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
FBLG icon
6401
FibroBiologics
FBLG
$24.1M
-19,367
Closed -$17.4K
ANRO icon
6402
Alto Neuroscience
ANRO
$99.4M
-10,949
Closed -$23.7K
GUTS icon
6403
Fractyl Health
GUTS
$65.4M
-17,100
Closed -$20.3K
CVKD icon
6404
Cadrenal Therapeutics
CVKD
$27.1M
-100
Closed -$1.76K
CVSB icon
6405
Calvert Ultra-Short Investment Grade ETF
CVSB
$179M
-11,275
Closed -$571K
CWD icon
6406
CaliberCos
CWD
$2.75M
-1
Closed -$9
DADA
6407
DELISTED
Dada Nexus
DADA
-238
Closed -$440
DAIO icon
6408
Data I/O
DAIO
$30.1M
-17
Closed -$42
DALN icon
6409
DallasNews
DALN
$79.5M
-7
Closed -$32
DAPR icon
6410
FT Vest US Equity Deep Buffer ETF April
DAPR
$287M
-20,049
Closed -$746K
DARE icon
6411
Dare Bioscience
DARE
$29M
-19
Closed -$55
MYSE
6412
Myseum, Inc. Common Stock
MYSE
$8.29M
-290
Closed -$1.12K
DECW icon
6413
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
$397M
-20,923
Closed -$627K
DECZ icon
6414
TrueShares Structured Outcome December ETF
DECZ
$61.3M
-35
Closed -$1.25K
DESP
6415
DELISTED
Despegar.com
DESP
-1,646,763
Closed -$30.9M
DFJ icon
6416
WisdomTree Japan SmallCap Dividend Fund
DFJ
$327M
-21
Closed -$1.67K
DFS
6417
DELISTED
Discover Financial Services
DFS
-2,165,415
Closed -$370M
DGICB
6418
Donegal Group Class B
DGICB
-2
Closed -$33
DGLY icon
6419
Digital Ally
DGLY
$3.06M
0
DIVZ icon
6420
Opal Dividend Income ETF
DIVZ
$187M
-321
Closed -$10.9K
DLPN icon
6421
Dolphin Entertainment
DLPN
$14.1M
-18
Closed -$18
DMAT icon
6422
Global X Disruptive Materials ETF
DMAT
$5.11M
-100
Closed -$1.45K
DNN icon
6423
Denison Mines
DNN
$2.11B
-89,420
Closed -$116K
DOCT icon
6424
FT Vest US Equity Deep Buffer ETF October
DOCT
$309M
-15,232
Closed -$584K
DOMH icon
6425
Dominari Holdings
DOMH
$90.9M
-8
Closed -$32