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
ACIU icon
5176
AC Immune
ACIU
$244M
$12.4K ﹤0.01%
6,110
-997
-14% -$2.02K
PDI icon
5177
PIMCO Dynamic Income Fund
PDI
$7.79B
$12.3K ﹤0.01%
+648
New +$12.3K
LZMH
5178
LZ Technology Holdings Limited Class B Ordinary Shares
LZMH
$543M
$12.2K ﹤0.01%
+735
New +$12.2K
ZEOWW
5179
Zeo Energy Corporation Warrants
ZEOWW
$260K
0
-$12.2K
FFLC icon
5180
Fidelity Fundamental Large Cap Core ETF
FFLC
$852M
$12.1K ﹤0.01%
248
-2,296
-90% -$112K
PEPG icon
5181
PepGen
PEPG
$48.5M
$12K ﹤0.01%
10,835
+780
+8% +$866
KNCT icon
5182
Invesco Next Gen Connectivity ETF
KNCT
$36M
$12K ﹤0.01%
102
HOWL icon
5183
Werewolf Therapeutics
HOWL
$65.4M
$11.9K ﹤0.01%
10,898
-5,114
-32% -$5.57K
INTR icon
5184
Inter&Co
INTR
$3.92B
$11.7K ﹤0.01%
1,577
-22,813
-94% -$169K
BHK icon
5185
BlackRock Core Bond Trust
BHK
$714M
$11.7K ﹤0.01%
1,200
+1,000
+500% +$9.72K
NEA icon
5186
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.4B
$11.7K ﹤0.01%
1,067
+995
+1,382% +$10.9K
GMGI icon
5187
Golden Matrix Group
GMGI
$141M
$11.6K ﹤0.01%
6,815
-3,986
-37% -$6.78K
TBLA icon
5188
Taboola.com
TBLA
$994M
$11.6K ﹤0.01%
3,157
+157
+5% +$575
ETB
5189
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$442M
$11.6K ﹤0.01%
800
VGAS icon
5190
Verde Clean Fuels
VGAS
$63.9M
$11.4K ﹤0.01%
3,321
-2,078
-38% -$7.15K
FVC icon
5191
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$114M
$11.4K ﹤0.01%
320
DXYZ
5192
Destiny Tech100
DXYZ
$284M
$11.4K ﹤0.01%
+299
New +$11.4K
ATS icon
5193
ATS Corp
ATS
$2.63B
$11.3K ﹤0.01%
354
+40
+13% +$1.28K
KEP icon
5194
Korea Electric Power
KEP
$17.2B
$11.3K ﹤0.01%
790
-307
-28% -$4.37K
SPEU icon
5195
SPDR Portfolio Europe ETF
SPEU
$699M
$11.2K ﹤0.01%
231
+131
+131% +$6.35K
USCI icon
5196
US Commodity Index
USCI
$264M
$11.1K ﹤0.01%
+152
New +$11.1K
IAUX
5197
i-80 Gold Corp
IAUX
$762M
$11K ﹤0.01%
18,460
-144,948
-89% -$86.7K
GSSC icon
5198
GS ActiveBeta US Small Cap Equity ETF
GSSC
$635M
$11K ﹤0.01%
161
BDJ icon
5199
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.61B
$11K ﹤0.01%
1,242
+687
+124% +$6.11K
PSTP icon
5200
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$125M
$11K ﹤0.01%
329
-1,928
-85% -$64.3K