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
+11.29%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$979B
AUM Growth
+$122B
Cap. Flow
+$26.9B
Cap. Flow %
2.75%
Top 10 Hldgs %
20.99%
Holding
6,985
New
460
Increased
3,284
Reduced
2,043
Closed
468

Sector Composition

1 Technology 21.83%
2 Healthcare 10.29%
3 Financials 9.88%
4 Consumer Discretionary 9.44%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
NANR icon
4876
SPDR S&P North American Natural Resources ETF
NANR
$656M
$33.5K ﹤0.01%
+657
New +$33.5K
JAAA icon
4877
Janus Henderson AAA CLO ETF
JAAA
$25B
$33.5K ﹤0.01%
666
+100
+18% +$5.03K
ASA
4878
ASA Gold and Precious Metals
ASA
$783M
$33.4K ﹤0.01%
2,220
+1,746
+368% +$26.3K
AMPX icon
4879
Amprius Technologies
AMPX
$1.02B
$33.4K ﹤0.01%
6,311
+2,826
+81% +$14.9K
RCMT icon
4880
RCM Technologies
RCMT
$202M
$33.3K ﹤0.01%
+1,145
New +$33.3K
YLD icon
4881
Principal Active High Yield ETF
YLD
$388M
$33.2K ﹤0.01%
1,761
+1,141
+184% +$21.5K
FSD
4882
DELISTED
FIRST TRUST HIGH INCOME LONG/SHORT FUND
FSD
$33.2K ﹤0.01%
2,747
+1,108
+68% +$13.4K
DWAS icon
4883
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$694M
$33K ﹤0.01%
+394
New +$33K
ISTR icon
4884
Investar Holding Corp
ISTR
$223M
$33K ﹤0.01%
+2,212
New +$33K
CMDY icon
4885
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$283M
$32.9K ﹤0.01%
700
+654
+1,422% +$30.8K
MAV
4886
DELISTED
Pioneer Municipal High Income Advantage Fund
MAV
$32.9K ﹤0.01%
+4,103
New +$32.9K
PSTP icon
4887
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$125M
$32.2K ﹤0.01%
1,141
-617
-35% -$17.4K
GLP icon
4888
Global Partners
GLP
$1.77B
$32.2K ﹤0.01%
760
-543,122
-100% -$23M
ARL icon
4889
American Realty Investors
ARL
$256M
$32.1K ﹤0.01%
1,845
+863
+88% +$15K
ZCARW
4890
DELISTED
Zoomcar Holdings, Inc. Warrants
ZCARW
0
PHX
4891
DELISTED
PHX Minerals
PHX
$32K ﹤0.01%
9,934
+9,717
+4,478% +$31.3K
PBP icon
4892
Invesco S&P 500 BuyWrite ETF
PBP
$293M
$31.5K ﹤0.01%
1,452
+228
+19% +$4.95K
NEN icon
4893
New England Realty Associates
NEN
$31.4K ﹤0.01%
450
AG icon
4894
First Majestic Silver
AG
$5.15B
$31.2K ﹤0.01%
5,068
-1,541
-23% -$9.48K
IPAY icon
4895
Amplify Mobile Payments ETF
IPAY
$270M
$31.1K ﹤0.01%
+671
New +$31.1K
RBOT icon
4896
Vicarious Surgical
RBOT
$34.6M
$31.1K ﹤0.01%
2,831
+1,313
+86% +$14.4K
HYZN
4897
DELISTED
Hyzon Motors Inc. Class A Common Stock
HYZN
$31.1K ﹤0.01%
695
-273
-28% -$12.2K
FINS
4898
Angel Oak Financial Strategies Income Term Trust
FINS
$450M
$31.1K ﹤0.01%
+2,610
New +$31.1K
BCIC
4899
BCP Investment Corporation Common Stock
BCIC
$159M
$30.8K ﹤0.01%
1,691
+891
+111% +$16.2K
VERI icon
4900
Veritone
VERI
$206M
$30.7K ﹤0.01%
16,982