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
ERNA icon
6451
Eterna Therapeutics
ERNA
$9.44M
-4
Closed -$9
ESLA icon
6452
Estrella Immunopharma
ESLA
$38.5M
-23
Closed -$21
EVGN icon
6453
Evogene
EVGN
$10.5M
-200
Closed -$114
EVTV icon
6454
Envirotech Vehicles
EVTV
$8.58M
-3
Closed -$8
EVV
6455
Eaton Vance Limited Duration Income Fund
EVV
$1.21B
-378
Closed -$3.77K
EZBC icon
6456
Franklin Bitcoin ETF
EZBC
$568M
-50
Closed -$2.39K
FAD icon
6457
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$325M
-405
Closed -$52.5K
FAPR icon
6458
FT Vest US Equity Buffer ETF April
FAPR
$864M
-836
Closed -$34.2K
FARM icon
6459
Farmer Brothers
FARM
$43.8M
-45
Closed -$100
FAT icon
6460
FAT Brands
FAT
$33.1M
-13
Closed -$37
FATBB
6461
FAT Brands
FATBB
$46.5M
-1
Closed -$3
FBL icon
6462
GraniteShares ETF Trust GraniteShares 2x Long META Daily ETF
FBL
$149M
-29,000
Closed -$884K
FBOT icon
6463
Fidelity Disruptive Automation ETF
FBOT
$142M
-221
Closed -$5.75K
FBRX icon
6464
Forte Biosciences
FBRX
$139M
-3
Closed -$23
FDEC icon
6465
FT Vest US Equity Buffer ETF December
FDEC
$1.06B
-4,543
Closed -$197K
FDIF icon
6466
Fidelity Disruptors ETF
FDIF
$97.2M
-831
Closed -$24.6K
FDIG icon
6467
Fidelity Crypto Industry and Digital Payments ETF
FDIG
$220M
-78
Closed -$1.89K
FEBW icon
6468
AllianzIM U.S. Large Cap Buffer20 Feb ETF
FEBW
$106M
-93
Closed -$2.85K
CERO icon
6469
CERo Therapeutics
CERO
$7.4M
0
-$1
XFEB icon
6470
FT Vest US Equity Enhance & Moderate Buffer ETF February
XFEB
$48.5M
-848
Closed -$27.3K
MSTY icon
6471
YieldMax MSTR Option Income Strategy ETF
MSTY
$4.7B
-745
Closed -$15.1K
SMXT icon
6472
Solarmax Technology
SMXT
$61.9M
-54,181
Closed -$65K
CAAA icon
6473
First Trust AAA CMBS ETF
CAAA
$20.7M
-86,921
Closed -$1.77M
YEAR icon
6474
AB Ultra Short Income ETF
YEAR
$1.51B
-600
Closed -$30.4K
IBUF
6475
Innovator International Developed 10 Buffer ETF - Quarterly
IBUF
$59.2M
-227
Closed -$6.02K