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
+13.64%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.45T
AUM Growth
+$141B
Cap. Flow
+$5.68B
Cap. Flow %
0.39%
Top 10 Hldgs %
26.46%
Holding
6,883
New
436
Increased
2,262
Reduced
2,874
Closed
680

Sector Composition

1 Technology 25.87%
2 Financials 10.43%
3 Consumer Discretionary 10.13%
4 Communication Services 7.61%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TSQ icon
5401
Townsquare Media
TSQ
$115M
$2.31K ﹤0.01%
292
-6,117
-95% -$48.4K
IVOL icon
5402
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$375M
$2.3K ﹤0.01%
117
+100
+588% +$1.96K
RYLD icon
5403
Global X Russell 2000 Covered Call ETF
RYLD
$1.27B
$2.3K ﹤0.01%
154
-318
-67% -$4.74K
ATOS icon
5404
Atossa Therapeutics
ATOS
$108M
$2.28K ﹤0.01%
2,741
-116,188
-98% -$96.4K
PYXS icon
5405
Pyxis Oncology
PYXS
$116M
$2.28K ﹤0.01%
2,068
-26,067
-93% -$28.7K
PST icon
5406
ProShares Trust UltraShort Lehman 7-10 Year Treasury
PST
$13.2M
$2.26K ﹤0.01%
+100
New +$2.26K
PRFD icon
5407
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
$203M
$2.24K ﹤0.01%
+44
New +$2.24K
PUI icon
5408
Invesco Dorsey Wright Utilities Momentum ETF
PUI
$55.4M
$2.22K ﹤0.01%
53
-71
-57% -$2.97K
TELO icon
5409
Telomir Pharmaceuticals
TELO
$47.4M
$2.2K ﹤0.01%
1,762
-7,519
-81% -$9.4K
MGX icon
5410
Metagenomi
MGX
$71.3M
$2.18K ﹤0.01%
1,470
-13,118
-90% -$19.4K
NNBR icon
5411
NN Inc
NNBR
$118M
$2.16K ﹤0.01%
1,030
-40,055
-97% -$84.1K
EXOD
5412
Exodus Movement, Inc.
EXOD
$818M
$2.13K ﹤0.01%
+74
New +$2.13K
GRX
5413
Gabelli Healthcare & Wellness Trust
GRX
$146M
$2.13K ﹤0.01%
225
-286
-56% -$2.7K
ETHA
5414
iShares Ethereum Trust ETF
ETHA
$2.63B
$2.12K ﹤0.01%
111
-5,043
-98% -$96.2K
ASRT icon
5415
Assertio
ASRT
$78.4M
$2.1K ﹤0.01%
3,268
ANGHW icon
5416
Anghami Inc Warrants
ANGHW
$155K
0
-$2.17K
SOCL icon
5417
Global X Social Media ETF
SOCL
$156M
$2.08K ﹤0.01%
39
-110
-74% -$5.88K
INTT icon
5418
inTEST
INTT
$89.2M
$2.05K ﹤0.01%
282
-6,100
-96% -$44.4K
AKO.B icon
5419
Embotelladora Andina Series B
AKO.B
$3.93B
$2.04K ﹤0.01%
+84
New +$2.04K
OGIG icon
5420
ALPS O'Shares Global Internet Giants ETF
OGIG
$163M
$2.04K ﹤0.01%
38
ENLV icon
5421
Enlivex Therapeutics
ENLV
$25.3M
$2.03K ﹤0.01%
1,814
-99
-5% -$111
GDEVW icon
5422
GDEV Inc. Warrant
GDEVW
$356K
0
-$3.13K
BNDW icon
5423
Vanguard Total World Bond ETF
BNDW
$1.33B
$2.01K ﹤0.01%
+29
New +$2.01K
QAI icon
5424
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$710M
$2K ﹤0.01%
62
-145
-70% -$4.69K
UHGWW
5425
United Homes Group, Inc. Warrant
UHGWW
$109M
0