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
SCWX
5376
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
$1.13K ﹤0.01%
168
+128
+320% +$860
GSST icon
5377
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.02B
$1.11K ﹤0.01%
22
-24
-52% -$1.21K
KCE icon
5378
SPDR S&P Capital Markets ETF
KCE
$608M
$1.11K ﹤0.01%
10
-55
-85% -$6.08K
CMDY icon
5379
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$281M
$1.1K ﹤0.01%
22
-678
-97% -$34K
KTTA icon
5380
Pasithea Therapeutics
KTTA
$5.43M
$1.1K ﹤0.01%
150
ZEPP
5381
Zepp Health
ZEPP
$679M
$1.09K ﹤0.01%
268
-447
-63% -$1.83K
THCH icon
5382
TH International
THCH
$81.6M
$1.09K ﹤0.01%
190
-819
-81% -$4.71K
ETG
5383
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.61B
$1.08K ﹤0.01%
59
PDS
5384
Precision Drilling
PDS
$750M
$1.08K ﹤0.01%
16
-16,091
-100% -$1.08M
PFFA icon
5385
Virtus InfraCap US Preferred Stock ETF
PFFA
$1.86B
$1.07K ﹤0.01%
+51
New +$1.07K
FBTC icon
5386
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.9B
$1.04K ﹤0.01%
+16
New +$1.04K
DFNL icon
5387
Davis Select Financial ETF
DFNL
$311M
$1.03K ﹤0.01%
31
SCOR icon
5388
Comscore
SCOR
$32.6M
$1.03K ﹤0.01%
67
+25
+60% +$385
BKHAU
5389
Black Hawk Acquisition Corp Units
BKHAU
$1.01K ﹤0.01%
+100
New +$1.01K
EELV icon
5390
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$401M
$1K ﹤0.01%
42
-36,205
-100% -$865K
IVCPW
5391
DELISTED
Swiftmerge Acquisition Corp. Warrants
IVCPW
0
-$490
LNSR icon
5392
LENSAR
LNSR
$147M
$909 ﹤0.01%
256
+7
+3% +$25
SNCR icon
5393
Synchronoss Technologies
SNCR
$73.8M
$902 ﹤0.01%
108
-13
-11% -$109
MYNA
5394
DELISTED
Mynaric AG American Depository Shares
MYNA
$881 ﹤0.01%
+184
New +$881
BNR
5395
Burning Rock Biotech
BNR
$92.1M
$876 ﹤0.01%
+120
New +$876
LEDS icon
5396
SemiLEDS
LEDS
$17.4M
$870 ﹤0.01%
600
+1
+0.2% +$1
QTTB icon
5397
Q32 Bio
QTTB
$21.8M
$869 ﹤0.01%
51
-2
-4% -$34
MORT icon
5398
VanEck Mortgage REIT Income ETF
MORT
$327M
$865 ﹤0.01%
74
-11,797
-99% -$138K
BNGO icon
5399
Bionano Genomics
BNGO
$8.56M
$855 ﹤0.01%
13
-73
-85% -$4.8K
FEM icon
5400
First Trust Emerging Markets AlphaDEX Fund
FEM
$473M
$846 ﹤0.01%
37