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
DRLL icon
6426
Strive US Energy ETF
DRLL
$260M
-1,003
Closed -$29.8K
DRV icon
6427
Direxion Daily Real Estate Bear 3X Shares
DRV
$42M
-22
Closed -$580
DRSK icon
6428
Aptus Defined Risk ETF
DRSK
$1.35B
-129
Closed -$3.52K
DSEP icon
6429
FT Vest US Equity Deep Buffer ETF September
DSEP
$266M
-626
Closed -$24.8K
DTST icon
6430
Data Storage Corp
DTST
$32.4M
-8
Closed -$29
DUOT icon
6431
Duos Technologies
DUOT
$136M
-11
Closed -$62
DURA icon
6432
VanEck Durable High Dividend ETF
DURA
$44M
0
DUST icon
6433
Direxion Daily Gold Miners Index Bear 2X Shares
DUST
$62.9M
-1,289
Closed -$46.4K
TRUG icon
6434
TruGolf
TRUG
$4.61M
0
-$3
STI icon
6435
Solidion Technology
STI
$16.4M
-1,625
Closed -$9.8K
DHAI icon
6436
DIH Holdings US
DHAI
$12.8M
-27
Closed -$6
DWSN icon
6437
Dawson Geophysical
DWSN
$50M
-13
Closed -$16
EALT icon
6438
Innovator US Equity 5 to 15 Buffer ETF Quarterly
EALT
$134M
-10,887
Closed -$335K
EAOR icon
6439
iShares ESG Aware Growth Allocation ETF
EAOR
$24M
-12,806
Closed -$401K
EASG icon
6440
Xtrackers MSCI EAFE ESG Leaders Equity ETF
EASG
$61.4M
-924
Closed -$28.4K
ECC
6441
Eagle Point Credit Co
ECC
$954M
-200
Closed -$1.62K
ECDA icon
6442
ECD Automotive Design
ECDA
$6.65M
-15
Closed -$9
EDUC icon
6443
Educational Development Corp
EDUC
$9.44M
-7
Closed -$10
EFAS icon
6444
Global X MSCI SuperDividend EAFE ETF
EFAS
$30.9M
-1,000
Closed -$15.9K
EJAN icon
6445
Innovator Emerging Markets Power Buffer ETF January
EJAN
$109M
-270
Closed -$8.16K
EKSO icon
6446
Ekso Bionics
EKSO
$10.6M
-3
Closed -$16
ELBM
6447
Electra Battery Materials
ELBM
$15.4M
-13
Closed -$60
ELSE icon
6448
Electro-Sensors
ELSE
$16.3M
-4
Closed -$18
ELTX icon
6449
Elicio Therapeutics
ELTX
$188M
-16
Closed -$99
EOCT icon
6450
Innovator Emerging Markets Power Buffer ETF October
EOCT
$80.7M
-137
Closed -$3.65K