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
JPC icon
5301
Nuveen Preferred & Income Opportunities Fund
JPC
$2.64B
$2.82K ﹤0.01%
359
PSMR icon
5302
Pacer Swan SOS Moderate April ETF
PSMR
$88.7M
$2.79K ﹤0.01%
+100
New +$2.79K
EIS icon
5303
iShares MSCI Israel ETF
EIS
$414M
$2.77K ﹤0.01%
36
MGOL
5304
DELISTED
MGO Global Inc. Common Stock
MGOL
$2.76K ﹤0.01%
+4,894
New +$2.76K
OCTT icon
5305
AllianzIM U.S. Large Cap Buffer10 Oct ETF
OCTT
$49.3M
$2.71K ﹤0.01%
71
DSY
5306
Big Tree Cloud Holdings
DSY
$91.9M
$2.71K ﹤0.01%
+870
New +$2.71K
EZBC icon
5307
Franklin Bitcoin ETF
EZBC
$579M
$2.71K ﹤0.01%
+50
New +$2.71K
FDNI icon
5308
First Trust Dow Jones International Internet ETF
FDNI
$45.7M
$2.68K ﹤0.01%
+98
New +$2.68K
MNOV icon
5309
MediciNova
MNOV
$62.3M
$2.68K ﹤0.01%
1,276
-10,000
-89% -$21K
FETH
5310
Fidelity Ethereum Fund
FETH
$1.82B
$2.67K ﹤0.01%
+80
New +$2.67K
XAIR icon
5311
Beyond Air
XAIR
$11.8M
$2.66K ﹤0.01%
371
-45
-11% -$323
GOEV
5312
DELISTED
Canoo Inc. Class A Common Stock
GOEV
$2.65K ﹤0.01%
1,881
+426
+29% +$601
RUM icon
5313
Rumble
RUM
$2.44B
$2.62K ﹤0.01%
201
-8
-4% -$104
IFRX icon
5314
InflaRx
IFRX
$107M
$2.61K ﹤0.01%
1,058
+1,000
+1,724% +$2.47K
LTBR icon
5315
Lightbridge
LTBR
$358M
$2.6K ﹤0.01%
+550
New +$2.6K
RSPC icon
5316
Invesco S&P 500 Equal Weight Communication Services ETF
RSPC
$68M
$2.57K ﹤0.01%
75
+35
+88% +$1.2K
BKCH icon
5317
Global X Blockchain ETF
BKCH
$267M
$2.56K ﹤0.01%
+50
New +$2.56K
CMTL icon
5318
Comtech Telecommunications
CMTL
$65.3M
$2.56K ﹤0.01%
637
+81
+15% +$325
NVG icon
5319
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.64B
$2.55K ﹤0.01%
208
ZVIA icon
5320
Zevia
ZVIA
$184M
$2.54K ﹤0.01%
606
-34
-5% -$142
IEUS icon
5321
iShares MSCI Europe Small-Cap ETF
IEUS
$157M
$2.47K ﹤0.01%
46
KNDI
5322
Kandi Technologies Group
KNDI
$113M
$2.46K ﹤0.01%
2,053
-500
-20% -$600
SHIM icon
5323
Shimmick
SHIM
$115M
$2.43K ﹤0.01%
939
WHF icon
5324
WhiteHorse Finance
WHF
$202M
$2.39K ﹤0.01%
247
-400
-62% -$3.87K
BEEM icon
5325
Beam Global
BEEM
$43.3M
$2.39K ﹤0.01%
753