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
-2.75%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$773B
AUM Growth
-$33.3B
Cap. Flow
+$6.18B
Cap. Flow %
0.8%
Top 10 Hldgs %
18.62%
Holding
6,341
New
361
Increased
2,411
Reduced
2,376
Closed
355

Sector Composition

1 Technology 17.24%
2 Healthcare 11.68%
3 Financials 11.59%
4 Consumer Discretionary 9.21%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
COM icon
5176
Direxion Auspice Broad Commodity Strategy ETF
COM
$177M
$8K ﹤0.01%
+249
New +$8K
ETV
5177
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.66B
$8K ﹤0.01%
+500
New +$8K
FBRX icon
5178
Forte Biosciences
FBRX
$135M
$8K ﹤0.01%
212
+34
+19% +$1.28K
GEOS icon
5179
Geospace Technologies
GEOS
$211M
$8K ﹤0.01%
1,367
+1,262
+1,202% +$7.39K
GGAL icon
5180
Galicia Financial Group
GGAL
$5.15B
$8K ﹤0.01%
765
-2,897
-79% -$30.3K
LUCD icon
5181
Lucid Diagnostics
LUCD
$104M
$8K ﹤0.01%
2,367
-2,030
-46% -$6.86K
NZF icon
5182
Nuveen Municipal Credit Income Fund
NZF
$2.41B
$8K ﹤0.01%
+520
New +$8K
OUNZ icon
5183
VanEck Merk Gold Trust
OUNZ
$1.96B
$8K ﹤0.01%
447
+446
+44,600% +$7.98K
QQQX icon
5184
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.34B
$8K ﹤0.01%
+298
New +$8K
SPBC icon
5185
Simplify US Equity PLUS GBTC ETF
SPBC
$77.5M
$8K ﹤0.01%
300
TMFC icon
5186
Motley Fool 100 Index ETF
TMFC
$1.69B
$8K ﹤0.01%
200
TUSK icon
5187
Mammoth Energy Services
TUSK
$113M
$8K ﹤0.01%
3,902
+3,886
+24,288% +$7.97K
DJT icon
5188
Trump Media & Technology Group
DJT
$4.74B
$8K ﹤0.01%
128
+40
+45% +$2.5K
NVACW
5189
DELISTED
NorthView Acquisition Corporation Warrant
NVACW
0
AUMN
5190
DELISTED
Golden Minerals Company
AUMN
$8K ﹤0.01%
603
PGRU
5191
DELISTED
PropertyGuru Group Limited
PGRU
$8K ﹤0.01%
+1,133
New +$8K
CALT
5192
DELISTED
Calliditas Therapeutics AB American Depositary Shares
CALT
$8K ﹤0.01%
432
-96
-18% -$1.78K
CCV.WS
5193
DELISTED
Churchill Capital Corp V Warrants, each exercisable for one share of Class A common stock at an exercise price of $11.50 per share
CCV.WS
0
-$12K
PLUR icon
5194
Pluri
PLUR
$37.3M
$8K ﹤0.01%
+455
New +$8K
BTZ icon
5195
BlackRock Credit Allocation Income Trust
BTZ
$1.04B
$7K ﹤0.01%
+580
New +$7K
ENZL icon
5196
iShares MSCI New Zealand ETF
ENZL
$75.6M
$7K ﹤0.01%
+130
New +$7K
EVT icon
5197
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.85B
$7K ﹤0.01%
+226
New +$7K
IMMR icon
5198
Immersion
IMMR
$221M
$7K ﹤0.01%
1,226
KXIN icon
5199
Kaixin Holdings
KXIN
$8.75M
$7K ﹤0.01%
6
+3
+100% +$3.5K
LPL icon
5200
LG Display
LPL
$4.33B
$7K ﹤0.01%
853
-25,521
-97% -$209K