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
SMIN icon
5976
iShares MSCI India Small-Cap ETF
SMIN
$927M
-4,789
Closed -$326K
SNAL icon
5977
Snail Inc
SNAL
$32.8M
-8
Closed -$7
SNSR icon
5978
Global X Internet of Things ETF
SNSR
$225M
-60
Closed -$1.98K
SNTI icon
5979
Senti Biosciences
SNTI
$34M
-9
Closed -$30
SOHO
5980
Sotherly Hotels
SOHO
$16M
-36
Closed -$25
SOTK icon
5981
Sono-Tek
SOTK
$64.6M
-13
Closed -$47
SPD icon
5982
Simplify US Equity PLUS Downside Convexity ETF
SPD
$94.9M
-1,025
Closed -$31.7K
IBDZ
5983
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$426M
-768
Closed -$19.8K
IBHK
5984
iShares iBonds 2031 Term High Yield and Income ETF
IBHK
$28.5M
-1,000
Closed -$25.4K
NJUN
5985
Innovator Growth-100 Power Buffer ETF - June
NJUN
$71.6M
-6,790
Closed -$179K
SPXX icon
5986
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$328M
-1,778
Closed -$30K
SQNS
5987
Sequans Communications
SQNS
$133M
-1,598
Closed -$3.36K
SRS icon
5988
ProShares UltraShort Real Estate
SRS
$22.3M
-2
Closed -$97
SRZN icon
5989
Surrozen
SRZN
$101M
-5
Closed -$58
SSKN icon
5990
Strata Skin Sciences
SSKN
$8.54M
-46
Closed -$121
STOT icon
5991
SPDR DoubleLine Short Duration Total Return Tactical ETF
STOT
$285M
-192
Closed -$9.07K
STRM
5992
DELISTED
Streamline Health Solutions
STRM
-5
Closed -$14
STRR
5993
DELISTED
Star Equity Holdings
STRR
-5
Closed -$11
STSS icon
5994
Sharps Technology
STSS
$238M
0
-$2
SUP
5995
DELISTED
Superior Industries International
SUP
-48
Closed -$102
SURG icon
5996
SurgePays
SURG
$55.9M
-30
Closed -$62
SVOL icon
5997
Simplify Volatility Premium ETF
SVOL
$769M
-472
Closed -$8.58K
SWAG icon
5998
Stran & Co
SWAG
$34.5M
-18
Closed -$18
SYPR icon
5999
Sypris Solutions
SYPR
$44.9M
-30
Closed -$48
TACT icon
6000
Transact Technologies
TACT
$47M
-21
Closed -$77