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
MAXJ
6476
iShares Large Cap Max Buffer Jun ETF
MAXJ
$169M
-4
Closed -$127
QBUF
6477
Innovator Nasdaq-100 10 Buffer ETF Quarterly
QBUF
$153M
-4,250
Closed -$112K
RBUF
6478
Innovator U.S. Small Cap 10 Buffer ETF - Quarterly
RBUF
$100M
-138
Closed -$3.6K
CNTM
6479
DELISTED
ConnectM Technology Solutions, Inc. Common Stock
CNTM
-9
Closed -$5
RSPA
6480
Invesco S&P 500 Equal Weight Income Advantage ETF
RSPA
$443M
-100
Closed -$4.92K
ETHW
6481
Bitwise Ethereum ETF
ETHW
$414M
-762
Closed -$10K
FETH
6482
Fidelity Ethereum Fund
FETH
$1.8B
-80
Closed -$1.46K
ADGM
6483
Adagio Medical Holdings, Inc Common Stock
ADGM
$24.8M
-100,000
Closed -$79.5K
KAUG
6484
Innovator US Small Cap Power Buffer ETF - August
KAUG
$136M
-7,148
Closed -$172K
YHGJ icon
6485
Yunhong Green CTI Ltd
YHGJ
$15.7M
-18
Closed -$18
ARTY
6486
iShares Future AI & Tech ETF
ARTY
$1.36B
-7,578
Closed -$238K
YXT
6487
YXT.COM GROUP HOLDING LIMITED American Depository Shares
YXT
$49.5M
-17
Closed -$17
XOVR
6488
EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
XOVR
$465M
-100
Closed -$1.6K
NSEP
6489
Innovator Growth-100 Power Buffer ETF - September
NSEP
$27.5M
-3,081
Closed -$76.7K
ZSEP
6490
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$73.8M
-1,016
Closed -$25.3K
GIFT
6491
Giftify, Inc. Common Stock
GIFT
$32.3M
-25
Closed -$50
KHPI
6492
Kensington Hedged Premium Income ETF
KHPI
$173M
-24
Closed -$581
PSQA
6493
Palmer Square CLO Senior Debt ETF
PSQA
$42M
-5,515
Closed -$112K
KLTOW
6494
Klotho Neurosciences, Inc. Warrant
KLTOW
0
-$387
LGCY
6495
Legacy Education Inc.
LGCY
$150M
-2
Closed -$14
OMCC
6496
Old Market Capital Corporation Common Stock
OMCC
$40.5M
-8
Closed -$48
APOC
6497
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$55.5M
-4,989
Closed -$125K
SMAX
6498
iShares Large Cap Max Buffer Sep ETF
SMAX
$81.8M
-42,376
Closed -$1.06M
JCTC
6499
Jewett-Cameron Trading
JCTC
$12.7M
-5
Closed -$23
SEEM
6500
SEI Select Emerging Markets Equity ETF
SEEM
$281M
-1,638
Closed -$40.6K