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
+11.29%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$979B
AUM Growth
+$122B
Cap. Flow
+$26.9B
Cap. Flow %
2.75%
Top 10 Hldgs %
20.99%
Holding
6,985
New
460
Increased
3,284
Reduced
2,043
Closed
468

Sector Composition

1 Technology 21.83%
2 Healthcare 10.29%
3 Financials 9.88%
4 Consumer Discretionary 9.44%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SABA
5126
Saba Capital Income & Opportunities Fund II
SABA
$255M
$10.1K ﹤0.01%
1,335
+868
+186% +$6.58K
PWV icon
5127
Invesco Large Cap Value ETF
PWV
$1.41B
$10.1K ﹤0.01%
199
FLGB icon
5128
Franklin FTSE United Kingdom ETF
FLGB
$855M
$10K ﹤0.01%
399
-422
-51% -$10.6K
DAUG icon
5129
FT Vest US Equity Deep Buffer ETF August
DAUG
$345M
$10K ﹤0.01%
283
+183
+183% +$6.48K
CANO
5130
DELISTED
Cano Health, Inc.
CANO
$10K ﹤0.01%
1,704
+137
+9% +$804
JSCP icon
5131
JPMorgan Short Duration Core Plus ETF
JSCP
$804M
$9.99K ﹤0.01%
214
+33
+18% +$1.54K
SMWB icon
5132
Similarweb
SMWB
$857M
$9.96K ﹤0.01%
1,869
TBF icon
5133
ProShares Short 20+ Year Treasury ETF
TBF
$69.1M
$9.91K ﹤0.01%
448
-552
-55% -$12.2K
MTNB icon
5134
Matinas BioPharma
MTNB
$10.2M
$9.81K ﹤0.01%
908
+3
+0.3% +$32
BNGO icon
5135
Bionano Genomics
BNGO
$18.2M
$9.8K ﹤0.01%
86
-48
-36% -$5.47K
SYLD icon
5136
Cambria Shareholder Yield ETF
SYLD
$937M
$9.68K ﹤0.01%
143
+116
+430% +$7.85K
SGML icon
5137
Sigma Lithium
SGML
$602M
$9.68K ﹤0.01%
307
-5,631
-95% -$178K
IBND icon
5138
SPDR Bloomberg International Corporate Bond ETF
IBND
$464M
$9.64K ﹤0.01%
322
-19,003
-98% -$569K
YSG
5139
Yatsen Holding
YSG
$955M
$9.6K ﹤0.01%
+2,624
New +$9.6K
CULP icon
5140
Culp
CULP
$59.5M
$9.43K ﹤0.01%
1,629
+1,587
+3,779% +$9.19K
LGI
5141
Lazard Global Total Return & Income Fund
LGI
$228M
$9.38K ﹤0.01%
612
-3,190
-84% -$48.9K
ABAT icon
5142
American Battery Technology Co
ABAT
$215M
$9.37K ﹤0.01%
1,998
+1,631
+444% +$7.65K
PBW icon
5143
Invesco WilderHill Clean Energy ETF
PBW
$367M
$9.36K ﹤0.01%
315
-32,377
-99% -$962K
SFWL icon
5144
Shengfeng Development Ltd
SFWL
$94.9M
$9.34K ﹤0.01%
+3,178
New +$9.34K
LFVN icon
5145
LifeVantage
LFVN
$141M
$9.32K ﹤0.01%
1,554
-1,253
-45% -$7.52K
FXE icon
5146
Invesco CurrencyShares Euro Currency Trust
FXE
$531M
$9.29K ﹤0.01%
91
-2
-2% -$204
IDLV icon
5147
Invesco S&P International Developed Low Volatility ETF
IDLV
$328M
$9.24K ﹤0.01%
328
-219
-40% -$6.17K
BGSF icon
5148
BGSF Inc
BGSF
$86.6M
$9.22K ﹤0.01%
981
+948
+2,873% +$8.91K
CYN icon
5149
Cyngn
CYN
$38.2M
$9.13K ﹤0.01%
4
HOTH icon
5150
Hoth Therapeutics
HOTH
$21.2M
$9.13K ﹤0.01%
+6,337
New +$9.13K