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
+3.06%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.26T
AUM Growth
+$14.3B
Cap. Flow
+$5.38B
Cap. Flow %
0.43%
Top 10 Hldgs %
25.81%
Holding
6,736
New
347
Increased
3,014
Reduced
2,161
Closed
355

Sector Composition

1 Technology 24.62%
2 Financials 10.74%
3 Consumer Discretionary 10.45%
4 Healthcare 8.46%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BMAR icon
4876
Innovator US Equity Buffer ETF March
BMAR
$227M
$33.1K ﹤0.01%
718
-17,260
-96% -$796K
NOTE icon
4877
FiscalNote
NOTE
$65.5M
$33.1K ﹤0.01%
2,579
+263
+11% +$3.38K
FCCO icon
4878
First Community Corp
FCCO
$216M
$33K ﹤0.01%
1,375
-433
-24% -$10.4K
GUTS icon
4879
Fractyl Health
GUTS
$71.5M
$32.9K ﹤0.01%
15,969
+1,162
+8% +$2.39K
THTX
4880
Theratechnologies
THTX
$152M
$32.8K ﹤0.01%
+18,124
New +$32.8K
BSCV icon
4881
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.23B
$32.8K ﹤0.01%
+2,041
New +$32.8K
FDD icon
4882
First Trust STOXX European Select Dividend Income Fund
FDD
$682M
$32.6K ﹤0.01%
2,900
+2,275
+364% +$25.6K
AUNA
4883
Auna
AUNA
$471M
$32.5K ﹤0.01%
4,731
-1,015
-18% -$6.96K
LYRA icon
4884
Lyra Therapeutics
LYRA
$10.4M
$32.3K ﹤0.01%
3,129
+1,934
+162% +$20K
ADSE icon
4885
ADS-TEC Energy
ADSE
$559M
$32.2K ﹤0.01%
2,079
+1,185
+133% +$18.4K
ERX icon
4886
Direxion Daily Energy Bull 2X Shares
ERX
$222M
$32K ﹤0.01%
575
+498
+647% +$27.7K
TPYP icon
4887
Tortoise North American Pipeline Fund
TPYP
$709M
$31.7K ﹤0.01%
931
SPXX icon
4888
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$329M
$31.6K ﹤0.01%
1,778
+1,772
+29,533% +$31.5K
FAN icon
4889
First Trust Global Wind Energy ETF
FAN
$181M
$30.9K ﹤0.01%
2,091
+91
+5% +$1.35K
BIOA
4890
BioAge Labs, Inc. Common Stock
BIOA
$172M
$30.9K ﹤0.01%
5,335
-194,665
-97% -$1.13M
HTD
4891
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$868M
$30.9K ﹤0.01%
1,401
+281
+25% +$6.19K
DUSA icon
4892
Davis Select US Equity ETF
DUSA
$797M
$30.7K ﹤0.01%
730
FYC icon
4893
First Trust Small Cap Growth AlphaDEX Fund
FYC
$544M
$30.7K ﹤0.01%
+397
New +$30.7K
IBDV icon
4894
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.06B
$30.5K ﹤0.01%
1,429
+33
+2% +$705
DUST icon
4895
Direxion Daily Gold Miners Index Bear 2X Shares
DUST
$57.1M
$30.5K ﹤0.01%
443
+424
+2,232% +$29.2K
DRLL icon
4896
Strive US Energy ETF
DRLL
$261M
$30K ﹤0.01%
+1,100
New +$30K
KJAN icon
4897
Innovator US Small Cap Power Buffer ETF January
KJAN
$284M
$29.9K ﹤0.01%
801
-154
-16% -$5.75K
HNDL icon
4898
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$681M
$29.8K ﹤0.01%
1,397
+402
+40% +$8.58K
GSIG icon
4899
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
$14.4M
$29.7K ﹤0.01%
634
+619
+4,127% +$29K
ETHE
4900
Grayscale Ethereum Trust ETF
ETHE
$5.16B
$29.3K ﹤0.01%
1,046