JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.45T
 

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
+3.88%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.16T
AUM Growth
+$1.16T
Cap. Flow
+$58.9B
Cap. Flow %
5.08%
Top 10 Hldgs %
25.51%
Holding
6,729
New
329
Increased
2,218
Reduced
2,992
Closed
383

Sector Composition

1 Technology 25.26%
2 Healthcare 9.71%
3 Consumer Discretionary 9.24%
4 Financials 9.04%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GYRO icon
6426
Gyrodyne
GYRO
$22.4M
-800
Closed -$6.5K
HCTI icon
6427
Healthcare Triangle
HCTI
$12.2M
0
-1
-100% -$2
HCWB icon
6428
HCW Biologics
HCWB
$10.3M
0
-9
-100% -$15
HEEM icon
6429
iShares Currency Hedged MSCI Emerging Markets
HEEM
$176M
-10,000
Closed -$257K
HEPA
6430
DELISTED
Hepion Pharmaceuticals
HEPA
0
-11
-100% -$27
HGTY icon
6431
Hagerty
HGTY
$1.16B
-25,735
Closed -$235K
HRZN icon
6432
Horizon Technology Finance
HRZN
$297M
-500
Closed -$5.69K
HTEC icon
6433
ROBO Global Healthcare Technology and Innovation ETF
HTEC
$46.2M
-100
Closed -$3
HUSA icon
6434
Houston American Energy
HUSA
$274M
-24
Closed -$32
HYBL icon
6435
SPDR Blackstone High Income ETF
HYBL
$487M
-150
Closed -$4.26K
IBDX icon
6436
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.25B
-27,431
Closed -$681K
IBIT icon
6437
iShares Bitcoin Trust
IBIT
$83.5B
-11,797
Closed -$477K
IBTJ icon
6438
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$721M
-3,000
Closed -$64.5K
IBTK icon
6439
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$507M
-3,500
Closed -$68K
IBTM icon
6440
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$331M
-5,080
Closed -$115K
IFN
6441
India Fund
IFN
$600M
-8
Closed -$164
IGTR icon
6442
Innovator Gradient Tactical Rotation Strategy ETF
IGTR
$62.1M
-5,054
Closed -$141K