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
+11.39%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.12T
AUM Growth
+$146B
Cap. Flow
+$51.6B
Cap. Flow %
4.59%
Top 10 Hldgs %
22.59%
Holding
6,913
New
394
Increased
2,972
Reduced
2,339
Closed
499

Sector Composition

1 Technology 22.83%
2 Healthcare 10.08%
3 Consumer Discretionary 9.55%
4 Financials 9.44%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
RVSB icon
6276
Riverview Bancorp
RVSB
$105M
-423
Closed -$2.71K
RZLT icon
6277
Rezolute
RZLT
$703M
-119
Closed -$118
SAR icon
6278
Saratoga Investment
SAR
$391M
-6,435
Closed -$166K
SARK icon
6279
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$66.8M
-61
Closed -$4.75K
SBI
6280
Western Asset Intermediate Muni Fund
SBI
$110M
-574
Closed -$4.42K
SCD
6281
LMP Capital and Income Fund
SCD
$270M
-10,977
Closed -$154K
SDG icon
6282
iShares MSCI Global Sustainable Development Goals ETF
SDG
$173M
-18,632
Closed -$1.51M
SEPT icon
6283
AllianzIM U.S. Large Cap Buffer10 Sep ETF
SEPT
$95.7M
-168
Closed -$4.41K
SFWL icon
6284
Shengfeng Development Ltd
SFWL
$94M
-3,178
Closed -$9.34K
SGDJ icon
6285
Sprott Junior Gold Miners ETF
SGDJ
$225M
-1,000
Closed -$29.4K
SGDM icon
6286
Sprott Gold Miners ETF
SGDM
$524M
-2,500
Closed -$62.5K
SHOT icon
6287
Safety Shot
SHOT
$87.4M
-13,669
Closed -$48K
SIDU icon
6288
Sidus Space
SIDU
$30M
-274
Closed -$2.41K
SIXJ icon
6289
AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
SIXJ
$166M
-27
Closed -$717
SKE
6290
Skeena Resources
SKE
$2B
-84,206
Closed -$411K
SMX icon
6291
SMX (Security Matters)
SMX
$1.74M
0
SNES icon
6292
SenesTech
SNES
$26.5M
-1,697
Closed -$21.6K
SNOA icon
6293
Sonoma Pharmaceuticals
SNOA
$7.16M
-1,652
Closed -$5.96K
SNTI icon
6294
Senti Biosciences
SNTI
$34M
-4
Closed -$28
SONN icon
6295
Sonnet BioTherapeutics
SONN
$21.3M
-2
Closed -$33
SOPH icon
6296
SOPHiA GENETICS
SOPH
$220M
-881
Closed -$4.15K
SPXT icon
6297
ProShares S&P 500 ex-Technology ETF
SPXT
$217M
-9,682
Closed -$749K
SPXU icon
6298
ProShares UltraPro Short S&P 500
SPXU
$516M
-275
Closed -$11.8K
SRAD icon
6299
Sportradar
SRAD
$9.23B
-3,165
Closed -$35K
SRV
6300
NXG Cushing Midstream Energy Fund
SRV
$195M
-260
Closed -$8.81K