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
LAES icon
5476
SEALSQ Corp
LAES
$402M
$1.32K ﹤0.01%
327
CBAT icon
5477
CBAK Energy Technology
CBAT
$79.5M
$1.31K ﹤0.01%
+1,113
New +$1.31K
ARTV
5478
Artiva Biotherapeutics, Inc. Common Stock
ARTV
$65.9M
$1.31K ﹤0.01%
865
-17,018
-95% -$25.7K
PSHG icon
5479
Performance Shipping
PSHG
$23.9M
$1.27K ﹤0.01%
+724
New +$1.27K
OBIO icon
5480
Orchestra BioMed
OBIO
$141M
$1.26K ﹤0.01%
470
-11,482
-96% -$30.8K
PHD
5481
Pioneer Floating Rate Fund
PHD
$123M
$1.26K ﹤0.01%
+128
New +$1.26K
FBIO icon
5482
Fortress Biotech
FBIO
$114M
$1.25K ﹤0.01%
672
UIVM icon
5483
VictoryShares International Value Momentum ETF
UIVM
$272M
$1.22K ﹤0.01%
+21
New +$1.22K
GRWG icon
5484
GrowGeneration
GRWG
$89.1M
$1.22K ﹤0.01%
1,300
-86,895
-99% -$81.3K
BGB
5485
Blackstone Strategic Credit 2027 Term Fund
BGB
$559M
$1.21K ﹤0.01%
100
+10
+11% +$121
SEIQ icon
5486
SEI Enhanced US Large Cap Quality Factor ETF
SEIQ
$389M
$1.19K ﹤0.01%
32
VVR icon
5487
Invesco Senior Income Trust
VVR
$550M
$1.19K ﹤0.01%
312
XAIR icon
5488
Beyond Air
XAIR
$11.8M
$1.15K ﹤0.01%
333
-8
-2% -$28
FLSW icon
5489
Franklin FTSE Switzerland ETF
FLSW
$58.5M
$1.14K ﹤0.01%
+30
New +$1.14K
IMA
5490
ImageneBio, Inc. Common Stock
IMA
$99.6M
$1.14K ﹤0.01%
71
BOLD
5491
Boundless Bio
BOLD
$26M
$1.14K ﹤0.01%
1,127
-18,125
-94% -$18.3K
KALA icon
5492
KALA BIO
KALA
$107M
$1.13K ﹤0.01%
237
+177
+295% +$842
GOVI icon
5493
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$987M
$1.13K ﹤0.01%
41
+30
+273% +$824
BEEM icon
5494
Beam Global
BEEM
$43.3M
$1.1K ﹤0.01%
753
VOYG
5495
Voyager Technologies, Inc.
VOYG
$1.67B
$1.1K ﹤0.01%
+28
New +$1.1K
MURA icon
5496
Mural Oncology
MURA
$35.9M
$1.08K ﹤0.01%
436
-47
-10% -$116
ZJK
5497
ZJK Industrial Co., Ltd. Ordinary Shares
ZJK
$241M
$1.07K ﹤0.01%
+275
New +$1.07K
HOOK
5498
DELISTED
HOOKIPA Pharma
HOOK
$1.02K ﹤0.01%
815
-111
-12% -$139
SID icon
5499
Companhia Siderúrgica Nacional
SID
$1.99B
$1.01K ﹤0.01%
724
RFEM icon
5500
First Trust RiverFront Dynamic Emerging Markets ETF
RFEM
$45.8M
$1.01K ﹤0.01%
14
-22
-61% -$1.59K