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
+11.39%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.12T
AUM Growth
+$146B
Cap. Flow
+$51.6B
Cap. Flow %
4.59%
Top 10 Hldgs %
22.59%
Holding
6,913
New
394
Increased
2,972
Reduced
2,339
Closed
499

Sector Composition

1 Technology 22.83%
2 Healthcare 10.08%
3 Consumer Discretionary 9.55%
4 Financials 9.44%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
MBOT icon
5351
Microbot Medical
MBOT
$168M
$1.45K ﹤0.01%
1,181
+11
+0.9% +$14
JULT icon
5352
AllianzIM US Large Cap Buffer10 Jul ETF
JULT
$84.3M
$1.43K ﹤0.01%
40
-352
-90% -$12.6K
GLBS icon
5353
Globus Maritime Ltd
GLBS
$26.8M
$1.39K ﹤0.01%
635
-2,421
-79% -$5.32K
HYFM icon
5354
Hydrofarm Holdings
HYFM
$15M
$1.37K ﹤0.01%
127
-186
-59% -$2.01K
CTRN icon
5355
Citi Trends
CTRN
$269M
$1.36K ﹤0.01%
+50
New +$1.36K
REFR icon
5356
Research Frontiers
REFR
$48.1M
$1.36K ﹤0.01%
1,042
UTG icon
5357
Reaves Utility Income Fund
UTG
$3.42B
$1.35K ﹤0.01%
50
FBIO icon
5358
Fortress Biotech
FBIO
$109M
$1.34K ﹤0.01%
672
-623
-48% -$1.25K
NFJ
5359
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.23B
$1.33K ﹤0.01%
104
-40,198
-100% -$514K
BIVI icon
5360
BioVie
BIVI
$14M
$1.29K ﹤0.01%
24
+2
+9% +$108
TMFC icon
5361
Motley Fool 100 Index ETF
TMFC
$1.73B
$1.29K ﹤0.01%
+26
New +$1.29K
GGN
5362
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$779M
$1.29K ﹤0.01%
+333
New +$1.29K
LABP
5363
DELISTED
Landos Biopharma, Inc. Common Stock
LABP
$1.27K ﹤0.01%
59
TLTW icon
5364
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.37B
$1.26K ﹤0.01%
47
AKO.A icon
5365
Embotelladora Andina Series A
AKO.A
$3.19B
$1.25K ﹤0.01%
100
-500
-83% -$6.27K
VIXM icon
5366
ProShares VIX Mid-Term Futures ETF
VIXM
$40.8M
$1.25K ﹤0.01%
79
-150
-66% -$2.38K
PRST
5367
DELISTED
Presto Technologies, Inc. Common Stock
PRST
$1.25K ﹤0.01%
7,172
+788
+12% +$137
XRTX
5368
XORTX Therapeutics
XRTX
$4.33M
$1.21K ﹤0.01%
+254
New +$1.21K
ACB
5369
Aurora Cannabis
ACB
$286M
$1.19K ﹤0.01%
137
-18
-12% -$156
BOLT icon
5370
Bolt Biotherapeutics
BOLT
$10M
$1.18K ﹤0.01%
42
CRIS icon
5371
Curis
CRIS
$21.2M
$1.17K ﹤0.01%
108
MTLS
5372
Materialise
MTLS
$312M
$1.17K ﹤0.01%
222
-14,375
-98% -$75.9K
DFJ icon
5373
WisdomTree Japan SmallCap Dividend Fund
DFJ
$319M
$1.16K ﹤0.01%
15
EWO icon
5374
iShares MSCI Austria ETF
EWO
$109M
$1.15K ﹤0.01%
53
DSX.WS icon
5375
Diana Shipping Inc Warrants exp 2026
DSX.WS
$13.7M
0
-$610