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
+1.17%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$466B
AUM Growth
-$5.85B
Cap. Flow
-$12.4B
Cap. Flow %
-2.66%
Top 10 Hldgs %
16.67%
Holding
5,119
New
195
Increased
2,553
Reduced
1,617
Closed
246
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
EARN
4801
Ellington Residential Mortgage REIT
EARN
$212M
-474
Closed -$5K
EDF
4802
Virtus Stone Harbor Emerging Markets Income Fund
EDF
$159M
$0 ﹤0.01%
+1
New
EEMS icon
4803
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$395M
-900
Closed -$40K
EMD
4804
Western Asset Emerging Markets Debt Fund
EMD
$607M
-436
Closed -$6K
EMDV icon
4805
ProShares MSCI Emerging Markets Dividend Growers ETF
EMDV
$7.15M
-2,974
Closed -$174K
EMF
4806
Templeton Emerging Markets Fund
EMF
$231M
-215
Closed -$3K
EMXC icon
4807
iShares MSCI Emerging Markets ex China ETF
EMXC
$13B
-550
Closed -$27K
ENZL icon
4808
iShares MSCI New Zealand ETF
ENZL
$73.8M
-2
Closed
EPS icon
4809
WisdomTree US LargeCap Fund
EPS
$1.23B
-513
Closed -$17K
EQ icon
4810
Equillium
EQ
$114M
$0 ﹤0.01%
63
ESTA icon
4811
Establishment Labs
ESTA
$1.13B
-13,014
Closed -$273K
ETG
4812
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.59B
-554
Closed -$9K
EUDV icon
4813
ProShares MSCI Europe Dividend Growers ETF
EUDV
$8.7M
-5,000
Closed -$202K
OPPE
4814
WisdomTree European Opportunities Fund
OPPE
$141M
-4,433
Closed -$133K
EVG
4815
Eaton Vance Short Duration Diversified Income Fund
EVG
$153M
-341
Closed -$5K
EVT icon
4816
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.86B
-341
Closed -$8K
EWQ icon
4817
iShares MSCI France ETF
EWQ
$383M
-72,462
Closed -$2.21M
EZJ icon
4818
ProShares Ultra MSCI Japan
EZJ
$9.08M
-240
Closed -$8K
FAS icon
4819
Direxion Daily Financial Bull 3x Shares
FAS
$2.59B
-400
Closed -$29K
FDRR icon
4820
Fidelity Dividend ETF for Rising Rates
FDRR
$608M
-520
Closed -$16K
FENG
4821
Phoenix New Media
FENG
$27.7M
-425
Closed -$9K
FFTY icon
4822
Innovator IBD 50 ETF
FFTY
$73.9M
-20,421
Closed -$695K
FGM icon
4823
First Trust Germany AlphaDEX Fund
FGM
$71.1M
-235
Closed -$10K
FNDB icon
4824
Schwab Fundamental US Broad Market Index ETF
FNDB
$986M
-1,227
Closed -$16K
FPXI icon
4825
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$157M
-2,506
Closed -$90K