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
CPHI icon
6576
China Pharma Holdings
CPHI
$4.7M
-1,308
Closed -$7.92K
CRESY
6577
Cresud
CRESY
$590M
-91
Closed -$863
CXDO icon
6578
Crexendo
CXDO
$196M
-15
Closed -$73
DCTH icon
6579
Delcath Systems
DCTH
$388M
-320
Closed -$1.33K
DECT icon
6580
AllianzIM U.S. Large Cap Buffer10 Dec ETF
DECT
$109M
-460
Closed -$13.2K
DECZ icon
6581
TrueShares Structured Outcome December ETF
DECZ
$61.6M
-89
Closed -$2.84K
DINT icon
6582
Davis Select International ETF
DINT
$242M
-45
Closed -$834
DIVO icon
6583
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.02B
-24,528
Closed -$897K
DJUN icon
6584
FT Vest US Equity Deep Buffer ETF June
DJUN
$280M
-221
Closed -$8.4K
DMAC icon
6585
DiaMedica Therapeutics
DMAC
$278M
-564
Closed -$1.6K
DMO
6586
Western Asset Mortgage Opportunity Fund
DMO
$136M
-2,627
Closed -$29.3K
DOGZ icon
6587
Dogness International Corp
DOGZ
$157M
-150
Closed -$792
DRIV icon
6588
Global X Autonomous & Electric Vehicles ETF
DRIV
$333M
-9,347
Closed -$231K
DSM
6589
BNY Mellon Strategic Municipal Bond Fund
DSM
$280M
-81
Closed -$463
DURA icon
6590
VanEck Durable High Dividend ETF
DURA
$44.1M
0
EBIZ icon
6591
Global X E-commerce ETF
EBIZ
$66.7M
$0 ﹤0.01%
1
-545
-100%
EBON icon
6592
Ebang International Holdings
EBON
$25.8M
-548
Closed -$8.38K
ECF
6593
Ellsworth Growth & Income Fund
ECF
$149M
-1,079
Closed -$8.72K
ECON icon
6594
Columbia Emerging Markets Consumer ETF
ECON
$218M
-50
Closed -$1.04K
EEMX icon
6595
SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
$81.8M
-10,649
Closed -$328K
EFR
6596
Eaton Vance Senior Floating-Rate Fund
EFR
$344M
-19,479
Closed -$247K
EFT
6597
Eaton Vance Floating-Rate Income Trust
EFT
$321M
-21,248
Closed -$267K
EIM
6598
Eaton Vance Municipal Bond Fund
EIM
$530M
-459
Closed -$4.65K
ELQD
6599
DELISTED
iShares ESG Advanced Investment Grade Corporate Bond ETF
ELQD
-274
Closed -$22.8K
EMF
6600
Templeton Emerging Markets Fund
EMF
$229M
-2,583
Closed -$30.2K