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
GHYG icon
6251
iShares US & Intl High Yield Corp Bond ETF
GHYG
$176M
-329
Closed -$14.7K
GJUN icon
6252
FT Vest US Equity Moderate Buffer ETF June
GJUN
$339M
-8,926
Closed -$314K
GLIN icon
6253
VanEck India Growth Leaders ETF
GLIN
$126M
-468
Closed -$20.1K
GLPG icon
6254
Galapagos
GLPG
$2.2B
-835
Closed -$21K
GLQ
6255
Clough Global Equity Fund
GLQ
$139M
-1,800
Closed -$11.3K
CBIO
6256
Crescent Biopharma, Inc. Common Stock
CBIO
$198M
-1
Closed -$26
GNOV icon
6257
FT Vest US Equity Moderate Buffer ETF November
GNOV
$251M
-1,987
Closed -$68.1K
GNSS icon
6258
Genasys
GNSS
$89.4M
-71,058
Closed -$161K
GORO icon
6259
Gold Resource Corp
GORO
$103M
-4,903
Closed -$2.5K
GPIQ icon
6260
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$1.4B
-3
Closed -$153
GPIX icon
6261
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$1.39B
-3
Closed -$178
GROW icon
6262
US Global Investors
GROW
$31.8M
-26
Closed -$59
GTE icon
6263
Gran Tierra Energy
GTE
$139M
-23,066
Closed -$114K
GTIM icon
6264
Good Times Restaurants
GTIM
$17M
-18
Closed -$44
IMAR icon
6265
Innovator International Developed Power Buffer ETF March
IMAR
$49.5M
-4,350
Closed -$115K
XTIA icon
6266
XTI Aerospace
XTIA
$40.7M
-315
Closed -$343
ZEO
6267
Zeo Energy
ZEO
$41.6M
-7
Closed -$11
GV icon
6268
Visionary Holdings
GV
$6.26M
-186
Closed -$606
HBIO icon
6269
Harvard Bioscience
HBIO
$21.3M
-40,943
Closed -$23.2K
HEES
6270
DELISTED
H&E Equipment Services
HEES
-230,723
Closed -$21.9M
HERO icon
6271
Global X Video Games & Esports ETF
HERO
$157M
-1
Closed -$36
HGBL icon
6272
Heritage Global
HGBL
$65.7M
-68
Closed -$148
HHS icon
6273
Harte-Hanks
HHS
$27.2M
-11
Closed -$53
HIGH icon
6274
Simplify Enhanced Income ETF
HIGH
$191M
-6,532
Closed -$143K
HNNA icon
6275
Hennessy Advisors
HNNA
$94.7M
-408
Closed -$4.06K