JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.45T
 

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
+8.58%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$806B
AUM Growth
+$806B
Cap. Flow
+$3.53B
Cap. Flow %
0.44%
Top 10 Hldgs %
18.23%
Holding
6,269
New
483
Increased
2,705
Reduced
1,979
Closed
337

Sector Composition

1 Technology 18.04%
2 Financials 11.12%
3 Healthcare 10.53%
4 Consumer Discretionary 10.3%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
DLHC icon
5951
DLH Holdings
DLHC
$82.1M
-234
Closed -$3K
DLO icon
5952
dLocal
DLO
$4.13B
-72,001
Closed -$3.93M
DTH icon
5953
WisdomTree International High Dividend Fund
DTH
$476M
-100
Closed -$4K
DUO
5954
Fangdd Network Group
DUO
$9.72M
$0 ﹤0.01%
494
-218
-31%
DURA icon
5955
VanEck Durable High Dividend ETF
DURA
$44.1M
0
DVYE icon
5956
iShares Emerging Markets Dividend ETF
DVYE
$903M
-300
Closed -$12K
OPPJ
5957
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
$85.3M
-1,000
Closed -$45K
DYAI icon
5958
Dyadic International
DYAI
$34.4M
$0 ﹤0.01%
29
EARN
5959
Ellington Residential Mortgage REIT
EARN
$213M
$0 ﹤0.01%
9
-33,575
-100%
EBMT icon
5960
Eagle Bancorp Montana
EBMT
$139M
$0 ﹤0.01%
7
-146
-95%
ECOR icon
5961
electroCore
ECOR
$38.8M
$0 ﹤0.01%
16
EDAP
5962
EDAP TMS
EDAP
$110M
-60,168
Closed -$384K
EDV icon
5963
Vanguard World Funds Extended Duration ETF
EDV
$3.5B
-3,185
Closed -$432K
EEIQ icon
5964
EpicQuest Education Group
EEIQ
$9.79M
-473
Closed -$2K
EFU icon
5965
ProShares Trust UltraShort MSCI EAFE
EFU
$953K
-95
Closed -$1K
EIDO icon
5966
iShares MSCI Indonesia ETF
EIDO
$331M
-558
Closed -$12K
ELDN icon
5967
Eledon Pharmaceuticals
ELDN
$156M
-20
Closed
ELMD icon
5968
Electromed
ELMD
$199M
$0 ﹤0.01%
34
ELVN icon
5969
Enliven Therapeutics
ELVN
$1.24B
-8,148
Closed -$33K
EMDV icon
5970
ProShares MSCI Emerging Markets Dividend Growers ETF
EMDV
$7.16M
-100
Closed -$6K
EML icon
5971
Eastern Company
EML
$146M
$0 ﹤0.01%
3
ENIC icon
5972
Enel Chile
ENIC
$4.92B
-304,004
Closed -$733K
ENTX icon
5973
Entera Bio
ENTX
$93.6M
$0 ﹤0.01%
2
ERY icon
5974
Direxion Daily Energy Bear 2X Shares
ERY
$19.2M
$0 ﹤0.01%
16
ESBA icon
5975
Empire State Realty Series ES
ESBA
$2B
-2,862
Closed -$29K