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
+3.06%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.26T
AUM Growth
+$14.3B
Cap. Flow
+$5.38B
Cap. Flow %
0.43%
Top 10 Hldgs %
25.81%
Holding
6,736
New
347
Increased
3,014
Reduced
2,161
Closed
355

Sector Composition

1 Technology 24.62%
2 Financials 10.74%
3 Consumer Discretionary 10.45%
4 Healthcare 8.46%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
AIO
5251
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
$847M
$4.14K ﹤0.01%
168
-66
-28% -$1.63K
CAAS icon
5252
China Automotive Systems
CAAS
$141M
$4.14K ﹤0.01%
1,009
-882
-47% -$3.62K
SOXL icon
5253
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$13.1B
$4.12K ﹤0.01%
151
-4
-3% -$109
IBLC icon
5254
iShares Blockchain and Tech ETF
IBLC
$64M
$4.09K ﹤0.01%
+119
New +$4.09K
GAIA icon
5255
Gaia
GAIA
$148M
$4.08K ﹤0.01%
908
LODE icon
5256
Comstock
LODE
$137M
$4.05K ﹤0.01%
506
+465
+1,134% +$3.72K
TCPC icon
5257
BlackRock TCP Capital
TCPC
$615M
$4.04K ﹤0.01%
464
-1,217
-72% -$10.6K
GLDI icon
5258
Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033
GLDI
$36.5M
$3.99K ﹤0.01%
26
+25
+2,500% +$3.84K
HAUZ icon
5259
Xtrackers International Real Estate ETF
HAUZ
$912M
$3.98K ﹤0.01%
201
+137
+214% +$2.71K
BITF
5260
Bitfarms
BITF
$1.13B
$3.97K ﹤0.01%
2,661
-1,044
-28% -$1.56K
ANY icon
5261
Sphere 3D
ANY
$20.1M
$3.92K ﹤0.01%
4,146
+4,098
+8,538% +$3.87K
ISCF icon
5262
iShares International Small Cap Equity Factor ETF
ISCF
$469M
$3.91K ﹤0.01%
+121
New +$3.91K
QPFF
5263
DELISTED
American Century Quality Preferred ETF
QPFF
$3.71K ﹤0.01%
103
EVV
5264
Eaton Vance Limited Duration Income Fund
EVV
$1.19B
$3.7K ﹤0.01%
+379
New +$3.7K
IMPP icon
5265
Imperial Petroleum
IMPP
$142M
$3.6K ﹤0.01%
1,197
-1,099
-48% -$3.31K
EOCT icon
5266
Innovator Emerging Markets Power Buffer ETF October
EOCT
$80.2M
$3.56K ﹤0.01%
+137
New +$3.56K
UAUG icon
5267
Innovator US Equity Ultra Buffer ETF August
UAUG
$238M
$3.55K ﹤0.01%
100
-10,833
-99% -$385K
BFLY icon
5268
Butterfly Network
BFLY
$390M
$3.53K ﹤0.01%
1,131
-1,276
-53% -$3.98K
MSSM
5269
Morgan Stanley Pathway Small-Mid Cap Equity ETF
MSSM
$687M
$3.52K ﹤0.01%
+75
New +$3.52K
GHYB icon
5270
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
$96.1M
$3.51K ﹤0.01%
79
JKS
5271
JinkoSolar
JKS
$1.22B
$3.51K ﹤0.01%
141
-207
-59% -$5.15K
ROM icon
5272
ProShares Ultra Technology
ROM
$816M
$3.49K ﹤0.01%
50
CREVW icon
5273
Carbon Revolution Public Limited Company Warrant
CREVW
0
-$1.4K
HCM icon
5274
HUTCHMED
HCM
$2.83B
$3.46K ﹤0.01%
240
+191
+390% +$2.75K
IHAK icon
5275
iShares Cybersecurity and Tech ETF
IHAK
$948M
$3.44K ﹤0.01%
70
-193
-73% -$9.47K