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
+7.03%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$698B
AUM Growth
+$75.5B
Cap. Flow
+$37.5B
Cap. Flow %
5.37%
Top 10 Hldgs %
16.42%
Holding
5,606
New
543
Increased
2,701
Reduced
1,651
Closed
188

Sector Composition

1 Technology 16.81%
2 Financials 11.84%
3 Consumer Discretionary 10.87%
4 Healthcare 10.26%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
DFEN icon
4801
Direxion Daily Aerospace & Defense Bull 3X Shares
DFEN
$325M
$13K ﹤0.01%
+593
New +$13K
FENG
4802
Phoenix New Media
FENG
$27.6M
$13K ﹤0.01%
1,198
KBA icon
4803
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$233M
$13K ﹤0.01%
300
+160
+114% +$6.93K
TSQ icon
4804
Townsquare Media
TSQ
$116M
$13K ﹤0.01%
+1,192
New +$13K
WIMI
4805
WiMi Hologram Cloud
WIMI
$41.1M
$13K ﹤0.01%
+199
New +$13K
CIH
4806
DELISTED
China Index Holdings Limited American Depository Shares
CIH
$13K ﹤0.01%
5,745
+5,600
+3,862% +$12.7K
HYACU
4807
DELISTED
Haymaker Acquisition Corp. III Unit
HYACU
$13K ﹤0.01%
+1,333
New +$13K
DMYD
4808
DELISTED
dMY Technology Group, Inc. II
DMYD
$13K ﹤0.01%
891
+766
+613% +$11.2K
CLSD icon
4809
Clearside Biomedical
CLSD
$27.1M
$12K ﹤0.01%
5,000
+2,500
+100% +$6K
CWI icon
4810
SPDR MSCI ACWI ex-US ETF
CWI
$2B
$12K ﹤0.01%
408
-1,320
-76% -$38.8K
DFH icon
4811
Dream Finders Homes
DFH
$2.69B
$12K ﹤0.01%
+507
New +$12K
EWD icon
4812
iShares MSCI Sweden ETF
EWD
$326M
$12K ﹤0.01%
262
-277,639
-100% -$12.7M
LTRYW icon
4813
Lottery.com, Inc. Warrants
LTRYW
$258K
0
PEO
4814
Adams Natural Resources Fund
PEO
$580M
$12K ﹤0.01%
877
PID icon
4815
Invesco International Dividend Achievers ETF
PID
$864M
$12K ﹤0.01%
700
CTG
4816
DELISTED
Computer Task Group, Inc.
CTG
$12K ﹤0.01%
1,228
+1,013
+471% +$9.9K
JAX
4817
DELISTED
J. Alexander's Holdings, Inc.
JAX
$12K ﹤0.01%
1,273
+794
+166% +$7.49K
FM
4818
DELISTED
iShares Frontier and Select EM ETF
FM
$12K ﹤0.01%
400
GAMR icon
4819
Amplify Video Game Tech ETF
GAMR
$49.2M
$11K ﹤0.01%
+110
New +$11K
INKM icon
4820
SPDR SSGA Income Allocation ETF
INKM
$74.7M
$11K ﹤0.01%
330
KTCC icon
4821
Key Tronic
KTCC
$35.3M
$11K ﹤0.01%
+1,378
New +$11K
MTA
4822
Metalla Royalty & Streaming
MTA
$515M
$11K ﹤0.01%
1,282
USCI icon
4823
US Commodity Index
USCI
$263M
$11K ﹤0.01%
316
+246
+351% +$8.56K
BMTX
4824
DELISTED
BM Technologies, Inc.
BMTX
$11K ﹤0.01%
+983
New +$11K
DMK
4825
DELISTED
DMK Pharmaceuticals Corporation Common Stock
DMK
$11K ﹤0.01%
+169
New +$11K