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
KVACW icon
4826
Keen Vision Acquisition Corporation Warrant
KVACW
0
-$33.7K
AFCG
4827
AFC Gamma
AFCG
$105M
$56.7K ﹤0.01%
12,647
-25,379
-67% -$114K
GDV icon
4828
Gabelli Dividend & Income Trust
GDV
$2.4B
$56.5K ﹤0.01%
2,174
-773
-26% -$20.1K
ECBK icon
4829
ECB Bancorp
ECBK
$143M
$56.4K ﹤0.01%
+3,650
New +$56.4K
AISP
4830
Airship AI Holdings
AISP
$174M
$56.4K ﹤0.01%
9,567
+4,556
+91% +$26.8K
AVIG icon
4831
Avantis Core Fixed Income ETF
AVIG
$1.23B
$56.3K ﹤0.01%
+1,352
New +$56.3K
IDEC icon
4832
Innovator International Developed Power Buffer ETF December
IDEC
$22.4M
$56K ﹤0.01%
+1,863
New +$56K
IKT icon
4833
Inhibikase Therapeutics
IKT
$116M
$55.7K ﹤0.01%
+28,579
New +$55.7K
MRBK icon
4834
Meridian
MRBK
$171M
$55.7K ﹤0.01%
4,318
+4,302
+26,888% +$55.5K
AMRN
4835
Amarin Corp
AMRN
$310M
$55.6K ﹤0.01%
3,430
+1,408
+70% +$22.8K
SWKH icon
4836
SWK Holdings
SWKH
$176M
$55.6K ﹤0.01%
3,771
-4,794
-56% -$70.7K
ESOA icon
4837
Energy Services of America
ESOA
$168M
$55.5K ﹤0.01%
+5,585
New +$55.5K
AIVL icon
4838
WisdomTree US AI Enhanced Value Fund
AIVL
$391M
$55.4K ﹤0.01%
490
POWW icon
4839
Outdoor Holding Company Common Stock
POWW
$178M
$55.3K ﹤0.01%
43,223
-444
-1% -$568
LXEO icon
4840
Lexeo Therapeutics
LXEO
$280M
$55.3K ﹤0.01%
13,750
-30
-0.2% -$121
LAZR icon
4841
Luminar Technologies
LAZR
$129M
$55K ﹤0.01%
19,178
+6,905
+56% +$19.8K
XIFR
4842
XPLR Infrastructure, LP
XIFR
$947M
$55K ﹤0.01%
6,711
-1,655
-20% -$13.6K
ONLN icon
4843
ProShares Online Retail ETF
ONLN
$84.9M
$54.7K ﹤0.01%
+1,078
New +$54.7K
RCMT icon
4844
RCM Technologies
RCMT
$202M
$54.7K ﹤0.01%
2,320
+2,147
+1,241% +$50.6K
PBD icon
4845
Invesco Global Clean Energy ETF
PBD
$83.1M
$54.7K ﹤0.01%
4,337
-6,180
-59% -$77.9K
GLL icon
4846
ProShares UltraShort Gold
GLL
$50.5M
$54.5K ﹤0.01%
+2,450
New +$54.5K
LZM icon
4847
Lifezone Metals
LZM
$366M
$54.4K ﹤0.01%
13,207
-40,330
-75% -$166K
TRIN icon
4848
Trinity Capital
TRIN
$1.13B
$54.1K ﹤0.01%
+3,843
New +$54.1K
SBFG icon
4849
SB Financial Group
SBFG
$132M
$54K ﹤0.01%
2,829
+2,817
+23,475% +$53.8K
MTA
4850
Metalla Royalty & Streaming
MTA
$527M
$54K ﹤0.01%
14,071
+4,171
+42% +$16K