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
+11.39%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.12T
AUM Growth
+$146B
Cap. Flow
+$51.6B
Cap. Flow %
4.59%
Top 10 Hldgs %
22.59%
Holding
6,913
New
394
Increased
2,972
Reduced
2,339
Closed
499

Sector Composition

1 Technology 22.83%
2 Healthcare 10.08%
3 Consumer Discretionary 9.55%
4 Financials 9.44%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
EQC.PRD
5001
DELISTED
Equity Commonwealth 6 1/2% Series D Cumulative Convertible Preferred Shares
EQC.PRD
$19.3K ﹤0.01%
770
VEGI icon
5002
iShares MSCI Agriculture Producers ETF
VEGI
$91.4M
$19K ﹤0.01%
492
+83
+20% +$3.2K
IMA
5003
ImageneBio Inc
IMA
$92.2M
$18.9K ﹤0.01%
1,112
-749
-40% -$12.8K
ZURA icon
5004
Zura Bio
ZURA
$129M
$18.7K ﹤0.01%
7,284
-4,946
-40% -$12.7K
UGA icon
5005
United States Gasoline Fund
UGA
$73.5M
$18.7K ﹤0.01%
263
-8
-3% -$567
UAPR icon
5006
Innovator US Equity Ultra Buffer ETF April
UAPR
$156M
$18.6K ﹤0.01%
659
ELMD icon
5007
Electromed
ELMD
$207M
$18.5K ﹤0.01%
1,148
+1,114
+3,276% +$18K
REKR icon
5008
Rekor Systems
REKR
$226M
$18.5K ﹤0.01%
8,077
IPAY icon
5009
Amplify Mobile Payments ETF
IPAY
$273M
$18.4K ﹤0.01%
350
-321
-48% -$16.9K
SBDS
5010
Solo Brands Inc
SBDS
$31.5M
$18.4K ﹤0.01%
8,489
-5,749
-40% -$12.5K
MGRM icon
5011
Monogram Orthopaedics
MGRM
$237M
$18.4K ﹤0.01%
7,548
+7,262
+2,539% +$17.7K
MODD icon
5012
Modular Medical
MODD
$42.1M
$18.2K ﹤0.01%
9,856
+9,826
+32,753% +$18.2K
ETHO icon
5013
Amplify Etho Climate Leadership US ETF
ETHO
$163M
$18.1K ﹤0.01%
+310
New +$18.1K
IMNM icon
5014
Immunome
IMNM
$817M
$18K ﹤0.01%
728
-17,574
-96% -$434K
LFCR icon
5015
Lifecore Biomedical
LFCR
$294M
$17.9K ﹤0.01%
3,365
+1,922
+133% +$10.2K
CACG
5016
DELISTED
Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF
CACG
$17.8K ﹤0.01%
+341
New +$17.8K
ALOT icon
5017
AstroNova
ALOT
$76.5M
$17.7K ﹤0.01%
996
+678
+213% +$12.1K
VLD
5018
DELISTED
Velo3D, Inc.
VLD
$17.7K ﹤0.01%
1,113
-538
-33% -$8.58K
PRLH
5019
DELISTED
Pearl Holdings Acquisition Corp Class A Ordinary Shares
PRLH
$17K ﹤0.01%
1,573
-779
-33% -$8.41K
CZOO
5020
DELISTED
Cazoo Group Ltd
CZOO
$17K ﹤0.01%
1,414
-10,554
-88% -$127K
WIP icon
5021
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$342M
$16.8K ﹤0.01%
421
+300
+248% +$12K
AOUT icon
5022
American Outdoor Brands
AOUT
$113M
$16.7K ﹤0.01%
1,895
-6,212
-77% -$54.7K
IMTB icon
5023
iShares Core 5-10 Year USD Bond ETF
IMTB
$256M
$16.6K ﹤0.01%
386
-636
-62% -$27.4K
CIA icon
5024
Citizens
CIA
$296M
$16.6K ﹤0.01%
7,758
-34,155
-81% -$73.1K
WHWK
5025
Whitehawk Therapeutics
WHWK
$90.5M
$16.4K ﹤0.01%
6,994
-3,554
-34% -$8.32K