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
+8.58%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$806B
AUM Growth
+$54.6B
Cap. Flow
-$1.63B
Cap. Flow %
-0.2%
Top 10 Hldgs %
18.23%
Holding
6,269
New
482
Increased
2,694
Reduced
1,975
Closed
332

Sector Composition

1 Technology 18.04%
2 Financials 11.12%
3 Healthcare 10.53%
4 Consumer Discretionary 10.3%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
EFNL icon
5351
iShares MSCI Finland ETF
EFNL
$29.8M
$2K ﹤0.01%
51
FNWB icon
5352
First Northwest Bancorp
FNWB
$62.4M
$2K ﹤0.01%
+98
New +$2K
FONR icon
5353
Fonar
FONR
$97.3M
$2K ﹤0.01%
+124
New +$2K
FTFT icon
5354
Future FinTech Group
FTFT
$7.38M
$2K ﹤0.01%
26
+22
+550% +$1.69K
GFS icon
5355
GlobalFoundries
GFS
$18.1B
$2K ﹤0.01%
+25
New +$2K
CBIO
5356
Crescent Biopharma, Inc. Common Stock
CBIO
$177M
$2K ﹤0.01%
12
-294
-96% -$49K
GOEX icon
5357
Global X Gold Explorers ETF NEW
GOEX
$88.4M
$2K ﹤0.01%
80
-170
-68% -$4.25K
GWX icon
5358
SPDR S&P International Small Cap ETF
GWX
$779M
$2K ﹤0.01%
64
IHDG icon
5359
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.33B
$2K ﹤0.01%
40
IMTB icon
5360
iShares Core 5-10 Year USD Bond ETF
IMTB
$257M
$2K ﹤0.01%
34
+8
+31% +$471
IXP icon
5361
iShares Global Comm Services ETF
IXP
$617M
$2K ﹤0.01%
29
-20
-41% -$1.38K
KTTA icon
5362
Pasithea Therapeutics
KTTA
$5.61M
$2K ﹤0.01%
+50
New +$2K
MFEM icon
5363
PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
MFEM
$104M
$2K ﹤0.01%
+100
New +$2K
MORT icon
5364
VanEck Mortgage REIT Income ETF
MORT
$337M
$2K ﹤0.01%
100
MUX icon
5365
McEwen Inc.
MUX
$733M
$2K ﹤0.01%
188
+14
+8% +$149
REFR icon
5366
Research Frontiers
REFR
$42.7M
$2K ﹤0.01%
1,042
SPSM icon
5367
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.6B
$2K ﹤0.01%
50
SPYX icon
5368
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
$2.32B
$2K ﹤0.01%
60
UTG icon
5369
Reaves Utility Income Fund
UTG
$3.32B
$2K ﹤0.01%
50
YRD
5370
Yiren Digital
YRD
$497M
$2K ﹤0.01%
850
BFI
5371
DELISTED
BurgerFi International, Inc. Common Stock
BFI
$2K ﹤0.01%
400
NBSTW
5372
DELISTED
Newbury Street Acquisition Corporation Warrants
NBSTW
0
AIU
5373
DELISTED
Meta Data Limited American Depositary Shares, each representing ten (10) Class A Ordinary Shares
AIU
$2K ﹤0.01%
50
-6
-11% -$240
COOL
5374
DELISTED
Corner Growth Acquisition Corp. Class A Ordinary Shares
COOL
$2K ﹤0.01%
180
BIOL
5375
DELISTED
Biolase, Inc.
BIOL
$2K ﹤0.01%
+2
New +$2K