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
+11.29%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$979B
AUM Growth
+$122B
Cap. Flow
+$26.9B
Cap. Flow %
2.75%
Top 10 Hldgs %
20.99%
Holding
6,985
New
460
Increased
3,284
Reduced
2,043
Closed
468

Sector Composition

1 Technology 21.83%
2 Healthcare 10.29%
3 Financials 9.88%
4 Consumer Discretionary 9.44%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ANGHW icon
6476
Anghami Inc Warrants
ANGHW
$169K
0
-$1.25K
APCB icon
6477
ActivePassive Core Bond ETF
APCB
$885M
-570
Closed -$16.2K
ASEA icon
6478
Global X FTSE Southeast Asia ETF
ASEA
$66.3M
-180
Closed -$2.62K
ASGI
6479
abrdn Global Infrastructure Income Fund
ASGI
$586M
-13,433
Closed -$216K
ASTI icon
6480
Ascent Solar Technologies
ASTI
$5.7M
-30
Closed -$5.37K
AU icon
6481
AngloGold Ashanti
AU
$30.4B
-75
Closed -$1.19K
AVIV icon
6482
Avantis International Large Cap Value ETF
AVIV
$835M
-701
Closed -$33.7K
AVSF icon
6483
Avantis Short-Term Fixed Income ETF
AVSF
$669M
-338
Closed -$15.4K
AWF
6484
AllianceBernstein Global High Income Fund
AWF
$974M
-21,813
Closed -$212K
BBLGW
6485
Bone Biologics Corp Warrants
BBLGW
0
-$21
BCD icon
6486
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$292M
-1,510
Closed -$50K
BCV
6487
Bancroft Fund
BCV
$122M
-2,002
Closed -$31.6K
BCX icon
6488
BlackRock Resources & Commodities Strategy Trust
BCX
$786M
-463
Closed -$4.26K
BDJ icon
6489
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.6B
-73,290
Closed -$558K
BEEP icon
6490
Mobile Infrastructure Corporation Common Stock
BEEP
$173M
-1,312
Closed -$4.58K
BELFA icon
6491
Bel Fuse Class A
BELFA
$1.48B
-2
Closed -$94
BFEB icon
6492
Innovator US Equity Buffer ETF February
BFEB
$194M
-3,008
Closed -$100K
CIR
6493
DELISTED
CIRCOR International, Inc
CIR
-37,143
Closed -$2.07M
BGY icon
6494
BlackRock Enhanced International Dividend Trust
BGY
$533M
-14,728
Closed -$73.5K
BHK icon
6495
BlackRock Core Bond Trust
BHK
$704M
-6,533
Closed -$64.9K
BKAG icon
6496
BNY Mellon Core Bond ETF
BKAG
$2.01B
-8,142
Closed -$328K
BKYI
6497
BIO-key International
BKYI
$5.05M
-83
Closed -$783
BLCO icon
6498
Bausch + Lomb
BLCO
$5.28B
-132,176
Closed -$2.24M
BLIN icon
6499
Bridgeline Digital
BLIN
$16.5M
-9
Closed -$7
BMA icon
6500
Banco Macro
BMA
$3.76B
-237,975
Closed -$4.7M