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
NVDY icon
5326
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.86B
$2.34K ﹤0.01%
+100
New +$2.34K
NOAH
5327
Noah Holdings
NOAH
$787M
$2.32K ﹤0.01%
198
-2,734
-93% -$32K
YCL icon
5328
ProShares Ultra Yen
YCL
$55.9M
$2.26K ﹤0.01%
+111
New +$2.26K
LNSR icon
5329
LENSAR
LNSR
$145M
$2.24K ﹤0.01%
250
IPO icon
5330
Renaissance IPO ETF
IPO
$184M
$2.18K ﹤0.01%
+50
New +$2.18K
AVGE icon
5331
Avantis All Equity Markets ETF
AVGE
$602M
$2.17K ﹤0.01%
30
-430
-93% -$31.1K
GRX
5332
Gabelli Healthcare & Wellness Trust
GRX
$144M
$2.17K ﹤0.01%
225
EMHY icon
5333
iShares JPMorgan EM High Yield Bond ETF
EMHY
$500M
$2.17K ﹤0.01%
57
-195
-77% -$7.41K
MIST icon
5334
Milestone Pharmaceuticals
MIST
$145M
$2.12K ﹤0.01%
+900
New +$2.12K
UWMC icon
5335
UWM Holdings
UWMC
$1.49B
$2.12K ﹤0.01%
361
-83,921
-100% -$493K
LBTYB icon
5336
Liberty Global Class B
LBTYB
$2.1K ﹤0.01%
161
WOOD icon
5337
iShares Global Timber & Forestry ETF
WOOD
$247M
$2.1K ﹤0.01%
27
SNSR icon
5338
Global X Internet of Things ETF
SNSR
$225M
$2.09K ﹤0.01%
60
-356
-86% -$12.4K
VERI icon
5339
Veritone
VERI
$201M
$2.08K ﹤0.01%
635
LUCK
5340
Lucky Strike Entertainment Corporation
LUCK
$1.35B
$2.07K ﹤0.01%
207
-8,451
-98% -$84.6K
GAM
5341
General American Investors Company
GAM
$1.41B
$2.04K ﹤0.01%
40
-430
-91% -$21.9K
KNO
5342
AXS Knowledge Leaders ETF
KNO
$39.2M
$2.03K ﹤0.01%
+47
New +$2.03K
DPG
5343
Duff & Phelps Utility and Infrastructure Fund
DPG
$458M
$2.02K ﹤0.01%
173
PLCE icon
5344
Children's Place
PLCE
$170M
$2.01K ﹤0.01%
192
KXIN icon
5345
Kaixin Holdings
KXIN
$11.7M
$1.99K ﹤0.01%
+1,307
New +$1.99K
BJAN icon
5346
Innovator US Equity Buffer ETF January
BJAN
$290M
$1.97K ﹤0.01%
41
-5,671
-99% -$272K
BCDA icon
5347
BioCardia
BCDA
$12.3M
$1.96K ﹤0.01%
+899
New +$1.96K
STEC
5348
Santech Holdings Limited American Depositary Shares
STEC
$180M
$1.95K ﹤0.01%
+1,589
New +$1.95K
INSG icon
5349
Inseego
INSG
$199M
$1.95K ﹤0.01%
190
-33,854
-99% -$347K
ALLK
5350
DELISTED
Allakos
ALLK
$1.95K ﹤0.01%
1,610
-7
-0.4% -$8