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
APCX
6551
DELISTED
AppTech Payments
APCX
-49
Closed -$20
APRE icon
6552
Aprea Therapeutics
APRE
$8.74M
-10
Closed -$20
APRH icon
6553
Innovator Premium Income 20 Barrier ETF April
APRH
$27.6M
-120
Closed -$2.95K
APYX icon
6554
Apyx Medical
APYX
$77.5M
-60
Closed -$82
AQMS icon
6555
Aqua Metals
AQMS
$5.4M
-1
Closed -$22
ARKR icon
6556
Ark Restaurants
ARKR
$25.9M
-4
Closed -$40
ASTC icon
6557
Astrotech Corp
ASTC
$8.45M
-4
Closed -$26
ATGL
6558
Alpha Technology Group
ATGL
$543M
-4
Closed -$108
ATHE
6559
Alterity Therapeutics
ATHE
$77.8M
-53
Closed -$184
AUGT icon
6560
AllianzIM U.S. Large Cap Buffer10 Aug ETF
AUGT
$36M
-678
Closed -$20.5K
AUID icon
6561
authID Inc
AUID
$52.4M
-19
Closed -$92
AVGV icon
6562
Avantis All Equity Markets Value ETF
AVGV
$159M
-180,457
Closed -$11M
AVIV icon
6563
Avantis International Large Cap Value ETF
AVIV
$833M
-10
Closed -$567
AXDX
6564
DELISTED
Accelerate Diagnostics
AXDX
-32
Closed -$23
AXR icon
6565
AMREP Corp
AXR
$110M
-3,201
Closed -$64.2K
SBLX
6566
StableX Technologies, Inc. Common Stock
SBLX
$2.97M
-8
Closed -$68
ZFEB
6567
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$125M
-8,157
Closed -$193K
CBTJ
6568
Calamos Bitcoin 80 Series Structured Alt Protection ETF - January
CBTJ
$47.2M
-1,410
Closed -$32.7K
EPWK
6569
EPWK Holdings Ltd. Class A Ordinary Shares
EPWK
$7.12M
-1,854
Closed -$9.09K
AACBU
6570
Artius II Acquisition Inc. Units
AACBU
$210M
-5,000
Closed -$50.6K
YSEP icon
6571
FT Vest International Equity Buffer ETF September
YSEP
$94.7M
-1,198
Closed -$27.3K
ZALT icon
6572
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$547M
-3,641
Closed -$108K
AZUL
6573
DELISTED
Azul
AZUL
-1,000
Closed -$1.64K
BATL icon
6574
Battalion Oil
BATL
$17.8M
-26
Closed -$34
BATT icon
6575
Amplify Lithium & Battery Technology ETF
BATT
$66.6M
-217
Closed -$1.82K