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
IXP icon
4851
iShares Global Comm Services ETF
IXP
$612M
-9
Closed -$1K
IYM icon
4852
iShares US Basic Materials ETF
IYM
$565M
-135
Closed -$13K
JAKK icon
4853
Jakks Pacific
JAKK
$196M
$0 ﹤0.01%
27
-936
-97%
JHMM icon
4854
John Hancock Multifactor Mid Cap ETF
JHMM
$4.35B
-10,224
Closed -$370K
JKS
4855
JinkoSolar
JKS
$1.32B
-49,679
Closed -$1.11M
JMST icon
4856
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.4B
-498,000
Closed -$25.1M
JPC icon
4857
Nuveen Preferred & Income Opportunities Fund
JPC
$2.62B
-341
Closed -$3K
TBHC
4858
The Brand House Collective, Inc. Common Stock
TBHC
$38.6M
-4,645
Closed -$10K
KNDI
4859
Kandi Technologies Group
KNDI
$114M
0
KOPN icon
4860
Kopin
KOPN
$345M
-21,771
Closed -$25K
LRFC
4861
DELISTED
Logan Ridge Finance Corp
LRFC
-481
Closed -$27K
LRMR icon
4862
Larimar Therapeutics
LRMR
$337M
-8,744
Closed -$124K
LVHD icon
4863
Franklin US Low Volatility High Dividend Index ETF
LVHD
$592M
-2,283
Closed -$73K
LX
4864
LexinFintech Holdings
LX
$1.02B
-117,246
Closed -$1.36M
MBOT icon
4865
Microbot Medical
MBOT
$178M
-9,068
Closed -$45K
MDWD icon
4866
MediWound
MDWD
$177M
-5,139
Closed -$123K
MDYV icon
4867
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.49B
-100
Closed -$5K
MIND icon
4868
MIND Technology
MIND
$75.2M
-231
Closed -$9K
MQT icon
4869
BlackRock MuniYield Quality Fund II
MQT
$216M
-289,816
Closed -$3.63M
MQY icon
4870
BlackRock MuniYield Quality Fund
MQY
$804M
-77,056
Closed -$1.12M
MRCC icon
4871
Monroe Capital Corp
MRCC
$164M
-4,200
Closed -$48K
MVIS icon
4872
Microvision
MVIS
$334M
$0 ﹤0.01%
393
NCZ
4873
Virtus Convertible & Income Fund II
NCZ
$259M
-49
Closed -$1K
NFRA icon
4874
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$2.91B
-2,100
Closed -$106K
NGNE icon
4875
Neurogene
NGNE
$285M
-2,390
Closed -$114K