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
TAIT icon
6001
Taitron Components
TAIT
$16.1M
-8
Closed -$20
TARK icon
6002
Tradr 2X Long Innovation ETF
TARK
$31.2M
-42
Closed -$1.2K
TAXF icon
6003
American Century Diversified Municipal Bond ETF
TAXF
$506M
-2
Closed -$99
TCPC icon
6004
BlackRock TCP Capital
TCPC
$602M
-1
Closed -$8
TDV icon
6005
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$260M
-337
Closed -$24.6K
THTX
6006
Theratechnologies
THTX
$150M
-34,924
Closed -$48.9K
TILT icon
6007
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$1.79B
-1,600
Closed -$329K
TIXT icon
6008
TELUS International
TIXT
$1.25B
-182,344
Closed -$491K
TLF icon
6009
Tandy Leather Factory
TLF
$24.3M
-7
Closed -$20
TLPH icon
6010
Talphera
TLPH
$17.4M
-40
Closed -$20
TLSA icon
6011
Tiziana Life Sciences
TLSA
$203M
-100
Closed -$108
TMFE icon
6012
Motley Fool Capital Efficiency 100 Index ETF
TMFE
$102M
-3,740
Closed -$95.7K
TMFS icon
6013
Motley Fool Small-Cap Growth ETF
TMFS
$77.1M
-6,450
Closed -$209K
TNYA icon
6014
Tenaya Therapeutics
TNYA
$212M
-2,258,512
Closed -$1.29M
TOMZ icon
6015
TOMI Environmental Solutions
TOMZ
$16.7M
-27
Closed -$22
TOUS icon
6016
T. Rowe Price International Equity ETF
TOUS
$858M
-425
Closed -$12.4K
TPCS icon
6017
TechPrecision Corp
TPCS
$54.5M
-17
Closed -$39
TPST icon
6018
Tempest Therapeutics
TPST
$46.7M
-6
Closed -$57
IBTP
6019
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$173M
-264
Closed -$6.78K
FLXR
6020
TCW Flexible Income ETF
FLXR
$1.72B
-2,313
Closed -$90.6K
TPVG icon
6021
TriplePoint Venture Growth BDC
TPVG
$269M
-22,073
Closed -$154K
TSLL icon
6022
Direxion Daily TSLA Bull 2X Shares
TSLL
$6.3B
-8,634
Closed -$82.2K
TSVT
6023
DELISTED
2seventy bio
TSVT
-27,765
Closed -$137K
TWM icon
6024
ProShares UltraShort Russell2000
TWM
$34.3M
-33
Closed -$1.78K
TXO icon
6025
TXO Partners LP
TXO
$753M
-16,541
Closed -$317K