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
BSTP icon
6351
Innovator Buffer Step-Up Strategy ETF
BSTP
$55.4M
-22,026
Closed -$712K
BUFG icon
6352
FT Vest Buffered Allocation Growth ETF
BUFG
$282M
-202
Closed -$4.82K
BUJAR
6353
DELISTED
Bukit Jalil Global Acquisition 1 Ltd. Rights
BUJAR
-449,400
Closed -$117K
BUJAW
6354
DELISTED
Bukit Jalil Global Acquisition 1 Ltd. Warrants
BUJAW
0
-$13.7K
BUXX icon
6355
Strive Enhanced Income Short Maturity ETF
BUXX
$287M
-175
Closed -$3.55K
BUYW icon
6356
Main BuyWrite ETF
BUYW
$815M
-989
Closed -$13.6K
ZYXI icon
6357
Zynex
ZYXI
$45.1M
-93,995
Closed -$207K
BWEN icon
6358
Broadwind
BWEN
$47.2M
-43
Closed -$62
BYFC icon
6359
Broadway Financial
BYFC
$71.3M
-25
Closed -$179
CAAS icon
6360
China Automotive Systems
CAAS
$134M
-549
Closed -$2.43K
CALC icon
6361
CalciMedica
CALC
$43M
-15
Closed -$29
HAO icon
6362
Haoxi Health Technology Ltd
HAO
$3.3M
-77
Closed -$98
CATH icon
6363
Global X S&P 500 Catholic Values ETF
CATH
$1.03B
-1
Closed -$68
CBUS icon
6364
Cibus
CBUS
$67.3M
-9,138
Closed -$17.1K
CCD
6365
Calamos Dynamic Convertible & Income Fund
CCD
$563M
-200
Closed -$4.26K
CCLD icon
6366
CareCloud
CCLD
$148M
-21
Closed -$29
VTEI icon
6367
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$676M
-419
Closed -$41.4K
CDIO icon
6368
Cardio Diagnostics
CDIO
$6.54M
-50
Closed -$495
CDLX icon
6369
Cardlytics
CDLX
$49.6M
-20,230
Closed -$36.8K
YMAG icon
6370
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
$384M
-30,872
Closed -$461K
CDT icon
6371
CDT Equity Inc. Common Stock
CDT
$3.6M
-56
Closed -$659
CET
6372
Central Securities Corp
CET
$1.45B
-71
Closed -$3.19K
CETY icon
6373
Clean Energy Technologies
CETY
$16.2M
-38
Closed -$19
CGRO icon
6374
CoreValues Alpha Greater China Growth ETF
CGRO
$11.1M
-400
Closed -$10.8K
CGTX icon
6375
Cognition Therapeutics
CGTX
$230M
-69
Closed -$29