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
INCE
4876
Franklin Income Equity Focus ETF
INCE
$94.6M
$49.8K ﹤0.01%
867
+233
+37% +$13.4K
GMAR icon
4877
FT Vest US Equity Moderate Buffer ETF March
GMAR
$418M
$49.7K ﹤0.01%
1,276
-8,378
-87% -$326K
HYGV icon
4878
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.24B
$49.6K ﹤0.01%
1,208
+1,181
+4,374% +$48.5K
CAN
4879
Canaan Creative
CAN
$387M
$49.6K ﹤0.01%
80,151
-466,880
-85% -$289K
EBR icon
4880
Eletrobras Common Shares
EBR
$19.5B
$49.4K ﹤0.01%
6,652
+941
+16% +$6.99K
FOA icon
4881
Finance of America Companies
FOA
$278M
$48.9K ﹤0.01%
2,098
+2,050
+4,271% +$47.8K
MPTI icon
4882
M-tron Industries
MPTI
$139M
$48.7K ﹤0.01%
+1,160
New +$48.7K
DMAC icon
4883
DiaMedica Therapeutics
DMAC
$366M
$48.7K ﹤0.01%
+12,483
New +$48.7K
FSCO
4884
FS Credit Opportunities Corp
FSCO
$1.48B
$48.7K ﹤0.01%
6,702
-1,755
-21% -$12.7K
FF icon
4885
Future Fuel
FF
$169M
$48.2K ﹤0.01%
12,435
-458
-4% -$1.78K
STKS icon
4886
The ONE Group
STKS
$81.1M
$48.2K ﹤0.01%
11,904
-30,466
-72% -$123K
KNG icon
4887
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.79B
$47.9K ﹤0.01%
975
+872
+847% +$42.8K
FMNY icon
4888
First Trust New York Municipal High Income ETF
FMNY
$21.2M
$47.8K ﹤0.01%
1,842
-550
-23% -$14.3K
NRDY icon
4889
Nerdy
NRDY
$158M
$47.7K ﹤0.01%
29,264
-10,425
-26% -$17K
GYRE icon
4890
Gyre Therapeutics
GYRE
$711M
$47.5K ﹤0.01%
6,461
+2,961
+85% +$21.8K
TKC icon
4891
Turkcell
TKC
$4.86B
$47.4K ﹤0.01%
7,829
+3,963
+103% +$24K
SDOG icon
4892
ALPS Sector Dividend Dogs ETF
SDOG
$1.24B
$47.1K ﹤0.01%
819
-2,022
-71% -$116K
IBHG icon
4893
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$346M
$47K ﹤0.01%
2,085
-542
-21% -$12.2K
INNV icon
4894
InnovAge Holding
INNV
$616M
$46.8K ﹤0.01%
12,688
-16,530
-57% -$61K
NVCT icon
4895
Nuvectis Pharma
NVCT
$157M
$46.8K ﹤0.01%
6,263
+6,084
+3,399% +$45.4K
SFBC icon
4896
Sound Financial Bancorp
SFBC
$108M
$46.7K ﹤0.01%
+1,016
New +$46.7K
GLAD icon
4897
Gladstone Capital
GLAD
$525M
$46.3K ﹤0.01%
+1,717
New +$46.3K
BIOA
4898
BioAge Labs, Inc. Common Stock
BIOA
$172M
$46.3K ﹤0.01%
11,210
-3,012
-21% -$12.4K
TARA icon
4899
Protara Therapeutics
TARA
$121M
$46.3K ﹤0.01%
+15,264
New +$46.3K
ETY icon
4900
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.51B
$46.2K ﹤0.01%
2,987
-1,167
-28% -$18.1K