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
IBIT icon
6201
iShares Bitcoin Trust
IBIT
$83.3B
-11,797
Closed -$477K
IBTJ icon
6202
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$723M
-3,000
Closed -$64.5K
IBTK icon
6203
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$510M
-3,500
Closed -$68K
IBTM icon
6204
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$333M
-5,080
Closed -$115K
IFN
6205
India Fund
IFN
$598M
-8
Closed -$164
IGTR icon
6206
Innovator Gradient Tactical Rotation Strategy ETF
IGTR
$63.2M
-5,054
Closed -$141K
IHY icon
6207
VanEck International High Yield Bond ETF
IHY
$46.5M
-171
Closed -$3.54K
IMMP
6208
Immutep
IMMP
$242M
-1,753
Closed -$4.08K
IMMX icon
6209
Immix Biopharma
IMMX
$62M
-9,039
Closed -$27.8K
INBS icon
6210
Intelligent Bio Solutions
INBS
$13.9M
-4
Closed -$17
INDS icon
6211
Pacer Industrial Real Estate ETF
INDS
$126M
-72
Closed -$3
INTR icon
6212
Inter&Co
INTR
$3.86B
-17,637
Closed -$101K
IPAY icon
6213
Amplify Mobile Payments ETF
IPAY
$273M
$0 ﹤0.01%
1
-349
-100%
IPDN icon
6214
Professional Diversity Network
IPDN
$16.1M
-1
Closed -$21
IPWR icon
6215
Ideal Power
IPWR
$43.4M
-1,314
Closed -$11.7K
JAGX icon
6216
Jaguar Health
JAGX
$3.85M
0
JFIN
6217
Jiayin Group
JFIN
$619M
-2,200
Closed -$14.3K
JHMB icon
6218
John Hancock Mortgage-Backed Securities ETF
JHMB
$146M
-2,131
Closed -$46
JHPI icon
6219
John Hancock Preferred Income ETF
JHPI
$105M
-32
Closed -$719
JRI icon
6220
Nuveen Real Asset Income & Growth Fund
JRI
$373M
-50
Closed -$593
JULT icon
6221
AllianzIM US Large Cap Buffer10 Jul ETF
JULT
$83M
-40
Closed -$1.43K
JULW icon
6222
AllianzIM US Large Cap Buffer20 Jul ETF
JULW
$326M
-10,137
Closed -$331K
KARS icon
6223
KraneShares Electric Vehicles and Future Mobility Index ETF
KARS
$76.9M
-119
Closed -$2.67K
KEN icon
6224
Kenon Holdings
KEN
$2.32B
-14,901
Closed -$397K
KNSA icon
6225
Kiniksa Pharmaceuticals
KNSA
$2.65B
-22,185
Closed -$438K