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
RFL icon
5626
Rafael Holdings
RFL
$47.4M
$287 ﹤0.01%
166
+51
+44% +$88
ZNOV
5627
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$48.6M
$285 ﹤0.01%
11
-1,100
-99% -$28.5K
THCH icon
5628
TH International
THCH
$79.1M
$283 ﹤0.01%
96
SNSE icon
5629
Sensei Biotherapeutics
SNSE
$11.3M
$275 ﹤0.01%
32
-3
-9% -$26
JULU
5630
AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
JULU
$129M
$275 ﹤0.01%
10
-25,729
-100% -$708K
RETL icon
5631
Direxion Daily Retail Bull 3X Shares
RETL
$38.4M
$274 ﹤0.01%
+36
New +$274
VTMX icon
5632
Vesta Real Estate
VTMX
$2.37B
$274 ﹤0.01%
10
-25
-71% -$685
RSPU icon
5633
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$465M
$273 ﹤0.01%
3
GIBO
5634
GIBO Holdings Limited Class A Ordinary Shares
GIBO
$11M
$273 ﹤0.01%
+9
New +$273
FPX icon
5635
First Trust US Equity Opportunities ETF
FPX
$1.09B
$269 ﹤0.01%
1
-5,095
-100% -$1.37M
MAXN icon
5636
Maxeon Solar Technologies
MAXN
$64.9M
$267 ﹤0.01%
87
BTCM
5637
BIT Mining
BTCM
$51.7M
$266 ﹤0.01%
130
CLOI icon
5638
VanEck CLO ETF
CLOI
$1.16B
$265 ﹤0.01%
5
-59,603
-100% -$3.16M
CXAI icon
5639
CXApp
CXAI
$18M
$257 ﹤0.01%
240
-48
-17% -$51
BW icon
5640
Babcock & Wilcox
BW
$281M
$256 ﹤0.01%
266
-806,854
-100% -$777K
BOLT icon
5641
Bolt Biotherapeutics
BOLT
$10.2M
$251 ﹤0.01%
43
-2
-4% -$12
CRIS icon
5642
Curis
CRIS
$22.4M
$251 ﹤0.01%
108
-58
-35% -$135
PEX icon
5643
ProShares Global Listed Private Equity ETF
PEX
$14.8M
$251 ﹤0.01%
9
BHM icon
5644
Bluerock Homes Trust
BHM
$50.2M
$250 ﹤0.01%
24
+1
+4% +$10
TOON icon
5645
Kartoon Studios
TOON
$38.5M
$247 ﹤0.01%
333
+11
+3% +$8
NOTV icon
5646
Inotiv
NOTV
$48.4M
$246 ﹤0.01%
135
VYNE icon
5647
VYNE Therapeutics
VYNE
$7.74M
$241 ﹤0.01%
146
-5,835
-98% -$9.63K
BKN icon
5648
BlackRock Investment Quality Municipal Trust
BKN
$196M
$240 ﹤0.01%
+22
New +$240
EFT
5649
Eaton Vance Floating-Rate Income Trust
EFT
$319M
$237 ﹤0.01%
+19
New +$237
CATO icon
5650
Cato Corp
CATO
$89.6M
$231 ﹤0.01%
82
-10,413
-99% -$29.3K