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
CAN
5376
Canaan Creative
CAN
$384M
$2.84K ﹤0.01%
+1,231
New +$2.84K
ANVS icon
5377
Annovis Bio
ANVS
$46.6M
$2.84K ﹤0.01%
+152
New +$2.84K
DECZ icon
5378
TrueShares Structured Outcome December ETF
DECZ
$65M
$2.84K ﹤0.01%
+89
New +$2.84K
RFM
5379
RiverNorth Flexible Municipal Income Fund
RFM
$87.7M
$2.82K ﹤0.01%
+182
New +$2.82K
SEEL
5380
DELISTED
Seelos Therapeutics, Inc. Common Stock
SEEL
$2.8K ﹤0.01%
16
+8
+100% +$1.4K
FTHI icon
5381
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.56B
$2.8K ﹤0.01%
131
CAAS icon
5382
China Automotive Systems
CAAS
$141M
$2.78K ﹤0.01%
+861
New +$2.78K
VSTM icon
5383
Verastem
VSTM
$575M
$2.78K ﹤0.01%
341
BIVI icon
5384
BioVie
BIVI
$14.2M
$2.73K ﹤0.01%
22
RVSB icon
5385
Riverview Bancorp
RVSB
$104M
$2.71K ﹤0.01%
423
-88
-17% -$563
ETW
5386
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$987M
$2.68K ﹤0.01%
345
-7,739
-96% -$60.1K
DALI icon
5387
First Trust DorseyWright DALI 1 ETF
DALI
$118M
$2.68K ﹤0.01%
+124
New +$2.68K
IEUS icon
5388
iShares MSCI Europe Small-Cap ETF
IEUS
$158M
$2.59K ﹤0.01%
46
+21
+84% +$1.18K
TDTT icon
5389
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.76B
$2.58K ﹤0.01%
+109
New +$2.58K
ENZ
5390
DELISTED
Enzo Biochem, Inc.
ENZ
$2.55K ﹤0.01%
1,833
MISL icon
5391
First Trust Indxx Aerospace & Defense ETF
MISL
$191M
$2.55K ﹤0.01%
+100
New +$2.55K
MMU
5392
Western Asset Managed Municipals Fund
MMU
$566M
$2.52K ﹤0.01%
248
+242
+4,033% +$2.46K
BETZ icon
5393
Roundhill Sports Betting & iGaming ETF
BETZ
$84.7M
$2.51K ﹤0.01%
145
BSMQ icon
5394
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$289M
$2.51K ﹤0.01%
105
-167
-61% -$4K
SA
5395
Seabridge Gold
SA
$1.9B
$2.5K ﹤0.01%
206
-169,339
-100% -$2.05M
FXB icon
5396
Invesco CurrencyShares British Pound Sterling Trust
FXB
$91.3M
$2.46K ﹤0.01%
+20
New +$2.46K
AUBN icon
5397
Auburn National Bancorp
AUBN
$89.1M
$2.43K ﹤0.01%
114
MAAS
5398
Maase Inc. Class A Ordinary Shares
MAAS
$863M
$2.43K ﹤0.01%
+7
New +$2.43K
AMBR
5399
Amber International Holding Limited American Depositary Shares
AMBR
$393M
$2.42K ﹤0.01%
632
+285
+82% +$1.09K
BILZ icon
5400
PIMCO Ultra Short Government Active ETF
BILZ
$899M
$2.42K ﹤0.01%
+24
New +$2.42K