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
EBIZ icon
5826
Global X E-commerce ETF
EBIZ
$64.5M
-1
Closed -$40
FTXN icon
5827
First Trust Nasdaq Oil & Gas ETF
FTXN
$118M
-186
Closed -$5.66K
BURU icon
5828
Nuburu, Inc.
BURU
$13.9M
$22 ﹤0.01%
63
+2
+3% +$1
NRXS icon
5829
Neuraxis
NRXS
$24.1M
$22 ﹤0.01%
9
+2
+29% +$5
FLYX icon
5830
flyExclusive
FLYX
$86.3M
$21 ﹤0.01%
11
-7
-39% -$13
FCUV icon
5831
Focus Universal
FCUV
$19.1M
$20 ﹤0.01%
5
WKHS icon
5832
Workhorse Group
WKHS
$17.8M
$20 ﹤0.01%
18
-14
-44% -$16
FTXG icon
5833
First Trust Nasdaq Food & Beverage ETF
FTXG
$20.9M
0
-$20
MGLD icon
5834
Marygold Companies
MGLD
$47M
$19 ﹤0.01%
+24
New +$19
XNOV icon
5835
FT Vest US Equity Enhance & Moderate Buffer ETF November
XNOV
$25.5M
0
-$18
FDNI icon
5836
First Trust Dow Jones International Internet ETF
FDNI
$45.7M
-98
Closed -$3.05K
MXC icon
5837
Mexco Energy
MXC
$18M
$18 ﹤0.01%
2
RBLD icon
5838
First Trust Alerian US NextGen Infrastructure ETF
RBLD
$14.8M
0
-$17
AMS icon
5839
American Shared Hospital Services
AMS
$15.8M
$17 ﹤0.01%
7
-1
-13% -$2
BAER icon
5840
Bridger Aerospace
BAER
$106M
$17 ﹤0.01%
9
-19,009
-100% -$35.9K
BRID icon
5841
Bridgford Foods
BRID
$73.7M
$16 ﹤0.01%
2
-4
-67% -$32
CGSD icon
5842
Capital Group Short Duration Income ETF
CGSD
$1.54B
0
-$15
NINE icon
5843
Nine Energy Service
NINE
$30.5M
$15 ﹤0.01%
19
TCRT icon
5844
Alaunos Therapeutics
TCRT
$4.83M
$15 ﹤0.01%
+3
New +$15
SCNX
5845
Scienture Holdings, Inc. Common Stock
SCNX
$17.2M
$15 ﹤0.01%
14
-386
-97% -$414
CLDI icon
5846
Calidi Biotherapeutics
CLDI
$8.61M
$14 ﹤0.01%
+5
New +$14
PCEF icon
5847
Invesco CEF Income Composite ETF
PCEF
$845M
-815
Closed -$15.4K
XCUR icon
5848
Exicure
XCUR
$23.6M
$14 ﹤0.01%
2
DFLI icon
5849
Dragonfly Energy
DFLI
$18.2M
$13 ﹤0.01%
79
EJUL icon
5850
Innovator Emerging Markets Power Buffer ETF July
EJUL
$141M
0
-$12