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
+11.39%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.12T
AUM Growth
+$146B
Cap. Flow
+$51.6B
Cap. Flow %
4.59%
Top 10 Hldgs %
22.59%
Holding
6,913
New
394
Increased
2,972
Reduced
2,339
Closed
499

Sector Composition

1 Technology 22.83%
2 Healthcare 10.08%
3 Consumer Discretionary 9.55%
4 Financials 9.44%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
FBRX icon
5951
Forte Biosciences
FBRX
$135M
$12 ﹤0.01%
1
LSF icon
5952
Laird Superfood
LSF
$62.3M
$12 ﹤0.01%
5
NA
5953
Nano Labs
NA
$112M
$12 ﹤0.01%
+1
New +$12
OCS icon
5954
Oculis Holding
OCS
$901M
$12 ﹤0.01%
+1
New +$12
AMIX
5955
Autonomix Medical
AMIX
$6.55M
0
KYCH
5956
DELISTED
Keyarch Acquisition Corporation Ordinary Shares
KYCH
$12 ﹤0.01%
+1
New +$12
TRON
5957
Tron Inc. Common Stock
TRON
$781M
$11 ﹤0.01%
7
+6
+600% +$9
GTAC
5958
DELISTED
Global Technology Acquisition Corp. I Class A Ordinary Shares
GTAC
$11 ﹤0.01%
+1
New +$11
AACI
5959
DELISTED
Armada Acquisition Corp. I Common Stock
AACI
$11 ﹤0.01%
+1
New +$11
PRLHU
5960
DELISTED
Pearl Holdings Acquisition Corp Unit
PRLHU
$11 ﹤0.01%
1
BLEU
5961
DELISTED
bleuacacia ltd Class A Ordinary Shares
BLEU
$11 ﹤0.01%
+1
New +$11
AFJK
5962
Aimei Health Technology Co
AFJK
$68.9M
$10 ﹤0.01%
+1
New +$10
BAYA
5963
Bayview Acquisition Corp
BAYA
$38.6M
$10 ﹤0.01%
+1
New +$10
BENF icon
5964
Beneficient
BENF
$4.68M
$10 ﹤0.01%
+2
New +$10
HOOK
5965
DELISTED
HOOKIPA Pharma
HOOK
$10 ﹤0.01%
1
TV icon
5966
Televisa
TV
$1.48B
$10 ﹤0.01%
3
-94
-97% -$313
XOCT icon
5967
FT Vest US Equity Enhance & Moderate Buffer ETF October
XOCT
$117M
$10 ﹤0.01%
+318
New +$10
ABTC
5968
American Bitcoin Corp. Class A Common Stock
ABTC
$8.06B
$10 ﹤0.01%
+1
New +$10
IROH icon
5969
Iron Horse Acquisitions Corp
IROH
$20.8M
$10 ﹤0.01%
+1
New +$10
AITR
5970
DELISTED
AI TRANSPORTATION ACQUISITION CORP Ordinary shares
AITR
$10 ﹤0.01%
+1
New +$10
GLAC
5971
DELISTED
Global Lights Acquisition Corp Ordinary Shares
GLAC
$10 ﹤0.01%
+1
New +$10
CNTG
5972
DELISTED
Centogene N.V. Common Shares
CNTG
$10 ﹤0.01%
13
RMGC
5973
DELISTED
RMG Acquisition Corp. III Class A Ordinary Shares
RMGC
$10 ﹤0.01%
+1
New +$10
BTBDW icon
5974
BT Brands, Inc. Warrant
BTBDW
$798K
0
-$12
FGI icon
5975
FGI Industries
FGI
$7.5M
$9 ﹤0.01%
1