohio Valley Banc Corp
OVBC
$174M
$58.1K ﹤0.01%
+1,802
New +$58.1K
SLND icon
4813
Southland Holdings
SLND
$230M
$57.9K ﹤0.01%
13,853
-7,518
-35% -$31.4K
FPH icon
4814
Five Point Holdings
FPH
$417M
$57.8K ﹤0.01%
10,514
-50,521
-83% -$278K
TRMD icon
4815
TORM
TRMD
$2.21B
$57.8K ﹤0.01%
3,470
KOD icon
4816
Kodiak Sciences
KOD
$489M
$57.7K ﹤0.01%
15,469
+40
+0.3% +$149
UBFO icon
4817
United Security Bancshares
UBFO
$165M
$57.6K ﹤0.01%
6,660
+6,567
+7,061% +$56.8K
LARK icon
4818
Landmark Bancorp
LARK
$154M
$57.6K ﹤0.01%
2,178
+2,153
+8,612% +$56.9K
TOI icon
4819
The Oncology Institute
TOI
$285M
$57.3K ﹤0.01%
27,935
+27,881
+51,631% +$57.2K
NB
4820
NioCorp Developments
NB
$384M
$57.2K ﹤0.01%
24,533
+24,482
+48,004% +$57K
SOR
4821
Source Capital
SOR
$371M
$57.1K ﹤0.01%
1,317
MINO icon
4822
PIMCO Municipal Income Opportunities Active ETF
MINO
$339M
$57K ﹤0.01%
1,288
-102,293
-99% -$4.52M
BAMB icon
4823
Brookstone Intermediate Bond ETF
BAMB
$65.5M
$57K ﹤0.01%
+2,161
New +$57K
FAB icon
4824
First Trust Multi Cap Value AlphaDEX Fund
FAB
$123M
$56.9K ﹤0.01%
700
-403
-37% -$32.8K
DBO icon
4825
Invesco DB Oil Fund
DBO
$228M
$56.8K ﹤0.01%
4,297
-348
-7% -$4.6K