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
AREN icon
4951
Arena Group
AREN
$274M
$38.1K ﹤0.01%
6,138
+6,055
+7,295% +$37.5K
QLV icon
4952
FlexShares US Quality Low Volatility Index Fund
QLV
$150M
$38K ﹤0.01%
+558
New +$38K
BIOX icon
4953
Bioceres Crop Solutions
BIOX
$123M
$37.8K ﹤0.01%
8,458
-10,646
-56% -$47.6K
LUCD icon
4954
Lucid Diagnostics
LUCD
$105M
$37.6K ﹤0.01%
32,718
+32,672
+71,026% +$37.6K
ISPR icon
4955
Ispire Technology
ISPR
$187M
$36.9K ﹤0.01%
14,422
-15,175
-51% -$38.8K
TWIN icon
4956
Twin Disc
TWIN
$190M
$36.8K ﹤0.01%
4,168
-20,622
-83% -$182K
PNRG icon
4957
PrimeEnergy Resources
PNRG
$281M
$36.7K ﹤0.01%
251
-847
-77% -$124K
USDU icon
4958
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$151M
$36.7K ﹤0.01%
1,425
-1,377
-49% -$35.5K
ALXO icon
4959
ALX Oncology
ALXO
$56.8M
$36.7K ﹤0.01%
88,352
-269,605
-75% -$112K
DFSE icon
4960
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$461M
$36.6K ﹤0.01%
961
+75
+8% +$2.86K
CSB icon
4961
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$275M
$36.6K ﹤0.01%
660
-531
-45% -$29.4K
LAR
4962
Lithium Argentina AG
LAR
$490M
$36.5K ﹤0.01%
+17,552
New +$36.5K
OTF
4963
Blue Owl Technology Finance Corp.
OTF
$6.87B
$36.5K ﹤0.01%
+2,392
New +$36.5K
DBI icon
4964
Designer Brands
DBI
$225M
$36.5K ﹤0.01%
15,319
-1,429
-9% -$3.4K
SIXA icon
4965
ETC 6 Meridian Mega Cap Equity ETF
SIXA
$426M
$36.4K ﹤0.01%
+750
New +$36.4K
BMVP icon
4966
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$111M
$36.3K ﹤0.01%
750
AARD
4967
Aardvark Therapeutics, Inc. Common Stock
AARD
$186M
$36.2K ﹤0.01%
2,677
-423
-14% -$5.72K
XTN icon
4968
SPDR S&P Transportation ETF
XTN
$146M
$36.1K ﹤0.01%
448
-539
-55% -$43.4K
WIP icon
4969
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$343M
$36K ﹤0.01%
902
-302
-25% -$12K
OSCV icon
4970
Opus Small Cap Value ETF
OSCV
$650M
$35.9K ﹤0.01%
995
-956
-49% -$34.5K
FLIN icon
4971
Franklin FTSE India ETF
FLIN
$2.47B
$35.4K ﹤0.01%
890
-15,181
-94% -$605K
XT icon
4972
iShares Exponential Technologies ETF
XT
$3.57B
$35.4K ﹤0.01%
542
-3,268
-86% -$213K
ERX icon
4973
Direxion Daily Energy Bull 2X Shares
ERX
$221M
$35.3K ﹤0.01%
688
-5
-0.7% -$257
FYT icon
4974
First Trust Small Cap Value AlphaDEX Fund
FYT
$138M
$35.2K ﹤0.01%
698
-20,252
-97% -$1.02M
BXMX icon
4975
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.51B
$35.1K ﹤0.01%
2,528
+99
+4% +$1.37K