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
KAPR icon
6326
Innovator US Small Cap Power Buffer ETF April
KAPR
$170M
-9,016
Closed -$278K
KBA icon
6327
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$219M
-950
Closed -$22.4K
TBHC
6328
The Brand House Collective, Inc. Common Stock
TBHC
$38.6M
-23
Closed -$29
KNDI
6329
Kandi Technologies Group
KNDI
$114M
-22
Closed -$31
USBC
6330
USBC, Inc.
USBC
$323M
-4
Closed -$3
IQQQ icon
6331
ProShares Nasdaq-100 High Income ETF
IQQQ
$229M
-111,609
Closed -$4.34M
EVSM icon
6332
Eaton Vance Short Duration Municipal Income ETF
EVSM
$431M
-8,294
Closed -$413K
QTTB icon
6333
Q32 Bio
QTTB
$20.4M
-2,930
Closed -$4.84K
KOKU icon
6334
Xtrackers MSCI Kokusai Equity ETF
KOKU
$669M
-1
Closed -$99
KRON
6335
DELISTED
Kronos Bio
KRON
-441
Closed -$364
KTCC icon
6336
Key Tronic
KTCC
$34.2M
-22
Closed -$57
LALT icon
6337
First Trust Multi-Strategy Alternative ETF
LALT
$22.2M
-1,922
Closed -$40.8K
LCUT icon
6338
Lifetime Brands
LCUT
$97.2M
-22,550
Closed -$111K
LDSF icon
6339
First Trust Low Duration Strategic Focus ETF
LDSF
$129M
-6,933
Closed -$131K
LINK icon
6340
Interlink Electronics
LINK
$86M
-4
Closed -$26
LITM icon
6341
Snow Lake Resources
LITM
$29.4M
-83
Closed -$558
LIVE icon
6342
Live Ventures
LIVE
$51.8M
-3
Closed -$23
LNZA icon
6343
LanzaTech
LNZA
$44.5M
-546
Closed -$13.2K
LOAN
6344
Manhattan Bridge Capital
LOAN
$61.5M
-19
Closed -$112
ZCARW
6345
DELISTED
Zoomcar Holdings, Inc. Warrants
ZCARW
0
-$5.48K
BSJV icon
6346
Invesco BulletShares 2031 High Yield Corporate Bond ETF
BSJV
$40.1M
-20,797
Closed -$541K
BSMP icon
6347
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$221M
-674
Closed -$16.5K
BSMQ icon
6348
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$290M
-738
Closed -$17.4K
BSMR icon
6349
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$269M
-790
Closed -$18.6K
BSMS icon
6350
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$216M
-849
Closed -$19.7K