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
+8.03%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$770B
AUM Growth
+$64.9B
Cap. Flow
+$26.9B
Cap. Flow %
3.5%
Top 10 Hldgs %
17.84%
Holding
6,466
New
534
Increased
3,091
Reduced
1,683
Closed
345

Sector Composition

1 Technology 18.3%
2 Healthcare 11.5%
3 Financials 9.97%
4 Consumer Discretionary 9.25%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
INZY
5976
DELISTED
Inozyme Pharma
INZY
$0 ﹤0.01%
60
IRON icon
5977
Disc Medicine
IRON
$2.11B
-1
Closed
ISD
5978
PGIM High Yield Bond Fund
ISD
$486M
-9,233
Closed -$110K
JFU
5979
9F Inc
JFU
$29.6M
$0 ﹤0.01%
37
-1
-3%
JRS icon
5980
Nuveen Real Estate Income Fund
JRS
$236M
-942
Closed -$7K
JVA icon
5981
Coffee Holding Co
JVA
$23.7M
$0 ﹤0.01%
+100
New
KALA icon
5982
KALA BIO
KALA
$102M
$0 ﹤0.01%
31
-534
-95%
KARO icon
5983
Karooooo
KARO
$1.64B
$0 ﹤0.01%
+5
New
KBWR icon
5984
Invesco KBW Regional Banking ETF
KBWR
$53.6M
-99
Closed -$6K
KBWY icon
5985
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$254M
-189
Closed -$4K
KEUA icon
5986
KraneShares European Carbon Allowance Strategy ETF
KEUA
$7.67M
-137
Closed -$4K
KNOP icon
5987
KNOT Offshore Partners
KNOP
$283M
-600
Closed -$6K
KOCT icon
5988
Innovator US Small Cap Power Buffer ETF October
KOCT
$108M
-1,274
Closed -$32K
KOMP icon
5989
SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.44B
-696
Closed -$27K
KORU icon
5990
Direxion Daily South Korea Bull 3X Shares
KORU
$111M
-136
Closed -$10K
KRRO icon
5991
Korro Bio
KRRO
$312M
$0 ﹤0.01%
11
KVLE icon
5992
KraneShares Value Line Dynamic Dividend Equity Index ETF
KVLE
$29.9M
-119
Closed -$3K
KXIN icon
5993
Kaixin Holdings
KXIN
$7.43M
-11
Closed -$3K
LARK icon
5994
Landmark Bancorp
LARK
$155M
$0 ﹤0.01%
25
LDP icon
5995
Cohen & Steers Duration Preferred & Income Fund
LDP
$631M
-390
Closed -$7K
LDTCW
5996
DELISTED
LeddarTech Holdings Inc. Warrants
LDTCW
-38
Closed
LEE icon
5997
Lee Enterprises
LEE
$25.6M
$0 ﹤0.01%
20
LGH icon
5998
HCM Defender 500 Index ETF
LGH
$523M
-100
Closed -$3K
LGI
5999
Lazard Global Total Return & Income Fund
LGI
$230M
-107
Closed -$2K
LGL.WS icon
6000
LGL Group Inc (The) Warrants to purchase Common Stock (expiring November 16, 2025)
LGL.WS
$1.62M
0