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
VRME icon
6051
VerifyMe
VRME
$11.1M
-10
Closed -$7
VSMV icon
6052
VictoryShares US Multi-Factor Minimum Volatility ETF
VSMV
$119M
-433
Closed -$21K
VTSI icon
6053
VirTra
VTSI
$64.3M
-5,523
Closed -$22.5K
VTVT icon
6054
vTv Therapeutics
VTVT
$51.6M
-3
Closed -$52
WATT icon
6055
Energous
WATT
$11.6M
-1
Closed -$7
EBUF
6056
Innovator Emerging Markets 10 Buffer ETF - Quarterly
EBUF
$11.9M
-27
Closed -$716
WFCF icon
6057
Where Food Comes From
WFCF
$64.4M
-5
Closed -$55
WHF icon
6058
WhiteHorse Finance
WHF
$202M
-1,489
Closed -$14.4K
WHLR
6059
Wheeler Real Estate Investment Trust
WHLR
$4.37M
0
-$3
WISE icon
6060
Themes Generative Artificial Intelligence ETF
WISE
$36.6M
-219
Closed -$6.73K
WKSP icon
6061
Worksport
WKSP
$23.5M
-61
Closed -$195
WLDR icon
6062
Affinity World Leaders Equity ETF
WLDR
$46.9M
-909
Closed -$26.3K
WPRT
6063
Westport Fuel Systems
WPRT
$41.1M
-1
Closed -$4
WTAI icon
6064
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$296M
-18
Closed -$342
WVVI icon
6065
Willamette Valley Vineyards
WVVI
$25.2M
-8
Closed -$48
WW
6066
DELISTED
WW International
WW
-1,940
Closed -$1.01K
X
6067
DELISTED
US Steel
X
-498,670
Closed -$21.1M
XBAP icon
6068
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
$208M
-1,200
Closed -$41.9K
XC icon
6069
WisdomTree True Emerging Markets Fund
XC
$89.1M
-3,436
Closed -$102K
XDJL
6070
DELISTED
Innovator US Equity Accelerated ETF July
XDJL
-3,063
Closed -$104K
XDOC icon
6071
Innovator US Equity Accelerated ETF October
XDOC
$3.37M
-3,081
Closed -$90.1K
XELB icon
6072
Xcel Brands
XELB
$6.81M
-2
Closed -$6
XHYD icon
6073
BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF
XHYD
$22M
-2,518
Closed -$94.9K
XHYE icon
6074
BondBloxx USD High Yield Bond Energy Sector ETF
XHYE
$11.7M
-6,270
Closed -$242K
XLO icon
6075
Xilio Therapeutics
XLO
$38.2M
-62
Closed -$45