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
BKKT icon
4976
Bakkt Holdings
BKKT
$152M
$34.8K ﹤0.01%
2,498
+2,424
+3,276% +$33.8K
IBDT icon
4977
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.1B
$34.3K ﹤0.01%
1,350
-189,833
-99% -$4.83M
SEMI icon
4978
Columbia Seligman Semiconductor and Technology ETF
SEMI
$30.4M
$34.2K ﹤0.01%
+1,230
New +$34.2K
DUSA icon
4979
Davis Select US Equity ETF
DUSA
$796M
$33.8K ﹤0.01%
730
TPYP icon
4980
Tortoise North American Pipeline Fund
TPYP
$708M
$33.7K ﹤0.01%
944
-1,495
-61% -$53.4K
MILN icon
4981
Global X Millennial Consumer ETF
MILN
$129M
$33.7K ﹤0.01%
691
-128
-16% -$6.25K
BALY icon
4982
Bally's
BALY
$487M
$33.2K ﹤0.01%
+3,466
New +$33.2K
NXXT
4983
NextNRG, Inc. Common Stock
NXXT
$232M
$33.2K ﹤0.01%
+11,980
New +$33.2K
SPXU icon
4984
ProShares UltraPro Short S&P 500
SPXU
$505M
$33.1K ﹤0.01%
1,971
-11,618
-85% -$195K
NEN icon
4985
New England Realty Associates
NEN
$32.9K ﹤0.01%
450
EEX icon
4986
Emerald Holding
EEX
$980M
$32.8K ﹤0.01%
6,758
-1,249
-16% -$6.06K
XHYH icon
4987
BondBloxx USD High Yield Bond Healthcare Sector ETF
XHYH
$28.7M
$32.7K ﹤0.01%
917
-2,776
-75% -$98.9K
OPTT icon
4988
Ocean Power Technologies
OPTT
$104M
$32.6K ﹤0.01%
68,693
+68,476
+31,556% +$32.5K
ANVS icon
4989
Annovis Bio
ANVS
$48.3M
$32.3K ﹤0.01%
14,900
+6,100
+69% +$13.2K
OBE
4990
Obsidian Energy
OBE
$403M
$32.2K ﹤0.01%
4,541
-57,340
-93% -$407K
PBE icon
4991
Invesco Biotechnology & Genome ETF
PBE
$224M
$32.2K ﹤0.01%
501
-7,273
-94% -$467K
PROP icon
4992
Prairie Operating Co
PROP
$107M
$32.2K ﹤0.01%
10,740
+8,640
+411% +$25.9K
PDEC icon
4993
Innovator US Equity Power Buffer ETF December
PDEC
$1.02B
$32K ﹤0.01%
800
-9,626
-92% -$385K
OCGN icon
4994
Ocugen
OCGN
$334M
$32K ﹤0.01%
32,948
-108,710
-77% -$105K
FNX icon
4995
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.18B
$31.9K ﹤0.01%
278
-68
-20% -$7.81K
SKYX icon
4996
SKYX Platforms
SKYX
$139M
$31.8K ﹤0.01%
30,441
-35,808
-54% -$37.4K
PNBK icon
4997
Patriot National Bancorp
PNBK
$137M
$31.7K ﹤0.01%
+20,841
New +$31.7K
MRNOW
4998
Murano Global Investments PLC Warrants
MRNOW
$2.38M
0
-$37K
ANTA
4999
Antalpha Platform Holding Company Class A Ordinary Shares
ANTA
$282M
$31.2K ﹤0.01%
+2,705
New +$31.2K
SPCB icon
5000
SuperCom
SPCB
$46.4M
$31.2K ﹤0.01%
+3,002
New +$31.2K