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
+8.03%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$770B
AUM Growth
+$64.9B
Cap. Flow
+$26.9B
Cap. Flow %
3.5%
Top 10 Hldgs %
17.84%
Holding
6,466
New
534
Increased
3,091
Reduced
1,683
Closed
345

Sector Composition

1 Technology 18.3%
2 Healthcare 11.5%
3 Financials 9.97%
4 Consumer Discretionary 9.25%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
DFLV icon
5251
Dimensional US Large Cap Value ETF
DFLV
$4.16B
$3K ﹤0.01%
+122
New +$3K
CWI icon
5252
SPDR MSCI ACWI ex-US ETF
CWI
$2.02B
$2.99K ﹤0.01%
+116
New +$2.99K
HTEC icon
5253
ROBO Global Healthcare Technology and Innovation ETF
HTEC
$47.5M
$2.98K ﹤0.01%
+100
New +$2.98K
LFWD icon
5254
ReWalk Robotics
LFWD
$9.18M
$2.88K ﹤0.01%
+571
New +$2.88K
NORW icon
5255
Global X MSCI Norway ETF
NORW
$56.9M
$2.77K ﹤0.01%
114
-3,558
-97% -$86.5K
KLXE icon
5256
KLX Energy Services
KLXE
$33.4M
$2.56K ﹤0.01%
220
-2,632
-92% -$30.7K
FMAR icon
5257
FT Vest US Equity Buffer ETF March
FMAR
$883M
$2.52K ﹤0.01%
+75
New +$2.52K
RLY icon
5258
SPDR SSGA Multi-Asset Real Return ETF
RLY
$575M
$2.48K ﹤0.01%
90
CMCL icon
5259
Caledonia Mining Corp
CMCL
$633M
$2.44K ﹤0.01%
146
-1,355
-90% -$22.7K
PPA icon
5260
Invesco Aerospace & Defense ETF
PPA
$6.31B
$2.26K ﹤0.01%
28
XJH icon
5261
iShares ESG Screened S&P Mid-Cap ETF
XJH
$311M
$2.2K ﹤0.01%
+65
New +$2.2K
DJT icon
5262
Trump Media & Technology Group
DJT
$4.74B
$2.18K ﹤0.01%
141
+12
+9% +$186
FEMS icon
5263
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$277M
$2.12K ﹤0.01%
52
+48
+1,200% +$1.96K
PJAN icon
5264
Innovator US Equity Power Buffer ETF January
PJAN
$1.24B
$2.09K ﹤0.01%
63
HAUZ icon
5265
Xtrackers International Real Estate ETF
HAUZ
$912M
$2.06K ﹤0.01%
98
ABEO icon
5266
Abeona Therapeutics
ABEO
$346M
$2K ﹤0.01%
718
+704
+5,029% +$1.96K
ACIC icon
5267
American Coastal Insurance
ACIC
$539M
$2K ﹤0.01%
609
-43
-7% -$141
AEF
5268
abrdn Emerging Markets Equity Income Fund
AEF
$261M
$2K ﹤0.01%
+352
New +$2K
AUBN icon
5269
Auburn National Bancorp
AUBN
$89.1M
$2K ﹤0.01%
114
SBLX
5270
StableX Technologies, Inc. Common Stock
SBLX
$3.78M
$2K ﹤0.01%
25
BETZ icon
5271
Roundhill Sports Betting & iGaming ETF
BETZ
$84.7M
$2K ﹤0.01%
145
BOXL icon
5272
Boxlight
BOXL
$4.65M
$2K ﹤0.01%
135
-17
-11% -$252
CLMT icon
5273
Calumet Specialty Products
CLMT
$1.53B
$2K ﹤0.01%
110
-7,998
-99% -$145K
CPS icon
5274
Cooper-Standard Automotive
CPS
$689M
$2K ﹤0.01%
106
-40,903
-100% -$772K
CPSH icon
5275
CPS Technologies
CPSH
$48.7M
$2K ﹤0.01%
578
-2,346
-80% -$8.12K