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
+7.26%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$778B
AUM Growth
+$81B
Cap. Flow
+$31.6B
Cap. Flow %
4.05%
Top 10 Hldgs %
17%
Holding
5,911
New
434
Increased
2,093
Reduced
2,484
Closed
243
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
HLMN icon
5601
Hillman Solutions
HLMN
$1.96B
-783,742
Closed -$7.85M
HNRG icon
5602
Hallador Energy
HNRG
$708M
$0 ﹤0.01%
14
HOTH icon
5603
Hoth Therapeutics
HOTH
$17.8M
$0 ﹤0.01%
+2
New
HQH
5604
abrdn Healthcare Investors
HQH
$901M
$0 ﹤0.01%
6
+3
+100%
HQL
5605
abrdn Life Sciences Investors
HQL
$407M
-3
Closed
HRZN icon
5606
Horizon Technology Finance
HRZN
$296M
$0 ﹤0.01%
10
+2
+25%
HWBK icon
5607
Hawthorn Bancshares
HWBK
$219M
-20,600
Closed -$390K
HYD icon
5608
VanEck High Yield Muni ETF
HYD
$3.3B
-34
Closed -$2K
IAF
5609
abrdn Australia Equity Fund
IAF
$126M
$0 ﹤0.01%
1
IAG icon
5610
IAMGOLD
IAG
$5.44B
-69,043
Closed -$206K
ICMB icon
5611
Investcorp Credit Management BDC
ICMB
$42.1M
-7,500
Closed -$42K
IDRV icon
5612
iShares Self-Driving EV and Tech ETF
IDRV
$159M
-1,040
Closed -$48K
IMTB icon
5613
iShares Core 5-10 Year USD Bond ETF
IMTB
$255M
-10
Closed -$1K
INM icon
5614
InMed Pharmaceuticals
INM
$4.18M
-15
Closed -$36K
IONQ icon
5615
IonQ
IONQ
$12.5B
-42,075
Closed -$453K
JDST icon
5616
Direxion Daily Junior Gold Miners Index Bear 2X Shares
JDST
$49.2M
$0 ﹤0.01%
+1
New
JG
5617
Aurora Mobile
JG
$59.3M
$0 ﹤0.01%
6
+4
+200%
JHCB icon
5618
John Hancock Corporate Bond ETF
JHCB
$72.5M
-199,900
Closed -$5.02M
JILL icon
5619
J. Jill
JILL
$269M
$0 ﹤0.01%
2
JNUG icon
5620
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
$454M
$0 ﹤0.01%
5
-179
-97%
JOBY icon
5621
Joby Aviation
JOBY
$11.2B
-513,954
Closed -$5.22M
KPLTW icon
5622
Katapult Holdings, Inc. Warrant
KPLTW
$48.4K
0
-$93K
KRMD icon
5623
KORU Medical Systems
KRMD
$190M
-10,108
Closed -$36K
KTCC icon
5624
Key Tronic
KTCC
$30.9M
-1,378
Closed -$11K
KZIA
5625
Kazia Therapeutics
KZIA
$9.04M
0