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
BBGI icon
6576
Beasley Broadcasting Group
BBGI
$8.48M
-1
Closed -$6
BCAT icon
6577
BlackRock Capital Allocation Term Trust
BCAT
$1.58B
-277
Closed -$3.99K
BCLI
6578
DELISTED
BRAINSTORM CELL THERAPUTC
BCLI
-171
Closed -$215
BCV
6579
Bancroft Fund
BCV
$122M
-1,496
Closed -$26.1K
BCX icon
6580
BlackRock Resources & Commodities Strategy Trust
BCX
$784M
-27
Closed -$259
BDTX icon
6581
Black Diamond Therapeutics
BDTX
$167M
-20,248
Closed -$31.4K
BEAT icon
6582
Heartbeam
BEAT
$46.3M
-44
Closed -$88
BFRG icon
6583
Bullfrog AI
BFRG
$11.5M
-10
Closed -$17
BFRI icon
6584
Biofrontera
BFRI
$9.01M
-197
Closed -$158
BGRN icon
6585
iShares USD Green Bond ETF
BGRN
$418M
-205
Closed -$9.72K
BIAF icon
6586
bioAffinity Technologies
BIAF
$7.07M
-18
Closed -$5
BITX icon
6587
2x Bitcoin Strategy ETF
BITX
$2.38B
-15
Closed -$532
BJUL icon
6588
Innovator US Equity Buffer ETF July
BJUL
$290M
-1,193
Closed -$51.5K
BKGI icon
6589
BNY Mellon Global Infrastructure Income ETF
BKGI
$221M
-500
Closed -$17.2K
BKYI
6590
BIO-key International
BKYI
$5.16M
-1
Closed -$1
BLRX
6591
BioLineRX
BLRX
$15.6M
-375
Closed -$1.11K
BLUE
6592
DELISTED
bluebird bio
BLUE
-26,870
Closed -$131K
BMAR icon
6593
Innovator US Equity Buffer ETF March
BMAR
$224M
-601
Closed -$27.4K
BMAY icon
6594
Innovator US Equity Buffer ETF May
BMAY
$154M
-300
Closed -$11.9K
BOIL icon
6595
ProShares Ultra Bloomberg Natural Gas
BOIL
$129M
-500
Closed -$42.9K
BRFH icon
6596
Barfresh Food Group
BRFH
$49.3M
-18
Closed -$55
BRLT icon
6597
Brilliant Earth
BRLT
$41.3M
-25
Closed -$40
BSBK icon
6598
Bogota Financial
BSBK
$119M
-9
Closed -$69
BSJQ icon
6599
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.14B
-2,905
Closed -$67.4K
BSJR icon
6600
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$599M
-15,535
Closed -$348K