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
+2.63%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$299B
AUM Growth
Cap. Flow
+$296B
Cap. Flow %
99.16%
Top 10 Hldgs %
15.7%
Holding
3,851
New
3,588
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.66%
2 Healthcare 10.44%
3 Technology 9.97%
4 Energy 9.44%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
YOKU
3226
DELISTED
YOUKU TUDOU INC.(CAYMAN ISLS)
YOKU
$274K ﹤0.01%
+14,259
New +$274K
ACCL
3227
DELISTED
ACCELRYS INC
ACCL
$274K ﹤0.01%
+32,597
New +$274K
HGT
3228
DELISTED
Hugoton Royalty Trust
HGT
$273K ﹤0.01%
+31,654
New +$273K
YELL
3229
DELISTED
Yellow Corporation Common Stock
YELL
$273K ﹤0.01%
+9,505
New +$273K
SJT
3230
San Juan Basin Royalty Trust
SJT
$272M
$272K ﹤0.01%
+17,000
New +$272K
SOXX icon
3231
iShares Semiconductor ETF
SOXX
$13.8B
$271K ﹤0.01%
+12,831
New +$271K
ANV
3232
DELISTED
ALLIED NEVADA GOLD CORP
ANV
$271K ﹤0.01%
+41,873
New +$271K
ANGI icon
3233
Angi Inc
ANGI
$766M
$270K ﹤0.01%
+1,018
New +$270K
EGBN icon
3234
Eagle Bancorp
EGBN
$593M
$267K ﹤0.01%
+11,924
New +$267K
GAL icon
3235
SPDR SSGA Global Allocation ETF
GAL
$267M
$267K ﹤0.01%
+8,541
New +$267K
RSYS
3236
DELISTED
Radisys Corp
RSYS
$267K ﹤0.01%
+55,344
New +$267K
RNWK
3237
DELISTED
RealNetworks Inc
RNWK
$267K ﹤0.01%
+35,302
New +$267K
ELP icon
3238
Copel
ELP
$6.81B
$266K ﹤0.01%
+53,470
New +$266K
PLKI
3239
DELISTED
Popeyes Louisiana Kitchen, Inc.
PLKI
$266K ﹤0.01%
+7,409
New +$266K
PACR
3240
DELISTED
PACER INTL INC TENN
PACR
$266K ﹤0.01%
+42,226
New +$266K
TAHO
3241
DELISTED
Tahoe Resources Inc
TAHO
$265K ﹤0.01%
+18,750
New +$265K
LAYN
3242
DELISTED
Layne Christensen Co
LAYN
$265K ﹤0.01%
+13,579
New +$265K
AH
3243
DELISTED
ACCRETIVE HEALTH, INC COMMON STOCK
AH
$265K ﹤0.01%
+24,511
New +$265K
BCS.PRD.CL
3244
DELISTED
Barclays Bank Plc
BCS.PRD.CL
$263K ﹤0.01%
+10,410
New +$263K
BCH icon
3245
Banco de Chile
BCH
$15.2B
$261K ﹤0.01%
+10,101
New +$261K
EWQ icon
3246
iShares MSCI France ETF
EWQ
$387M
$261K ﹤0.01%
+11,229
New +$261K
PSLV icon
3247
Sprott Physical Silver Trust
PSLV
$7.75B
$261K ﹤0.01%
+33,866
New +$261K
DGL
3248
DELISTED
Invesco DB Gold Fund
DGL
$260K ﹤0.01%
+6,231
New +$260K
GIL icon
3249
Gildan
GIL
$8.03B
$259K ﹤0.01%
+12,760
New +$259K
SIMG
3250
DELISTED
SILICON IMAGE INC
SIMG
$259K ﹤0.01%
+44,324
New +$259K