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
CURI icon
5276
CuriosityStream
CURI
$261M
$2K ﹤0.01%
1,646
+1,582
+2,472% +$1.92K
DAKT icon
5277
Daktronics
DAKT
$1.1B
$2K ﹤0.01%
288
DDM icon
5278
ProShares Ultra Dow30
DDM
$453M
$2K ﹤0.01%
+25
New +$2K
DGLY icon
5279
Digital Ally
DGLY
$3.28M
0
DUST icon
5280
Direxion Daily Gold Miners Index Bear 2X Shares
DUST
$57.1M
$2K ﹤0.01%
16
-2
-11% -$250
DYAI icon
5281
Dyadic International
DYAI
$35.5M
$2K ﹤0.01%
1,197
+1,168
+4,028% +$1.95K
ELVN icon
5282
Enliven Therapeutics
ELVN
$1.17B
$2K ﹤0.01%
+94
New +$2K
ENTX icon
5283
Entera Bio
ENTX
$84.5M
$2K ﹤0.01%
+1,868
New +$2K
FBZ
5284
DELISTED
First Trust Brazil AlphaDEX Fund
FBZ
$2K ﹤0.01%
+238
New +$2K
GLTO icon
5285
Galecto
GLTO
$3.74M
$2K ﹤0.01%
34
GOOS
5286
Canada Goose Holdings
GOOS
$1.42B
$2K ﹤0.01%
82
HIBL icon
5287
Direxion Daily S&P 500 High Beta Bull 3X Shares
HIBL
$57.3M
$2K ﹤0.01%
+77
New +$2K
HOWL icon
5288
Werewolf Therapeutics
HOWL
$66.3M
$2K ﹤0.01%
748
IDE
5289
Voya Infrastructure, Industrials and Materials Fund
IDE
$189M
$2K ﹤0.01%
256
-2,717
-91% -$21.2K
ITM icon
5290
VanEck Intermediate Muni ETF
ITM
$1.97B
$2K ﹤0.01%
+42
New +$2K
IVOL icon
5291
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$376M
$2K ﹤0.01%
110
-2,147,631
-100% -$39M
LAB icon
5292
Standard BioTools
LAB
$504M
$2K ﹤0.01%
1,311
LVWR icon
5293
LiveWire
LVWR
$1.02B
$2K ﹤0.01%
+245
New +$2K
MSD
5294
Morgan Stanley Emerging Markets Debt Fund
MSD
$153M
$2K ﹤0.01%
+280
New +$2K
NCA icon
5295
Nuveen California Municipal Value Fund
NCA
$288M
$2K ﹤0.01%
180
-1,465
-89% -$16.3K
NUWE icon
5296
Nuwellis
NUWE
$3.85M
0
NVDS icon
5297
Tradr 1.25X NVDA Bear Daily ETF
NVDS
$49M
$2K ﹤0.01%
+5
New +$2K
OXSQ icon
5298
Oxford Square Capital
OXSQ
$171M
$2K ﹤0.01%
579
+346
+148% +$1.2K
PALI icon
5299
Palisade Bio
PALI
$5.32M
$2K ﹤0.01%
42
-32
-43% -$1.52K
PGP
5300
PIMCO Global StockPLUS & Income Fund
PGP
$99.5M
$2K ﹤0.01%
+217
New +$2K