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
DIAL icon
5776
Columbia Diversified Fixed Income Allocation ETF
DIAL
$393M
$162 ﹤0.01%
9
-67
-88% -$1.21K
RCON icon
5777
Recon Technology
RCON
$64.6M
$162 ﹤0.01%
38
-1
-3% -$4
DDM icon
5778
ProShares Ultra Dow30
DDM
$441M
$158 ﹤0.01%
+2
New +$158
LEE icon
5779
Lee Enterprises
LEE
$27.3M
$157 ﹤0.01%
20
GENI icon
5780
Genius Sports
GENI
$2.99B
$155 ﹤0.01%
25
XBIT icon
5781
XBiotech
XBIT
$85.4M
$152 ﹤0.01%
38
FLTR icon
5782
VanEck IG Floating Rate ETF
FLTR
$2.57B
$151 ﹤0.01%
6
-11,100
-100% -$279K
DBP icon
5783
Invesco DB Precious Metals Fund
DBP
$208M
$150 ﹤0.01%
3
+1
+50% +$50
USIO icon
5784
Usio Inc
USIO
$38.7M
$150 ﹤0.01%
87
+64
+278% +$110
KNTE
5785
DELISTED
Kinnate Biopharma Inc. Common Stock
KNTE
$149 ﹤0.01%
63
-8,811
-99% -$20.8K
AP icon
5786
Ampco-Pittsburgh
AP
$54.7M
$147 ﹤0.01%
54
+39
+260% +$106
MESA icon
5787
Mesa Air Group
MESA
$58.6M
$146 ﹤0.01%
144
+19
+15% +$19
TISI icon
5788
Team
TISI
$84.2M
$146 ﹤0.01%
22
+2
+10% +$13
GLDI icon
5789
Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033
GLDI
$36.5M
$144 ﹤0.01%
+1
New +$144
CNTB
5790
Connect Biopharma Holdings Limited Ordinary Shares
CNTB
$98.1M
$143 ﹤0.01%
121
-23,411
-99% -$27.7K
CPHC icon
5791
Canterbury Park Holding Corp
CPHC
$84.8M
$143 ﹤0.01%
7
-240
-97% -$4.9K
EPIX icon
5792
ESSA Pharma
EPIX
$9.7M
$139 ﹤0.01%
21
-29,406
-100% -$195K
SOND icon
5793
Sonder
SOND
$21.6M
$139 ﹤0.01%
41
+6
+17% +$20
MTEM
5794
DELISTED
Molecular Templates, Inc.
MTEM
$137 ﹤0.01%
37
FCAP icon
5795
First Capital
FCAP
$145M
$136 ﹤0.01%
5
FFNW
5796
DELISTED
First Financial Northwest, Inc
FFNW
$135 ﹤0.01%
10
-672
-99% -$9.07K
HUSV icon
5797
First Trust Horizon Managed Volatility Domestic ETF
HUSV
$96.8M
$134 ﹤0.01%
+4
New +$134
ESP icon
5798
Espey Mfg & Electronics Corp
ESP
$139M
$131 ﹤0.01%
7
+1
+17% +$19
ELEV
5799
DELISTED
Elevation Oncology
ELEV
$129 ﹤0.01%
241
-9,734
-98% -$5.21K
PBTP icon
5800
Invesco 0-5 Yr US TIPS ETF
PBTP
$75M
$129 ﹤0.01%
+5
New +$129