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
+11.29%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$979B
AUM Growth
+$122B
Cap. Flow
+$26.9B
Cap. Flow %
2.75%
Top 10 Hldgs %
20.99%
Holding
6,985
New
460
Increased
3,284
Reduced
2,043
Closed
468

Sector Composition

1 Technology 21.83%
2 Healthcare 10.29%
3 Financials 9.88%
4 Consumer Discretionary 9.44%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
STK
6226
Columbia Seligman Premium Technology Growth Fund
STK
$534M
-2,794
Closed -$76.1K
STOT icon
6227
SPDR DoubleLine Short Duration Total Return Tactical ETF
STOT
$285M
-6,036
Closed -$280K
TACK icon
6228
Fairlead Tactical Sector ETF
TACK
$270M
0
TDSB icon
6229
Exchange Listed Funds Trust ETC Cabana Target Beta ETF
TDSB
$66M
-31,793
Closed -$657K
TDSC icon
6230
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
$139M
-2,801
Closed -$60.9K
TIL icon
6231
Instil Bio
TIL
$213M
-1,252
Closed -$10.7K
TIXT icon
6232
TELUS International
TIXT
$1.25B
-7,386
Closed -$56.3K
TMC icon
6233
TMC The Metals Company
TMC
$2.08B
-581
Closed -$576
TNXP icon
6234
Tonix Pharmaceuticals
TNXP
$233M
-6
Closed -$11.3K
TOP icon
6235
TOP Financial Group
TOP
$42.6M
-27,324
Closed -$140K
TOVX icon
6236
Theriva Biologics
TOVX
$3.88M
-1
Closed -$8
TOUR
6237
Tuniu
TOUR
$102M
-1,000
Closed -$1.2K
TRNR icon
6238
Interactive Strength
TRNR
$5.06M
0
-$15.3K
TWN
6239
Taiwan Fund
TWN
$326M
-380
Closed -$11.4K
UAE icon
6240
iShares MSCI UAE ETF
UAE
$166M
-35,342
Closed -$540K
UDEC icon
6241
Innovator US Equity Ultra Buffer ETF December
UDEC
$307M
-17,414
Closed -$512K
UJUN icon
6242
Innovator US Equity Ultra Buffer ETF June
UJUN
$145M
-52,276
Closed -$1.48M
UMAY icon
6243
Innovator US Equity Ultra Buffer ETF May
UMAY
$61.5M
-5,446
Closed -$151K
USB.PRH icon
6244
US Bancorp Depositary Shares (1/1,000 Interest in Ser. B Non-Cum. Prptl. Prfrd. Stock)
USB.PRH
$814M
0
UVXY icon
6245
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$665M
-16,017
Closed -$1.3M
UYG icon
6246
ProShares Ultra Financials
UYG
$864M
-40
Closed -$1.74K
VALN
6247
Valneva
VALN
$743M
-39
Closed -$460
VIRC icon
6248
Virco
VIRC
$139M
-115
Closed -$913
VKQ icon
6249
Invesco Municipal Trust
VKQ
$511M
-905
Closed -$7.55K
EMPD
6250
Empery Digital Inc. Common stock
EMPD
$324M
0
-$14