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
+11.39%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.12T
AUM Growth
+$146B
Cap. Flow
+$51.6B
Cap. Flow %
4.59%
Top 10 Hldgs %
22.59%
Holding
6,913
New
394
Increased
2,972
Reduced
2,339
Closed
499

Sector Composition

1 Technology 22.83%
2 Healthcare 10.08%
3 Consumer Discretionary 9.55%
4 Financials 9.44%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GHLD icon
6376
Guild Holdings
GHLD
$1.24B
-227
Closed -$3.2K
GHRS icon
6377
GH Research
GHRS
$849M
-600
Closed -$3.48K
GJAN icon
6378
FT Vest US Equity Moderate Buffer ETF January
GJAN
$370M
-52,418
Closed -$1.81M
GLQ
6379
Clough Global Equity Fund
GLQ
$139M
-24,697
Closed -$146K
GMGI icon
6380
Golden Matrix Group
GMGI
$148M
-377
Closed -$909
GMUN icon
6381
Goldman Sachs Access Municipal Bond ETF
GMUN
$10M
-100,000
Closed -$5.07M
GNT
6382
GAMCO Natural Resources, Gold & Income Trust
GNT
$112M
-1,569
Closed -$8.07K
GRNB icon
6383
VanEck Green Bond ETF
GRNB
$140M
-1,777
Closed -$42.4K
GUT
6384
Gabelli Utility Trust
GUT
$526M
-342
Closed -$1.81K
HAUZ icon
6385
Xtrackers International Real Estate ETF
HAUZ
$896M
-2
Closed -$44
HELX icon
6386
Franklin Genomic Advancements ETF
HELX
$15.2M
0
HEPS
6387
D-Market Electronic Services & Trading
HEPS
$939M
-2,573
Closed -$2.86K
HEWJ icon
6388
iShares Currency Hedged MSCI Japan ETF
HEWJ
$396M
-150
Closed -$5.24K
HGER icon
6389
Harbor Commodity All-Weather Strategy ETF
HGER
$621M
-14,641
Closed -$307K
HIBL icon
6390
Direxion Daily S&P 500 High Beta Bull 3X Shares
HIBL
$58.2M
-27
Closed -$1.15K
HIBS icon
6391
Direxion Daily S&P 500 High Beta Bear 3X Shares
HIBS
$26.7M
-2,300
Closed -$62.4K
HNVR icon
6392
Hanover Bancorp
HNVR
$164M
-7,263
Closed -$128K
HOTH icon
6393
Hoth Therapeutics
HOTH
$19.8M
-6,337
Closed -$9.13K
HPI
6394
John Hancock Preferred Income Fund
HPI
$439M
-92
Closed -$1.45K
HPS
6395
John Hancock Preferred Income Fund III
HPS
$483M
-26,615
Closed -$376K
HTD
6396
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$867M
-8,370
Closed -$159K
HUSV icon
6397
First Trust Horizon Managed Volatility Domestic ETF
HUSV
$97.3M
-4
Closed -$134
HWBK icon
6398
Hawthorn Bancshares
HWBK
$224M
-2,498
Closed -$63.4K
HYT icon
6399
BlackRock Corporate High Yield Fund
HYT
$1.48B
-100,724
Closed -$950K
HYTR icon
6400
CP High Yield Trend ETF
HYTR
$174M
-2,868
Closed -$61.4K