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
-2.33%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$857B
AUM Growth
-$16.8B
Cap. Flow
+$11.9B
Cap. Flow %
1.39%
Top 10 Hldgs %
20.4%
Holding
6,847
New
817
Increased
2,095
Reduced
2,897
Closed
321

Sector Composition

1 Technology 20.05%
2 Healthcare 11.18%
3 Financials 9.56%
4 Consumer Discretionary 9.09%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SPIR icon
5251
Spire Global
SPIR
$327M
$3.37K ﹤0.01%
689
-3,855
-85% -$18.9K
CALT
5252
DELISTED
Calliditas Therapeutics AB American Depositary Shares
CALT
$3.34K ﹤0.01%
183
-182
-50% -$3.32K
SKLZ icon
5253
Skillz
SKLZ
$112M
$3.33K ﹤0.01%
653
-7,187
-92% -$36.7K
DDEC icon
5254
FT Vest US Equity Deep Buffer ETF December
DDEC
$347M
$3.32K ﹤0.01%
+99
New +$3.32K
HAUZ icon
5255
Xtrackers International Real Estate ETF
HAUZ
$904M
$3.32K ﹤0.01%
+170
New +$3.32K
DAUG icon
5256
FT Vest US Equity Deep Buffer ETF August
DAUG
$353M
$3.31K ﹤0.01%
100
-17,048
-99% -$564K
ICCM icon
5257
IceCure Medical
ICCM
$72.1M
$3.3K ﹤0.01%
+5,950
New +$3.3K
CMRX
5258
DELISTED
Chimerix, Inc.
CMRX
$3.28K ﹤0.01%
3,416
-320,088
-99% -$307K
KARS icon
5259
KraneShares Electric Vehicles and Future Mobility Index ETF
KARS
$80.6M
$3.28K ﹤0.01%
119
LITS
5260
Lite Strategy Inc
LITS
$91.9M
$3.27K ﹤0.01%
466
+425
+1,037% +$2.98K
COCP icon
5261
Cocrystal Pharma
COCP
$13.6M
$3.26K ﹤0.01%
1,744
+1,291
+285% +$2.41K
FIAX icon
5262
Nicholas Fixed Income Alternative ETF
FIAX
$157M
$3.25K ﹤0.01%
+166
New +$3.25K
RCACW
5263
DELISTED
Revelstone Capital Acquisition Corp. Warrant
RCACW
0
-$3.61K
GQRE icon
5264
FlexShares Global Quality Real Estate Index Fund
GQRE
$375M
$3.23K ﹤0.01%
66
ABAT icon
5265
American Battery Technology Co
ABAT
$305M
$3.17K ﹤0.01%
+367
New +$3.17K
IGLD icon
5266
FT Vest Gold Strategy Target Income ETF
IGLD
$285M
$3.14K ﹤0.01%
173
-1,121
-87% -$20.3K
YTRA icon
5267
Yatra Online
YTRA
$93.5M
$3.1K ﹤0.01%
+1,540
New +$3.1K
CVIIW
5268
DELISTED
Churchill Capital Corp VII Warrants
CVIIW
0
-$1.4K
ACTV icon
5269
LeaderShares Activist Leaders ETF
ACTV
$11M
$3.05K ﹤0.01%
+100
New +$3.05K
PIZ icon
5270
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$447M
$3.04K ﹤0.01%
+106
New +$3.04K
NAAS
5271
NaaS Technology Inc
NAAS
$9.58M
$3.03K ﹤0.01%
+3
New +$3.03K
BSMS icon
5272
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$226M
$3.02K ﹤0.01%
+134
New +$3.02K
AONC
5273
DELISTED
American Oncology Network, Inc. Class A Common Stock
AONC
$3K ﹤0.01%
+323
New +$3K
UEIC icon
5274
Universal Electronics
UEIC
$61.2M
$3K ﹤0.01%
331
UWMC icon
5275
UWM Holdings
UWMC
$1.4B
$2.97K ﹤0.01%
613