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
SKYX icon
5351
SKYX Platforms
SKYX
$126M
$1.93K ﹤0.01%
1,667
+160
+11% +$186
DM
5352
DELISTED
Desktop Metal, Inc.
DM
$1.91K ﹤0.01%
815
REFR icon
5353
Research Frontiers
REFR
$43.4M
$1.9K ﹤0.01%
1,109
-2
-0.2% -$3
CTEV
5354
Claritev Corporation
CTEV
$1.04B
$1.89K ﹤0.01%
128
ETW
5355
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$985M
$1.86K ﹤0.01%
220
-4,423
-95% -$37.4K
VOXX
5356
DELISTED
VOXX International Corporation Class A
VOXX
$1.85K ﹤0.01%
250
PRN icon
5357
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$361M
$1.85K ﹤0.01%
12
+11
+1,100% +$1.69K
SY
5358
So-Young International
SY
$365M
$1.85K ﹤0.01%
2,250
HYZN
5359
DELISTED
Hyzon Motors Inc. Class A Common Stock
HYZN
$1.84K ﹤0.01%
1,745
+1,735
+17,350% +$1.83K
DHX icon
5360
DHI Group
DHX
$143M
$1.83K ﹤0.01%
1,033
DAPR icon
5361
FT Vest US Equity Deep Buffer ETF April
DAPR
$287M
$1.82K ﹤0.01%
+49
New +$1.82K
HOOK
5362
DELISTED
HOOKIPA Pharma
HOOK
$1.79K ﹤0.01%
888
ECC
5363
Eagle Point Credit Co
ECC
$951M
$1.78K ﹤0.01%
+200
New +$1.78K
OGIG icon
5364
ALPS O'Shares Global Internet Giants ETF
OGIG
$163M
$1.75K ﹤0.01%
38
AZUL
5365
DELISTED
Azul
AZUL
$1.67K ﹤0.01%
1,000
-15,500
-94% -$25.9K
BGFV icon
5366
Big 5 Sporting Goods
BGFV
$32.5M
$1.67K ﹤0.01%
931
RYLD icon
5367
Global X Russell 2000 Covered Call ETF
RYLD
$1.27B
$1.65K ﹤0.01%
101
-1,360
-93% -$22.2K
BBU
5368
Brookfield Business Partners
BBU
$2.41B
$1.64K ﹤0.01%
70
-2,749
-98% -$64.4K
PNNT
5369
Pennant Park Investment Corp
PNNT
$469M
$1.6K ﹤0.01%
226
-15,322
-99% -$108K
UTG icon
5370
Reaves Utility Income Fund
UTG
$3.35B
$1.59K ﹤0.01%
50
VVR icon
5371
Invesco Senior Income Trust
VVR
$550M
$1.57K ﹤0.01%
398
-20
-5% -$79
DMAR icon
5372
FT Vest US Equity Deep Buffer ETF March
DMAR
$360M
$1.57K ﹤0.01%
41
-14,262
-100% -$544K
GEM icon
5373
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.1B
$1.56K ﹤0.01%
49
-62,759
-100% -$2M
GSEP icon
5374
FT Vest US Equity Moderate Buffer ETF September
GSEP
$204M
$1.54K ﹤0.01%
+44
New +$1.54K
EMMF icon
5375
WisdomTree Emerging Markets Multifactor Fund
EMMF
$124M
$1.52K ﹤0.01%
57