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
HYXF icon
6401
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$183M
-1,458
Closed -$66.3K
IAK icon
6402
iShares US Insurance ETF
IAK
$708M
-123
Closed -$12.3K
IAUM icon
6403
iShares Gold Trust Micro
IAUM
$3.67B
-589,781
Closed -$12.1M
IBD icon
6404
Inspire Corporate Bond ETF
IBD
$411M
-2,529
Closed -$59.7K
IBHE icon
6405
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$511M
-2,100
Closed -$48.5K
IBMO icon
6406
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$521M
-120
Closed -$3.07K
IBMP icon
6407
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$563M
-349
Closed -$8.89K
IDE
6408
Voya Infrastructure, Industrials and Materials Fund
IDE
$186M
-1,731
Closed -$17.6K
IDLV icon
6409
Invesco S&P International Developed Low Volatility ETF
IDLV
$331M
-328
Closed -$9.24K
IDHQ icon
6410
Invesco S&P International Developed Quality ETF
IDHQ
$500M
-29,388
Closed -$840K
IFGL icon
6411
iShares International Developed Real Estate ETF
IFGL
$97.8M
-11,843
Closed -$258K
IFRX icon
6412
InflaRx
IFRX
$107M
-645
Closed -$1.05K
IGC icon
6413
IGC Pharma
IGC
$37.8M
-4,917
Closed -$1.38K
IGD
6414
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$465M
-15,911
Closed -$79.1K
IGI
6415
Western Asset Investment Grade Defined Opportunity Trust
IGI
$101M
-108
Closed -$1.9K
IHD
6416
Voya Emerging Markets High Income Dividend Equity Fund
IHD
$106M
-212
Closed -$1.12K
IHS icon
6417
IHS Holding
IHS
$2.48B
-43,345
Closed -$199K
INDO icon
6418
Indonesia Energy Corp
INDO
$41.5M
-545
Closed -$1.48K
INMB icon
6419
INmune Bio
INMB
$48.1M
-3,479
Closed -$39.2K
INMU icon
6420
BlackRock Intermediate Muni Income Bond ETF
INMU
$138M
-88
Closed -$2.09K
INTG icon
6421
InterGroup Corp
INTG
$39.6M
-2
Closed -$37
IPPP
6422
DELISTED
Preferred-Plus ETF
IPPP
-100
Closed -$955
ISCF icon
6423
iShares International Small Cap Equity Factor ETF
ISCF
$458M
-1,140
Closed -$36.6K
IVCA
6424
DELISTED
Investcorp India Acquisition Corp
IVCA
-24,998
Closed -$276K
IZM icon
6425
ICZOOM Group
IZM
$29.2M
-3,502
Closed -$36.5K