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
ACNT icon
5351
Ascent Industries
ACNT
$114M
$1K ﹤0.01%
128
+100
+357% +$781
ALDX icon
5352
Aldeyra Therapeutics
ALDX
$333M
$1K ﹤0.01%
73
ALGS icon
5353
Aligos Therapeutics
ALGS
$74.4M
$1K ﹤0.01%
27
BBAR icon
5354
BBVA Argentina
BBAR
$2B
$1K ﹤0.01%
256
-1
-0.4% -$4
BBU
5355
Brookfield Business Partners
BBU
$2.41B
$1K ﹤0.01%
95
-6,050
-98% -$63.7K
BDTX icon
5356
Black Diamond Therapeutics
BDTX
$183M
$1K ﹤0.01%
552
BGI icon
5357
Birks Group
BGI
$15.2M
$1K ﹤0.01%
+100
New +$1K
BGSF icon
5358
BGSF Inc
BGSF
$71.8M
$1K ﹤0.01%
81
+67
+479% +$827
BJAN icon
5359
Innovator US Equity Buffer ETF January
BJAN
$290M
$1K ﹤0.01%
17
-103
-86% -$6.06K
BNED icon
5360
Barnes & Noble Education
BNED
$288M
$1K ﹤0.01%
6
-60
-91% -$10K
BSBR icon
5361
Santander
BSBR
$40B
$1K ﹤0.01%
+112
New +$1K
BSJP icon
5362
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$709M
$1K ﹤0.01%
42
-27
-39% -$643
BSL
5363
Blackstone Senior Floating Rate 2027 Term Fund
BSL
$186M
$1K ﹤0.01%
50
-273
-85% -$5.46K
BWG
5364
BrandywineGLOBAL Global Income Opportunities Fund
BWG
$148M
$1K ﹤0.01%
+103
New +$1K
BWZ icon
5365
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$375M
$1K ﹤0.01%
43
+40
+1,333% +$930
CARM icon
5366
Carisma Therapeutics
CARM
$16.4M
$1K ﹤0.01%
291
CEV
5367
Eaton Vance California Municipal Income Trust
CEV
$69.6M
$1K ﹤0.01%
+141
New +$1K
CMPX icon
5368
Compass Therapeutics
CMPX
$604M
$1K ﹤0.01%
+407
New +$1K
CNET icon
5369
ZW Data Action Technologies
CNET
$4.36M
$1K ﹤0.01%
100
CRBP icon
5370
Corbus Pharmaceuticals
CRBP
$118M
$1K ﹤0.01%
193
-1,254
-87% -$6.5K
CRCT icon
5371
Cricut
CRCT
$1.33B
$1K ﹤0.01%
139
CRIS icon
5372
Curis
CRIS
$22.4M
$1K ﹤0.01%
107
-95
-47% -$888
CRMD icon
5373
CorMedix
CRMD
$955M
$1K ﹤0.01%
195
CRVS icon
5374
Corvus Pharmaceuticals
CRVS
$442M
$1K ﹤0.01%
1,201
CTSO icon
5375
Cytosorbents Corp
CTSO
$59.3M
$1K ﹤0.01%
372