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
EUFN icon
4826
iShares MSCI Europe Financials ETF
EUFN
$4.4B
$10K ﹤0.01%
530
MVST icon
4827
Microvast
MVST
$910M
$10K ﹤0.01%
+801
New +$10K
RELL icon
4828
Richardson Electronics
RELL
$139M
$10K ﹤0.01%
+1,621
New +$10K
SPAB icon
4829
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.64B
$10K ﹤0.01%
331
-157
-32% -$4.74K
SPIB icon
4830
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.6B
$10K ﹤0.01%
294
+259
+740% +$8.81K
UXIN
4831
Uxin Ltd
UXIN
$693M
$10K ﹤0.01%
83
-20
-19% -$2.41K
YRD
4832
Yiren Digital
YRD
$500M
$10K ﹤0.01%
1,950
+1,750
+875% +$8.97K
AIVC
4833
Amplify Bloomberg AI Value Chain ETF
AIVC
$30M
$10K ﹤0.01%
+200
New +$10K
AUMN
4834
DELISTED
Golden Minerals Company
AUMN
$10K ﹤0.01%
608
+5
+0.8% +$82
CEM
4835
DELISTED
ClearBridge MLP and Midstream Fund Inc.
CEM
$10K ﹤0.01%
440
RPLA
4836
DELISTED
Replay Acquisition Corp. Ordinary Shares
RPLA
$10K ﹤0.01%
1,000
BLPH
4837
DELISTED
Bellerophon Therapeutics, Inc.
BLPH
$10K ﹤0.01%
1,900
-8,801
-82% -$46.3K
CVGI icon
4838
Commercial Vehicle Group
CVGI
$67.3M
$9K ﹤0.01%
910
-41,661
-98% -$412K
GGME icon
4839
Invesco Next Gen Media and Gaming ETF
GGME
$159M
$9K ﹤0.01%
+185
New +$9K
INDY icon
4840
iShares S&P India Nifty 50 Index Fund
INDY
$647M
$9K ﹤0.01%
214
+100
+88% +$4.21K
IQLT icon
4841
iShares MSCI Intl Quality Factor ETF
IQLT
$12.9B
$9K ﹤0.01%
244
JPSE icon
4842
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$507M
$9K ﹤0.01%
204
MMYT icon
4843
MakeMyTrip
MMYT
$9.31B
$9K ﹤0.01%
+273
New +$9K
SMIN icon
4844
iShares MSCI India Small-Cap ETF
SMIN
$913M
$9K ﹤0.01%
+188
New +$9K
TAOP icon
4845
Taoping
TAOP
$5.06M
$9K ﹤0.01%
+3
New +$9K
ZROZ icon
4846
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.7B
$9K ﹤0.01%
+66
New +$9K
JYAC
4847
DELISTED
Jiya Acquisition Corp. Class A Common Stock
JYAC
$9K ﹤0.01%
900
BAR icon
4848
GraniteShares Gold Shares
BAR
$1.21B
$8K ﹤0.01%
+445
New +$8K
CRT
4849
Cross Timbers Royalty Trust
CRT
$49.7M
$8K ﹤0.01%
900
DBB icon
4850
Invesco DB Base Metals Fund
DBB
$122M
$8K ﹤0.01%
428
+328
+328% +$6.13K