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
FLKR icon
6226
Franklin FTSE South Korea ETF
FLKR
$182M
-870
Closed -$16K
FLL icon
6227
Full House Resorts
FLL
$123M
-135,084
Closed -$565K
FLNT
6228
Fluent
FLNT
$53.1M
-14
Closed -$31
FMAY icon
6229
FT Vest US Equity Buffer ETF May
FMAY
$1.04B
-337
Closed -$15.6K
FNOV icon
6230
FT Vest US Equity Buffer ETF November
FNOV
$987M
-5,672
Closed -$265K
FOCT icon
6231
FT Vest US Equity Buffer ETF October
FOCT
$951M
-270
Closed -$11.2K
FPAY icon
6232
FlexShopper
FPAY
$18.3M
-24
Closed -$31
FRSX
6233
Foresight Autonomous Holdings
FRSX
$8.11M
-4
Closed -$18
FTCB icon
6234
First Trust Core Investment Grade ETF
FTCB
$1.35B
-123
Closed -$2.58K
FTEK icon
6235
Fuel Tech
FTEK
$89.2M
-50
Closed -$53
FTHI icon
6236
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.5B
-798
Closed -$17.4K
FTHM icon
6237
Fathom Holdings
FTHM
$55.4M
-24
Closed -$21
FTRB icon
6238
Federated Hermes Total Return Bond ETF
FTRB
$333M
-29,995
Closed -$751K
FTSD icon
6239
Franklin Short Duration US Government ETF
FTSD
$241M
-216
Closed -$19.6K
GAME icon
6240
GameSquare
GAME
$68.9M
-36
Closed -$21
GAN
6241
DELISTED
GAN Ltd
GAN
-136
Closed -$241
GAPR icon
6242
FT Vest US Equity Moderate Buffer ETF April
GAPR
$251M
-10,000
Closed -$376K
GCOR icon
6243
Goldman Sachs Access US Aggregate Bond ETF
GCOR
$642M
-12,935
Closed -$533K
GDEC icon
6244
FT Vest US Equity Moderate Buffer ETF December
GDEC
$297M
-1,655
Closed -$54.8K
GEG icon
6245
Great Elm Group
GEG
$79.7M
-329
Closed -$622
GENK icon
6246
GEN Restaurant Group
GENK
$16.3M
-8
Closed -$44
GFEB icon
6247
FT Vest US Equity Moderate Buffer ETF February
GFEB
$358M
-2,045
Closed -$75.2K
GGN
6248
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$749M
-78
Closed -$341
GGR icon
6249
Gogoro
GGR
$103M
-338,886
Closed -$91.5K
GHLD icon
6250
Guild Holdings
GHLD
$1.24B
-20
Closed -$306