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
MTR
5051
Mesa Royalty Trust
MTR
$10.5M
$13.8K ﹤0.01%
1,300
CLCO
5052
Cool Company
CLCO
$413M
$13.8K ﹤0.01%
1,240
-160
-11% -$1.78K
FXU icon
5053
First Trust Utilities AlphaDEX Fund
FXU
$1.7B
$13.7K ﹤0.01%
422
TRVG
5054
trivago
TRVG
$237M
$13.7K ﹤0.01%
4,956
+20
+0.4% +$55
SILJ icon
5055
Amplify Junior Silver Miners ETF
SILJ
$2.34B
$13.7K ﹤0.01%
1,376
-200,343
-99% -$1.99M
TELO icon
5056
Telomir Pharmaceuticals
TELO
$51.8M
$13.6K ﹤0.01%
+2,605
New +$13.6K
WDIV icon
5057
SPDR S&P Global Dividend ETF
WDIV
$225M
$13.6K ﹤0.01%
227
MNA icon
5058
IQ ARB Merger Arbitrage ETF
MNA
$257M
$13.6K ﹤0.01%
431
-519
-55% -$16.4K
FHYS icon
5059
Federated Hermes Short Duration High Yield ETF
FHYS
$35M
$13.2K ﹤0.01%
578
FHLTW
5060
DELISTED
Future Health ESG Corp. Warrant
FHLTW
0
-$4.22K
BKSY.WS icon
5061
BlackSky Technology Inc Warrants
BKSY.WS
$5.48M
0
-$8.75K
HOVRW icon
5062
New Horizon Aircraft Ltd
HOVRW
$8.24M
0
-$17.9K
HYPD
5063
Hyperion DeFi Inc
HYPD
$64.2M
$12.7K ﹤0.01%
161
-64
-28% -$5.04K
BRLT icon
5064
Brilliant Earth
BRLT
$36.6M
$12.6K ﹤0.01%
4,217
-2,149
-34% -$6.43K
QSIG
5065
WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
$44.3M
$12.5K ﹤0.01%
263
-331
-56% -$15.8K
WTAI icon
5066
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$318M
$12.5K ﹤0.01%
600
-162
-21% -$3.37K
CSAN icon
5067
Cosan
CSAN
$2.63B
$12.5K ﹤0.01%
962
+188
+24% +$2.44K
ZCARW
5068
DELISTED
Zoomcar Holdings, Inc. Warrants
ZCARW
0
-$32K
MTNB icon
5069
Matinas BioPharma
MTNB
$9.72M
$12.3K ﹤0.01%
910
+2
+0.2% +$27
BGSF icon
5070
BGSF Inc
BGSF
$80.3M
$12.3K ﹤0.01%
1,179
+198
+20% +$2.06K
FUFU icon
5071
BitFuFu
FUFU
$631M
$12.3K ﹤0.01%
+2,500
New +$12.3K
ONCY
5072
Oncolytics Biotech
ONCY
$138M
$12.2K ﹤0.01%
11,500
BAPR icon
5073
Innovator US Equity Buffer ETF April
BAPR
$340M
$12K ﹤0.01%
+300
New +$12K
HYLS icon
5074
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.69B
$12K ﹤0.01%
282
+73
+35% +$3.11K
IPWR icon
5075
Ideal Power
IPWR
$56.7M
$11.7K ﹤0.01%
1,314
+4
+0.3% +$36