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
PHI icon
5176
PLDT
PHI
$4.22B
$5.72K ﹤0.01%
232
+146
+170% +$3.6K
HRZN icon
5177
Horizon Technology Finance
HRZN
$283M
$5.69K ﹤0.01%
500
+206
+70% +$2.34K
FFA
5178
First Trust Enhanced Equity Income Fund
FFA
$433M
$5.67K ﹤0.01%
300
-3,917
-93% -$74K
EQX icon
5179
Equinox Gold
EQX
$8.44B
$5.55K ﹤0.01%
+922
New +$5.55K
TTT icon
5180
ProShares UltraPro Short 20+ Year Treasury
TTT
$22.5M
$5.55K ﹤0.01%
80
-379
-83% -$26.3K
AG icon
5181
First Majestic Silver
AG
$5.19B
$5.53K ﹤0.01%
941
-4,127
-81% -$24.3K
BETZ icon
5182
Roundhill Sports Betting & iGaming ETF
BETZ
$82.9M
$5.52K ﹤0.01%
309
+164
+113% +$2.93K
CHW
5183
Calamos Global Dynamic Income Fund
CHW
$485M
$5.51K ﹤0.01%
846
-2,311
-73% -$15K
USEP icon
5184
Innovator US Equity Ultra Buffer ETF September
USEP
$153M
$5.44K ﹤0.01%
+165
New +$5.44K
PBDC icon
5185
Putnam BDC Income ETF
PBDC
$237M
$5.43K ﹤0.01%
+160
New +$5.43K
XFINW
5186
DELISTED
ExcelFin Acquisition Corp Warrant
XFINW
0
-$2.03K
LANV icon
5187
Lanvin Group Holdings
LANV
$244M
$5.39K ﹤0.01%
3,796
+726
+24% +$1.03K
TOPS icon
5188
TOP Ships
TOPS
$25M
$5.36K ﹤0.01%
382
-1,548
-80% -$21.7K
AUNA
5189
Auna
AUNA
$477M
$5.33K ﹤0.01%
+500
New +$5.33K
COYA icon
5190
Coya Therapeutics
COYA
$92M
$5.26K ﹤0.01%
530
+465
+715% +$4.61K
GLIN icon
5191
VanEck India Growth Leaders ETF
GLIN
$129M
$5.23K ﹤0.01%
+111
New +$5.23K
LPL icon
5192
LG Display
LPL
$4.79B
$5.23K ﹤0.01%
1,275
+101
+9% +$414
AIFU
5193
AIFU Inc
AIFU
$86.2M
$5.23K ﹤0.01%
55
-36
-40% -$3.42K
UDN icon
5194
Invesco DB US Dollar Index Bearish Fund
UDN
$151M
$5.18K ﹤0.01%
288
-145
-33% -$2.61K
NEUE icon
5195
NeueHealth
NEUE
$60.6M
$5.17K ﹤0.01%
795
+788
+11,257% +$5.12K
DGRE icon
5196
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$134M
$5.13K ﹤0.01%
199
-145
-42% -$3.74K
SOGP
5197
Sound Group
SOGP
$98.2M
$5.1K ﹤0.01%
+1,492
New +$5.1K
BSBR icon
5198
Santander
BSBR
$41.2B
$5.08K ﹤0.01%
888
-4,720
-84% -$27K
IIM icon
5199
Invesco Value Municipal Income Trust
IIM
$590M
$5.06K ﹤0.01%
422
+24
+6% +$288
QSG
5200
QuantaSing Group
QSG
$510M
$5.06K ﹤0.01%
+1,237
New +$5.06K