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
TYGO icon
6026
Tigo Energy
TYGO
$110M
-96
Closed -$81
UBX
6027
DELISTED
Unity Biotechnology
UBX
-32
Closed -$33
UBT icon
6028
ProShares Ultra 20+ Year Treasury
UBT
$106M
-5,000
Closed -$90.8K
UCO icon
6029
ProShares Ultra Bloomberg Crude Oil
UCO
$363M
-10,814
Closed -$293K
UG icon
6030
United-Guardian
UG
$38.9M
-6
Closed -$54
LSH
6031
Lakeside Holding Limited Common Stock
LSH
$15.9M
-4
Closed -$4
UGRO icon
6032
urban-gro
UGRO
$7.8M
-19
Closed -$8
UJAN icon
6033
Innovator US Equity Ultra Buffer ETF January
UJAN
$205M
-4,168
Closed -$159K
UJUN icon
6034
Innovator US Equity Ultra Buffer ETF June
UJUN
$145M
-1,500
Closed -$49.7K
ULBI icon
6035
Ultralife
ULBI
$111M
-28,102
Closed -$151K
ULY icon
6036
Urgent.ly
ULY
$5.65M
-1
Closed -$5
UPLD icon
6037
Upland Software
UPLD
$67.3M
-11,477
Closed -$32.8K
USB.PRH icon
6038
US Bancorp Depositary Shares (1/1,000 Interest in Ser. B Non-Cum. Prptl. Prfrd. Stock)
USB.PRH
$808M
0
USIO icon
6039
Usio Inc
USIO
$39.5M
-38
Closed -$55
USTB icon
6040
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$1.39B
-12,696
Closed -$643K
UTES icon
6041
Virtus Reaves Utilities ETF
UTES
$824M
-186
Closed -$12K
UVIX icon
6042
2x Long VIX Futures ETF
UVIX
$443M
-20,843
Closed -$776K
VANI icon
6043
Vivani Medical
VANI
$75.8M
-66
Closed -$69
VBNK
6044
VersaBank
VBNK
$391M
-14,363
Closed -$149K
VERO icon
6045
Venus Concept
VERO
$4.15M
-1
Closed -$3
VGSR icon
6046
Vert Global Sustainable Real Estate ETF
VGSR
$439M
-25,000
Closed -$254K
VIVK icon
6047
Vivakor
VIVK
$31.2M
-27
Closed -$20
VLRS
6048
Controladora Vuela Compañía de Aviación
VLRS
$703M
-53,339
Closed -$278K
VRAR icon
6049
Glimpse Group
VRAR
$31.4M
-26
Closed -$33
VRCA icon
6050
Verrica Pharmaceuticals
VRCA
$46.2M
-2,031
Closed -$8.98K