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
+3.88%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.16T
AUM Growth
+$35.9B
Cap. Flow
+$9.51B
Cap. Flow %
0.82%
Top 10 Hldgs %
25.51%
Holding
6,729
New
334
Increased
2,205
Reduced
2,958
Closed
375

Sector Composition

1 Technology 25.26%
2 Healthcare 9.71%
3 Consumer Discretionary 9.24%
4 Financials 9.04%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
RTC
6301
DELISTED
Baijiayun Group
RTC
-1
Closed -$48
RVPH icon
6302
Reviva Pharmaceuticals
RVPH
$29.9M
-38,663
Closed -$146K
RVYL icon
6303
Ryvyl
RVYL
$8.72M
-3
Closed -$9
SATL icon
6304
Satellogic
SATL
$367M
-1,700
Closed -$2.89K
SGD icon
6305
Safe and Green Development Corp
SGD
$3.98M
0
-$1
SH icon
6306
ProShares Short S&P500
SH
$1.24B
-2,269
Closed -$108K
SILJ icon
6307
Amplify Junior Silver Miners ETF
SILJ
$2.07B
-1,376
Closed -$13.7K
SINT icon
6308
SiNtx Technologies
SINT
$15.8M
0
-$1
SKF icon
6309
ProShares UltraShort Financials
SKF
$10.2M
-9
Closed -$402
SLN
6310
Silence Therapeutics
SLN
$261M
-9,610
Closed -$208K
SLS icon
6311
SELLAS Life Sciences
SLS
$198M
-6,092
Closed -$6.15K
SMX icon
6312
SMX (Security Matters)
SMX
$1.98M
0
SPCX icon
6313
The SPAC and New Issue ETF
SPCX
$9.22M
-149
Closed -$3
AAAU icon
6314
Goldman Sachs Physical Gold ETF Shares
AAAU
$1.73B
-13,243
Closed -$291K
ABAT icon
6315
American Battery Technology Co
ABAT
$224M
-17,173
Closed -$30.1K
ABL icon
6316
Abacus Life
ABL
$632M
-4,964
Closed -$60.5K
AEI icon
6317
Alset
AEI
$69.8M
-2
Closed -$1
RYM
6318
RYTHM, Inc. Common Stock
RYM
$72.5M
0
AGNG icon
6319
Global X Aging Population ETF
AGNG
$65.5M
-2,972
Closed -$89.5K
AGQI icon
6320
First Trust Active Global Quality Income ETF
AGQI
$56.5M
-4,038
Closed -$56.2K
AIEQ icon
6321
Amplify AI Powered Equity ETF
AIEQ
$115M
-125
Closed -$4.56K
ANY icon
6322
Sphere 3D
ANY
$18M
-33
Closed -$51
APDN icon
6323
Applied DNA Sciences
APDN
$1.46M
0
-$2
AQWA icon
6324
Global X Clean Water ETF
AQWA
$12.7M
-2,011
Closed -$35
AREC icon
6325
American Resources Corp
AREC
$152M
-161
Closed -$227