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
+11.29%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$979B
AUM Growth
+$122B
Cap. Flow
+$26.9B
Cap. Flow %
2.75%
Top 10 Hldgs %
20.99%
Holding
6,985
New
460
Increased
3,284
Reduced
2,043
Closed
468

Sector Composition

1 Technology 21.83%
2 Healthcare 10.29%
3 Financials 9.88%
4 Consumer Discretionary 9.44%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
HELX icon
6351
Franklin Genomic Advancements ETF
HELX
$15.3M
0
HELO icon
6352
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.43B
-100,000
Closed -$4.98M
HKIT icon
6353
Hitek Global
HKIT
$44.5M
-478
Closed -$1.1K
KFYP
6354
DELISTED
KraneShares CICC China Leaders 100 Index ETF
KFYP
0
HNW
6355
Pioneer Diversified High Income Fund
HNW
$107M
-5,441
Closed -$55.6K
HOVR icon
6356
New Horizon Aircraft
HOVR
$62.7M
-25,000
Closed -$264K
HSAI
6357
Hesai Group
HSAI
$3.52B
-15,042
Closed -$150K
HTAB icon
6358
Hartford Schroders Tax-Aware Bond ETF
HTAB
$382M
-14,913
Closed -$272K
IAF
6359
abrdn Australia Equity Fund
IAF
$126M
-1
Closed -$4
IDNA icon
6360
iShares Genomics Immunology and Healthcare ETF
IDNA
$115M
-20
Closed -$407
IFN
6361
India Fund
IFN
$598M
-35,850
Closed -$625K
IGA
6362
Voya Global Advantage and Premium Opportunity Fund
IGA
$151M
-3,813
Closed -$31.6K
IJAN icon
6363
Innovator International Developed Power Buffer ETF January
IJAN
$171M
-11,118
Closed -$310K
IKT icon
6364
Inhibikase Therapeutics
IKT
$124M
-5
Closed -$7
IMAB
6365
I-MAB
IMAB
$358M
-477,895
Closed -$631K
IMMP
6366
Immutep
IMMP
$242M
-2
Closed -$4
IMNN icon
6367
Imunon
IMNN
$14.5M
-1
Closed -$11
IQI icon
6368
Invesco Quality Municipal Securities
IQI
$507M
-616
Closed -$5.17K
IREN icon
6369
Iris Energy
IREN
$7.11B
-64,304
Closed -$239K
ISPC icon
6370
iSpecimen
ISPC
$7.01M
0
-$3
ISWN icon
6371
Amplify BlackSwan ISWN ETF
ISWN
$33.3M
-928
Closed -$16.3K
ITRG
6372
Integra Resources
ITRG
$433M
-400
Closed -$338
JCTR icon
6373
JPMorgan Carbon Transition US Equity ETF
JCTR
$6.53M
-300,734
Closed -$17.5M
JFR icon
6374
Nuveen Floating Rate Income Fund
JFR
$1.13B
-6,588
Closed -$54.1K
JMM icon
6375
Nuveen Multi-Market Income Fund
JMM
$59.9M
-41
Closed -$230