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
FDRR icon
4901
Fidelity Dividend ETF for Rising Rates
FDRR
$615M
$30.7K ﹤0.01%
699
+599
+599% +$26.3K
EMF
4902
Templeton Emerging Markets Fund
EMF
$242M
$30.2K ﹤0.01%
2,583
+2,546
+6,881% +$29.7K
TOPS icon
4903
TOP Ships
TOPS
$25.3M
$30.1K ﹤0.01%
1,930
-1,170
-38% -$18.3K
GRRR
4904
Gorilla Technology Group
GRRR
$411M
$30.1K ﹤0.01%
5,571
USARW
4905
USA Rare Earth, Inc. Warrant
USARW
$428M
0
MNA icon
4906
IQ ARB Merger Arbitrage ETF
MNA
$256M
$29.9K ﹤0.01%
950
+838
+748% +$26.4K
WPS
4907
DELISTED
iShares International Developed Property ETF
WPS
$29.6K ﹤0.01%
+1,031
New +$29.6K
JPIB icon
4908
JPMorgan International Bond Opportunities ETF
JPIB
$1.13B
$29.4K ﹤0.01%
616
+447
+264% +$21.4K
SGDJ icon
4909
Sprott Junior Gold Miners ETF
SGDJ
$237M
$29.4K ﹤0.01%
1,000
DMO
4910
Western Asset Mortgage Opportunity Fund
DMO
$136M
$29.3K ﹤0.01%
2,627
+2,532
+2,665% +$28.3K
PFO
4911
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$125M
$29.3K ﹤0.01%
3,676
+3,138
+583% +$25K
LQDH icon
4912
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$507M
$29.2K ﹤0.01%
314
+5
+2% +$465
CDT icon
4913
CDT Equity Inc. Common Stock
CDT
$1.83M
$29.2K ﹤0.01%
+4
New +$29.2K
RWO icon
4914
SPDR Dow Jones Global Real Estate ETF
RWO
$1.15B
$29.1K ﹤0.01%
664
+44
+7% +$1.93K
AREC icon
4915
American Resources Corp
AREC
$172M
$28.8K ﹤0.01%
19,302
+19,222
+24,028% +$28.6K
GMBL
4916
DELISTED
Esports Entertainment Group Inc. Common Stock
GMBL
$28.6K ﹤0.01%
+7,240
New +$28.6K
QSIG
4917
WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
$44.2M
$28.5K ﹤0.01%
594
+17
+3% +$815
VIA
4918
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
$28.4K ﹤0.01%
3,034
-2,350
-44% -$22K
FLDR icon
4919
Fidelity Low Duration Bond Factor ETF
FLDR
$1.01B
$28.3K ﹤0.01%
567
-10,757
-95% -$537K
TTT icon
4920
ProShares UltraPro Short 20+ Year Treasury
TTT
$21.8M
$28K ﹤0.01%
459
-265
-37% -$16.2K
GGZ
4921
Gabelli Global Small and Mid-Cap Value Trust
GGZ
$114M
$27.9K ﹤0.01%
+2,376
New +$27.9K
XSLV icon
4922
Invesco S&P SmallCap Low Volatility ETF
XSLV
$259M
$27.8K ﹤0.01%
+630
New +$27.8K
UGL icon
4923
ProShares Ultra Gold
UGL
$744M
$27.8K ﹤0.01%
1,740
-68
-4% -$1.09K
JMBS icon
4924
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.35B
$27.7K ﹤0.01%
602
+542
+903% +$24.9K
DTH icon
4925
WisdomTree International High Dividend Fund
DTH
$488M
$27.6K ﹤0.01%
709
+517
+269% +$20.1K