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
+11.39%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.12T
AUM Growth
+$146B
Cap. Flow
+$51.6B
Cap. Flow %
4.59%
Top 10 Hldgs %
22.59%
Holding
6,913
New
394
Increased
2,972
Reduced
2,339
Closed
499

Sector Composition

1 Technology 22.83%
2 Healthcare 10.08%
3 Consumer Discretionary 9.55%
4 Financials 9.44%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ACXP icon
6501
Acurx Pharmaceuticals
ACXP
$6.12M
-26
Closed -$1.96K
ADIL
6502
Adial Pharmaceuticals
ADIL
$7.56M
-2,500
Closed -$4.65K
AEYE icon
6503
AudioEye
AEYE
$158M
-35
Closed -$190
AFB
6504
AllianceBernstein National Municipal Income Fund
AFB
$297M
-1,165
Closed -$12.6K
RYM
6505
RYTHM, Inc. Common Stock
RYM
$68.3M
0
AGQ icon
6506
ProShares Ultra Silver
AGQ
$887M
-2,636
Closed -$71.6K
AGRI icon
6507
AgriFORCE Growing Systems
AGRI
$3.33M
-19
Closed -$7.89K
ALCY icon
6508
Alchemy Investments Acquisition Corp 1
ALCY
$51.4M
-286,887
Closed -$3.05M
AMAX icon
6509
Adaptive Hedged Multi-Asset Income ETF
AMAX
$29.7M
-1,067
Closed -$8.13K
ANIX icon
6510
Anixa Biosciences
ANIX
$95.7M
-6,857
Closed -$26.6K
ANSCU
6511
Agriculture & Natural Solutions Acquisition Corp Unit
ANSCU
-4,000
Closed -$40.6K
ANVS icon
6512
Annovis Bio
ANVS
$44.4M
-152
Closed -$2.84K
APRE icon
6513
Aprea Therapeutics
APRE
$8.74M
-5
Closed -$24
ARDC
6514
Are Dynamic Credit Allocation Fund
ARDC
$352M
-24,972
Closed -$343K
ASA
6515
ASA Gold and Precious Metals
ASA
$722M
-2,220
Closed -$33.4K
ASG
6516
Liberty All-Star Growth Fund
ASG
$344M
-15,744
Closed -$83.1K
ATXG icon
6517
Addentax Group
ATXG
$6.33M
-1,116
Closed -$1.57K
AUGT icon
6518
AllianzIM U.S. Large Cap Buffer10 Aug ETF
AUGT
$36M
-674
Closed -$17.5K
AVPTW
6519
DELISTED
AvePoint Inc Warrant
AVPTW
0
-$36.2K
BAK icon
6520
Braskem
BAK
$1.36B
-35
Closed -$309
BATL icon
6521
Battalion Oil
BATL
$17.8M
-119
Closed -$1.14K
BAUG icon
6522
Innovator US Equity Buffer ETF August
BAUG
$226M
-167
Closed -$6.01K
BBDO icon
6523
Banco Bradesco
BBDO
$28.6B
-154,532
Closed -$491K
BBN icon
6524
BlackRock Taxable Municipal Bond Trust
BBN
$1.02B
-935
Closed -$15.2K
BCI icon
6525
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.7B
-465
Closed -$9K