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
FUFU icon
6101
BitFuFu
FUFU
$584M
-2,500
Closed -$12.3K
BNAI
6102
Brand Engagement Network
BNAI
$13.3M
-7,919
Closed -$53.5K
NITO icon
6103
N2OFF
NITO
$7.59M
$0 ﹤0.01%
1
AUNA
6104
Auna
AUNA
$471M
-500
Closed -$5.33K
QXO
6105
QXO Inc
QXO
$14.9B
-1
Closed -$106
QSIG
6106
WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
$44.2M
-263
Closed -$12.5K
EATV
6107
DELISTED
VegTech Food Innovation & Climate ETF
EATV
-4,007
Closed -$70.3K
HDRO
6108
DELISTED
Defiance Next Gen H2 ETF
HDRO
-163
Closed -$6.85K
PNST
6109
DELISTED
Pinstripes Holdings, Inc.
PNST
-9,445
Closed -$30.7K
NKGNW
6110
DELISTED
NKGen Biotech, Inc. Warrants
NKGNW
0
-$2.95K
SNAX
6111
DELISTED
Stryve Foods, Inc. Class A Common Stock
SNAX
-3
Closed -$4
SNAXW
6112
DELISTED
Stryve Foods, Inc. Warrant
SNAXW
0
-$330
BMTX
6113
DELISTED
BM Technologies, Inc.
BMTX
-39
Closed -$64
SVMH
6114
DELISTED
SRIVARU Holding Limited Ordinary Shares
SVMH
0
MSVX
6115
DELISTED
LHA Market State Alpha Seeker ETF
MSVX
-3,526
Closed -$84.6K
AMLI
6116
DELISTED
American Lithium Corp. Common Stock
AMLI
-253,238
Closed -$734K
PRLH
6117
DELISTED
Pearl Holdings Acquisition Corp Class A Ordinary Shares
PRLH
-1,573
Closed -$17K
PRLHW
6118
DELISTED
Pearl Holdings Acquisition Corp Warrant
PRLHW
0
-$2.23K
BFAC
6119
DELISTED
Battery Future Acquisition Corp.
BFAC
-24,997
Closed -$275K
IGTA
6120
DELISTED
Inception Growth Acquisition Limited Common Stock
IGTA
-37,565
Closed -$408K
IVCPW
6121
DELISTED
Swiftmerge Acquisition Corp. Warrants
IVCPW
0
-$912
TFFP
6122
DELISTED
TFF Pharmaceuticals, Inc. Common Stock
TFFP
-5
Closed -$31
BLEUW
6123
DELISTED
bleuacacia ltd Warrants
BLEUW
0
-$1.46K
DXYN
6124
DELISTED
Dixie Group Inc
DXYN
-6
Closed -$3
KA
6125
DELISTED
Kineta, Inc. Common Stock
KA
-3
Closed -$2