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
+3.88%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.16T
AUM Growth
+$35.9B
Cap. Flow
+$9.51B
Cap. Flow %
0.82%
Top 10 Hldgs %
25.51%
Holding
6,729
New
334
Increased
2,205
Reduced
2,958
Closed
375

Sector Composition

1 Technology 25.26%
2 Healthcare 9.71%
3 Consumer Discretionary 9.24%
4 Financials 9.04%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
UJB icon
6076
ProShares Ultra High Yield
UJB
$24.4M
-308
Closed -$21.2K
UMAY icon
6077
Innovator US Equity Ultra Buffer ETF May
UMAY
$61.5M
-7,400
Closed -$224K
UNL icon
6078
United States 12 Month Natural Gas Fund
UNL
$10.4M
-12
Closed -$93
UPLD icon
6079
Upland Software
UPLD
$70.5M
-39,889
Closed -$123K
USA icon
6080
Liberty All-Star Equity Fund
USA
$1.94B
-1,000
Closed -$7.15K
USEP icon
6081
Innovator US Equity Ultra Buffer ETF September
USEP
$128M
-165
Closed -$5.44K
UTEN icon
6082
US Treasury 10 Year Note ETF
UTEN
$224M
-1,895
Closed -$83.5K
VBF icon
6083
Invesco Bond Fund
VBF
$178M
-233
Closed -$3.65K
VEEE icon
6084
Twin Vee PowerCats
VEEE
$6.35M
-2
Closed -$15
VFS icon
6085
VinFast Auto
VFS
$7.81B
-24,208
Closed -$120K
VGM icon
6086
Invesco Trust Investment Grade Municipals
VGM
$527M
-9,034
Closed -$89.1K
VIXY icon
6087
ProShares VIX Short-Term Futures ETF
VIXY
$85.2M
-10
Closed -$531
VMO icon
6088
Invesco Municipal Opportunity Trust
VMO
$622M
-9,202
Closed -$89.5K
VUSE icon
6089
Vident US Equity Strategy ETF
VUSE
$636M
-56
Closed -$3.05K
WEA
6090
Western Asset Premier Bond Fund
WEA
$132M
-767
Closed -$8.16K
WEED icon
6091
Roundhill Cannabis ETF
WEED
$10.2M
-56
Closed -$2.45K
XBJL icon
6092
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
$142M
-1,466
Closed -$46.5K
XPL icon
6093
Solitario Resources
XPL
$75M
-29
Closed -$17
YALA
6094
Yalla Group
YALA
$1.19B
-25,832
Closed -$124K
YANG icon
6095
Direxion Daily FTSE China Bear 3X Shares
YANG
$185M
-3,500
Closed -$813K
YSG
6096
Yatsen Holding
YSG
$881M
-10,039
Closed -$21.2K
ZJYL icon
6097
Jin Medical International
ZJYL
$97M
-21,141
Closed -$81.2K
ZSL icon
6098
ProShares UltraShort Silver
ZSL
$20M
-25
Closed -$1.67K
HAO icon
6099
Haoxi Health Technology Ltd
HAO
$3.3M
0
-$18
LOT icon
6100
Lotus Technology
LOT
$1.32B
-25,000
Closed -$170K