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
RBKB icon
5051
Rhinebeck Bancorp
RBKB
$145M
$25.1K ﹤0.01%
+2,142
New +$25.1K
GLBZ icon
5052
Glen Burnie Bancorp
GLBZ
$12.9M
$25.1K ﹤0.01%
5,000
PPTY icon
5053
US Diversified Real Estate ETF
PPTY
$37.6M
$25.1K ﹤0.01%
825
IDVO icon
5054
Amplify International Enhanced Dividend Income ETF
IDVO
$397M
$25.1K ﹤0.01%
729
-287
-28% -$9.87K
DMA
5055
Destra Multi-Alternative Fund
DMA
$78.8M
$24.9K ﹤0.01%
+2,848
New +$24.9K
LPA
5056
Logistic Properties of the Americas
LPA
$198M
$24.8K ﹤0.01%
+3,626
New +$24.8K
XJH icon
5057
iShares ESG Screened S&P Mid-Cap ETF
XJH
$307M
$24.7K ﹤0.01%
594
+432
+267% +$17.9K
FTBD icon
5058
Fidelity Tactical Bond ETF
FTBD
$27.6M
$24.5K ﹤0.01%
497
+267
+116% +$13.2K
OPAL icon
5059
OPAL Fuels
OPAL
$61.5M
$24.2K ﹤0.01%
9,990
+9,981
+110,900% +$24.2K
ARL icon
5060
American Realty Investors
ARL
$256M
$24.2K ﹤0.01%
1,712
-1,409
-45% -$19.9K
FTLF icon
5061
FitLife Brands
FTLF
$166M
$24K ﹤0.01%
1,845
+1,837
+22,963% +$23.9K
SPYI icon
5062
NEOS S&P 500 High Income ETF
SPYI
$5.07B
$24K ﹤0.01%
476
-4,252
-90% -$214K
UYG icon
5063
ProShares Ultra Financials
UYG
$885M
$23.9K ﹤0.01%
250
-10
-4% -$956
GPRO icon
5064
GoPro
GPRO
$327M
$23.8K ﹤0.01%
31,444
-261,497
-89% -$198K
URG
5065
Ur-Energy
URG
$533M
$23.6K ﹤0.01%
22,487
-272,361
-92% -$286K
LXRX icon
5066
Lexicon Pharmaceuticals
LXRX
$418M
$23.3K ﹤0.01%
24,684
-63,515
-72% -$60.1K
AFYA icon
5067
Afya
AFYA
$1.42B
$22.6K ﹤0.01%
1,264
SCHY icon
5068
Schwab International Dividend Equity ETF
SCHY
$1.33B
$22.4K ﹤0.01%
820
-3,966
-83% -$109K
VGZ icon
5069
Vista Gold
VGZ
$229M
$22.4K ﹤0.01%
+22,966
New +$22.4K
GRW
5070
TCW Compounders ETF
GRW
$122M
$22.2K ﹤0.01%
+633
New +$22.2K
FLJH icon
5071
Franklin FTSE Japan Hedged ETF
FLJH
$98M
$22.2K ﹤0.01%
687
-2,010
-75% -$64.8K
UTEN icon
5072
US Treasury 10 Year Note ETF
UTEN
$225M
$22.1K ﹤0.01%
504
+484
+2,420% +$21.2K
IFV icon
5073
First Trust Dorsey Wright International Focus 5 ETF
IFV
$174M
$22K ﹤0.01%
+960
New +$22K
VALU icon
5074
Value Line
VALU
$357M
$21.8K ﹤0.01%
558
-733
-57% -$28.7K
EBR.B icon
5075
Eletrobras Preferred Shares
EBR.B
$20.4B
$21.8K ﹤0.01%
2,639