JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.45T
 

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
+8.03%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$770B
AUM Growth
+$770B
Cap. Flow
+$30.5B
Cap. Flow %
3.96%
Top 10 Hldgs %
17.84%
Holding
6,466
New
537
Increased
3,102
Reduced
1,698
Closed
351

Sector Composition

1 Technology 18.3%
2 Healthcare 11.5%
3 Financials 9.97%
4 Consumer Discretionary 9.25%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
EML icon
6151
Eastern Company
EML
$143M
$0 ﹤0.01%
3
EMNT icon
6152
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
$201M
-752
Closed -$73K
ENIC icon
6153
Enel Chile
ENIC
$4.9B
-48,202
Closed -$108K
ENLV icon
6154
Enlivex Therapeutics
ENLV
$24.8M
$0 ﹤0.01%
72
-26
-27%
ENOR icon
6155
iShares MSCI Norway ETF
ENOR
$40.6M
$0 ﹤0.01%
1
-16,685
-100%
ENSC icon
6156
Ensysce Biosciences
ENSC
$6.2M
$0 ﹤0.01%
+1
New
EQAL icon
6157
Invesco Russell 1000 Equal Weight ETF
EQAL
$681M
0
ERC
6158
Allspring Multi-Sector Income Fund
ERC
$267M
$0 ﹤0.01%
+17
New
ERNA icon
6159
Eterna Therapeutics
ERNA
$10.3M
$0 ﹤0.01%
14
ESP icon
6160
Espey Mfg & Electronics Corp
ESP
$137M
$0 ﹤0.01%
4