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
DFJ icon
5526
WisdomTree Japan SmallCap Dividend Fund
DFJ
$332M
$1.12K ﹤0.01%
15
TE
5527
T1 Energy Inc.
TE
$293M
$1.12K ﹤0.01%
600
-90,962
-99% -$170K
IHD
5528
Voya Emerging Markets High Income Dividend Equity Fund
IHD
$108M
$1.12K ﹤0.01%
+212
New +$1.12K
KTTA icon
5529
Pasithea Therapeutics
KTTA
$5.87M
$1.11K ﹤0.01%
150
LPTX icon
5530
Leap Therapeutics
LPTX
$11.8M
$1.11K ﹤0.01%
267
+25
+10% +$104
REFR icon
5531
Research Frontiers
REFR
$42.7M
$1.05K ﹤0.01%
1,042
-182
-15% -$184
IFRX icon
5532
InflaRx
IFRX
$99.6M
$1.05K ﹤0.01%
645
-32,655
-98% -$53.2K
UAN icon
5533
CVR Partners
UAN
$914M
$1.05K ﹤0.01%
+16
New +$1.05K
UWMC icon
5534
UWM Holdings
UWMC
$1.51B
$1.04K ﹤0.01%
144
-469
-77% -$3.4K
ECON icon
5535
Columbia Emerging Markets Consumer ETF
ECON
$228M
$1.04K ﹤0.01%
+50
New +$1.04K
ERY icon
5536
Direxion Daily Energy Bear 2X Shares
ERY
$22.1M
$1.03K ﹤0.01%
37
ETG
5537
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.61B
$1.01K ﹤0.01%
59
-2,653
-98% -$45.4K
EXPR
5538
DELISTED
Express, Inc.
EXPR
$1.01K ﹤0.01%
120
+104
+650% +$871
MGRM icon
5539
Monogram Orthopaedics
MGRM
$233M
$984 ﹤0.01%
+286
New +$984
GDHG icon
5540
Golden Heaven Group Holdings
GDHG
$19.9M
0
-$10.5K
LCW.WS
5541
DELISTED
Learn CW Investment Corporation Redeemable warrants, each whole warrant exercisable for one Class A ordinary share at an exercise price of $11.50 per share
LCW.WS
0
-$1.38K
CURO
5542
DELISTED
CURO Group Holdings Corp.
CURO
$956 ﹤0.01%
1,195
+76
+7% +$61
IPPP
5543
DELISTED
Preferred-Plus ETF
IPPP
$955 ﹤0.01%
100
-3,477
-97% -$33.2K
CETY icon
5544
Clean Energy Technologies
CETY
$18M
$947 ﹤0.01%
644
+630
+4,500% +$926
BOLT icon
5545
Bolt Biotherapeutics
BOLT
$10.1M
$941 ﹤0.01%
42
-3,772
-99% -$84.5K
DFNL icon
5546
Davis Select Financial ETF
DFNL
$309M
$938 ﹤0.01%
31
RUM icon
5547
Rumble
RUM
$2.48B
$938 ﹤0.01%
209
-42,058
-100% -$189K
DSX icon
5548
Diana Shipping
DSX
$217M
$930 ﹤0.01%
+313
New +$930
WWR icon
5549
Westwater Resources
WWR
$59.6M
$922 ﹤0.01%
1,632
+41
+3% +$23
GMGI icon
5550
Golden Matrix Group
GMGI
$144M
$909 ﹤0.01%
+377
New +$909