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
IVVW icon
6301
iShares S&P 500 BuyWrite ETF
IVVW
$184M
-50,000
Closed -$2.32M
IFN
6302
India Fund
IFN
$598M
-6
Closed -$95
IGR
6303
CBRE Global Real Estate Income Fund
IGR
$765M
-21,934
Closed -$113K
IMAB
6304
I-MAB
IMAB
$358M
-5,000
Closed -$4.12K
IMMX icon
6305
Immix Biopharma
IMMX
$62M
-35
Closed -$59
IMPP icon
6306
Imperial Petroleum
IMPP
$123M
-4,224
Closed -$10.3K
INAB icon
6307
IN8bio
INAB
$9.83M
-3
Closed -$17
INDP icon
6308
Indaptus Therapeutics
INDP
$3.65M
-1
Closed -$9
INTG icon
6309
InterGroup Corp
INTG
$37.5M
-2
Closed -$24
INTS icon
6310
Intensity Therapeutics
INTS
$13.3M
-15
Closed -$30
IPO icon
6311
Renaissance IPO ETF
IPO
$165M
-201
Closed -$7.55K
IPW icon
6312
iPower
IPW
$16.6M
-33
Closed -$17
IRIX icon
6313
IRIDEX
IRIX
$23.8M
-27
Closed -$27
ISPO icon
6314
Inspirato
ISPO
$39.4M
-8
Closed -$33
ISPY icon
6315
ProShares S&P 500 High Income ETF
ISPY
$950M
-1,213
Closed -$51.1K
IZEA icon
6316
IZEA Worldwide
IZEA
$60.7M
-179
Closed -$376
JDST icon
6317
Direxion Daily Junior Gold Miners Index Bear 2X Shares
JDST
$46.5M
-329
Closed -$5.3K
JFU
6318
9F Inc
JFU
$29.6M
-37
Closed -$51
JNUG icon
6319
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
$478M
-1,753
Closed -$108K
JPMB icon
6320
JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB
$48M
-87,527
Closed -$3.37M
JRSH icon
6321
Jerash Holdings
JRSH
$43.6M
-9
Closed -$31
JSI icon
6322
Janus Henderson Securitized Income ETF
JSI
$1.14B
-8,418
Closed -$441K
JUNT icon
6323
AllianzIM U.S. Large Cap Buffer10 Jun ETF
JUNT
$23.7M
-8,347
Closed -$264K
JWN
6324
DELISTED
Nordstrom
JWN
-439,531
Closed -$10.7M
JYD icon
6325
Jayud Global Logistics
JYD
$23.2M
-1,427
Closed -$11K