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
+11.29%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$979B
AUM Growth
+$122B
Cap. Flow
+$26.9B
Cap. Flow %
2.75%
Top 10 Hldgs %
20.99%
Holding
6,985
New
460
Increased
3,284
Reduced
2,043
Closed
468

Sector Composition

1 Technology 21.83%
2 Healthcare 10.29%
3 Financials 9.88%
4 Consumer Discretionary 9.44%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CNVS icon
5351
Cineverse
CNVS
$64.9M
$3.27K ﹤0.01%
2,425
+2,412
+18,554% +$3.26K
GHLD icon
5352
Guild Holdings
GHLD
$1.24B
$3.2K ﹤0.01%
+227
New +$3.2K
MLGO
5353
MicroAlgo
MLGO
$96.5M
$3.19K ﹤0.01%
+1
New +$3.19K
QABA icon
5354
First Trust NASDAQ ABA Community Bank Index Fund
QABA
$107M
$3.19K ﹤0.01%
+64
New +$3.19K
USA icon
5355
Liberty All-Star Equity Fund
USA
$1.93B
$3.16K ﹤0.01%
495
-81,114
-99% -$517K
UEIC icon
5356
Universal Electronics
UEIC
$63.2M
$3.11K ﹤0.01%
331
TOON icon
5357
Kartoon Studios
TOON
$38.5M
$3.11K ﹤0.01%
2,234
+2,207
+8,174% +$3.07K
NB
5358
NioCorp Developments
NB
$369M
$3.09K ﹤0.01%
3,762
+2,499
+198% +$2.06K
QEMM icon
5359
SPDR MSCI Emerging Markets StrategicFactors ETF
QEMM
$41.5M
$3.09K ﹤0.01%
54
IBMO icon
5360
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$522M
$3.07K ﹤0.01%
120
-149
-55% -$3.81K
KARS icon
5361
KraneShares Electric Vehicles and Future Mobility Index ETF
KARS
$77.2M
$3.06K ﹤0.01%
119
PROC
5362
DELISTED
Procaps Group, S.A. Ordinary Shares
PROC
$3.03K ﹤0.01%
+745
New +$3.03K
GALT icon
5363
Galectin Therapeutics
GALT
$373M
$3.03K ﹤0.01%
1,823
+1,730
+1,860% +$2.87K
GWX icon
5364
SPDR S&P International Small Cap ETF
GWX
$787M
$3.02K ﹤0.01%
95
MCAAW
5365
DELISTED
Mountain & Co. I Acquisition Corp. Warrant
MCAAW
0
HYPR icon
5366
Hyperfine
HYPR
$114M
$2.99K ﹤0.01%
2,668
+26
+1% +$29
SATL icon
5367
Satellogic
SATL
$398M
$2.98K ﹤0.01%
1,700
FEBT icon
5368
AllianzIM U.S. Large Cap Buffer10 Feb ETF
FEBT
$102M
$2.95K ﹤0.01%
+102
New +$2.95K
BSFC
5369
DELISTED
Blue Star Foods Corp. Common Stock
BSFC
$2.94K ﹤0.01%
+408
New +$2.94K
CREVW icon
5370
Carbon Revolution Public Limited Company Warrant
CREVW
0
LBTYB icon
5371
Liberty Global Class B
LBTYB
$2.92K ﹤0.01%
+165
New +$2.92K
GSSC icon
5372
GS ActiveBeta US Small Cap Equity ETF
GSSC
$638M
$2.9K ﹤0.01%
46
HYFM icon
5373
Hydrofarm Holdings
HYFM
$14.9M
$2.87K ﹤0.01%
+313
New +$2.87K
BALT icon
5374
Innovator Defined Wealth Shield ETF
BALT
$1.66B
$2.86K ﹤0.01%
100
-125,155
-100% -$3.58M
HEPS
5375
D-Market Electronic Services & Trading
HEPS
$945M
$2.86K ﹤0.01%
2,573
-12
-0.5% -$13