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
PHI icon
5426
PLDT
PHI
$4.24B
$2.02K ﹤0.01%
86
-57
-40% -$1.34K
AIOT
5427
PowerFleet, Inc. Common Stock
AIOT
$699M
$2K ﹤0.01%
584
+545
+1,397% +$1.86K
STIM icon
5428
Neuronetics
STIM
$229M
$2K ﹤0.01%
688
+635
+1,198% +$1.84K
GBAB
5429
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB
$427M
$1.96K ﹤0.01%
121
ACXP icon
5430
Acurx Pharmaceuticals
ACXP
$6.77M
$1.96K ﹤0.01%
+26
New +$1.96K
EVM
5431
Eaton Vance California Municipal Bond Fund
EVM
$232M
$1.94K ﹤0.01%
212
-5,734
-96% -$52.5K
BWG
5432
BrandywineGLOBAL Global Income Opportunities Fund
BWG
$149M
$1.94K ﹤0.01%
232
+149
+180% +$1.25K
ISCB icon
5433
iShares Morningstar Small-Cap ETF
ISCB
$253M
$1.93K ﹤0.01%
36
JMIA
5434
Jumia Technologies
JMIA
$1.19B
$1.93K ﹤0.01%
546
MBOT icon
5435
Microbot Medical
MBOT
$189M
$1.92K ﹤0.01%
1,170
+7
+0.6% +$11
ENX
5436
Eaton Vance New York Municipal Bond Fund
ENX
$177M
$1.91K ﹤0.01%
+198
New +$1.91K
SCHJ icon
5437
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$584M
$1.91K ﹤0.01%
78
-3,620
-98% -$88.6K
IGI
5438
Western Asset Investment Grade Defined Opportunity Trust
IGI
$101M
$1.9K ﹤0.01%
108
-233
-68% -$4.1K
PSNL icon
5439
Personalis
PSNL
$541M
$1.86K ﹤0.01%
886
-3,535,231
-100% -$7.43M
ZSL icon
5440
ProShares UltraShort Silver
ZSL
$19.4M
$1.82K ﹤0.01%
25
-44
-64% -$3.21K
GUT
5441
Gabelli Utility Trust
GUT
$536M
$1.81K ﹤0.01%
+342
New +$1.81K
FDEC icon
5442
FT Vest US Equity Buffer ETF December
FDEC
$1.07B
$1.79K ﹤0.01%
+46
New +$1.79K
GENK icon
5443
GEN Restaurant Group
GENK
$16.7M
$1.79K ﹤0.01%
+229
New +$1.79K
BNZIW icon
5444
Banzai International, Inc. Warrant
BNZIW
$292K
0
-$4.86K
ELDN icon
5445
Eledon Pharmaceuticals
ELDN
$152M
$1.78K ﹤0.01%
990
+964
+3,708% +$1.74K
TDW.WS
5446
DELISTED
Tidewater Inc.
TDW.WS
0
-$2.44K
CGC
5447
Canopy Growth
CGC
$434M
$1.76K ﹤0.01%
345
-5,082
-94% -$26K
EBR.B icon
5448
Eletrobras Preferred Shares
EBR.B
$20.4B
$1.75K ﹤0.01%
184
+116
+171% +$1.1K
ACNT icon
5449
Ascent Industries
ACNT
$115M
$1.73K ﹤0.01%
181
+160
+762% +$1.53K
EOS
5450
Eaton Vance Enhance Equity Income Fund II
EOS
$1.3B
$1.72K ﹤0.01%
92
-805
-90% -$15.1K