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
JNUG icon
6376
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
$478M
-8,911
Closed -$228K
JSML icon
6377
Janus Henderson Small Cap Growth Alpha ETF
JSML
$216M
-58
Closed -$2.96K
JUCY icon
6378
Aptus Enhanced Yield ETF
JUCY
$220M
-24,370
Closed -$590K
KAPR icon
6379
Innovator US Small Cap Power Buffer ETF April
KAPR
$170M
-5
Closed -$134
KF
6380
Korea Fund
KF
$116M
-936
Closed -$19.7K
KTF
6381
DWS Municipal Income Trust
KTF
$351M
-13,748
Closed -$106K
HCCI
6382
DELISTED
Heritage-Crystal Clean, Inc.
HCCI
-307,952
Closed -$14M
LASE icon
6383
Laser Photonics
LASE
$29.3M
-4
Closed -$6
LCG icon
6384
Sterling Capital Focus Equity ETF
LCG
$32.7M
-100
Closed -$2.32K
LDWY icon
6385
Lendway
LDWY
$10.1M
-1
Closed -$5
LGH icon
6386
HCM Defender 500 Index ETF
LGH
$523M
-46
Closed -$1.72K
LGOV icon
6387
First Trust Long Duration Opportunities ETF
LGOV
$643M
-701
Closed -$14.2K
LIXT icon
6388
Lixte Biotechnology
LIXT
$20.8M
-1
Closed -$2
LONZ icon
6389
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$686M
-5,760
Closed -$290K
LQDW icon
6390
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW
$263M
-44,125
Closed -$1.39M
LUCY icon
6391
Innovative Eyewear
LUCY
$8.74M
0
-$2
MAMB icon
6392
Monarch Ambassador Income Index ETF
MAMB
$136M
-19,085
Closed -$399K
MEGI
6393
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$744M
-10,750
Closed -$127K
MGOV icon
6394
First Trust Intermediate Government Opportunities ETF
MGOV
$70.7M
-150,000
Closed -$2.91M
MHF
6395
Western Asset Municipal High Income Fund
MHF
$159M
-3,387
Closed -$20.6K
MIO
6396
DELISTED
Pioneer Municipal High Income Opportunities Fund
MIO
-154
Closed -$1.47K
MIRA icon
6397
MIRA Pharmaceuticals
MIRA
$26.7M
-100
Closed -$465
MITQ icon
6398
Moving iMage Technologies
MITQ
$7.45M
-9
Closed -$8
MIY icon
6399
BlackRock MuniYield Michigan Quality Fund
MIY
$329M
-7,381
Closed -$73.3K
MMT
6400
MFS Multimarket Income Trust
MMT
$263M
-6,964
Closed -$29.7K