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
+8.58%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$806B
AUM Growth
+$54.6B
Cap. Flow
-$1.63B
Cap. Flow %
-0.2%
Top 10 Hldgs %
18.23%
Holding
6,269
New
482
Increased
2,694
Reduced
1,975
Closed
332

Sector Composition

1 Technology 18.04%
2 Financials 11.12%
3 Healthcare 10.53%
4 Consumer Discretionary 10.3%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
MVST icon
3276
Microvast
MVST
$1.09B
$1.46M ﹤0.01%
257,841
+257,824
+1,516,612% +$1.46M
ACRO
3277
DELISTED
Acropolis Infrastructure Acquisition Corp.
ACRO
$1.46M ﹤0.01%
+150,000
New +$1.46M
FSSI
3278
DELISTED
Fortistar Sustainable Solutions Corp. Class A Common Stock
FSSI
$1.46M ﹤0.01%
150,000
DSKE
3279
DELISTED
Daseke, Inc. Common Stock
DSKE
$1.46M ﹤0.01%
145,038
+129,325
+823% +$1.3M
USPH icon
3280
US Physical Therapy
USPH
$1.2B
$1.45M ﹤0.01%
15,206
+3,387
+29% +$324K
DLTH icon
3281
Duluth Holdings
DLTH
$153M
$1.45M ﹤0.01%
95,621
-7,975
-8% -$121K
MNM
3282
DELISTED
Direxion Daily Metal Miners Bull 2X Shares
MNM
$1.45M ﹤0.01%
+50,000
New +$1.45M
GSAT icon
3283
Globalstar
GSAT
$4.34B
$1.45M ﹤0.01%
83,280
+37,561
+82% +$654K
JMOM icon
3284
JPMorgan US Momentum Factor ETF
JMOM
$1.65B
$1.45M ﹤0.01%
30,000
BIOX icon
3285
Bioceres Crop Solutions
BIOX
$109M
$1.45M ﹤0.01%
102,325
-14,575
-12% -$206K
VDC icon
3286
Vanguard Consumer Staples ETF
VDC
$7.52B
$1.45M ﹤0.01%
7,228
+5,192
+255% +$1.04M
TUP
3287
DELISTED
Tupperware Brands Corporation
TUP
$1.45M ﹤0.01%
94,632
-2,045
-2% -$31.2K
COCH icon
3288
Envoy Medical
COCH
$28.4M
$1.44M ﹤0.01%
147,513
+24,399
+20% +$238K
OTLY
3289
Oatly Group
OTLY
$528M
$1.44M ﹤0.01%
9,038
-293,937
-97% -$46.8M
LABP
3290
DELISTED
Landos Biopharma, Inc. Common Stock
LABP
$1.44M ﹤0.01%
29,962
-1,037
-3% -$49.8K
CPAAU
3291
DELISTED
Conyers Park III Acquisition Corp. Unit
CPAAU
$1.44M ﹤0.01%
142,302
-47,698
-25% -$481K
SMMU icon
3292
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$958M
$1.44M ﹤0.01%
28,009
+574
+2% +$29.4K
IPI icon
3293
Intrepid Potash
IPI
$381M
$1.43M ﹤0.01%
33,540
+17,733
+112% +$758K
CHUY
3294
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
$1.43M ﹤0.01%
47,565
-77,388
-62% -$2.33M
CENX icon
3295
Century Aluminum
CENX
$2.46B
$1.43M ﹤0.01%
86,488
-63,261
-42% -$1.05M
FSEC icon
3296
Fidelity Investment Grade Securitized ETF
FSEC
$4.17B
$1.43M ﹤0.01%
28,926
VVNT
3297
DELISTED
Vivint Smart Home, Inc. Class A Common Stock
VVNT
$1.43M ﹤0.01%
146,056
-95,907
-40% -$937K
HLX icon
3298
Helix Energy Solutions
HLX
$930M
$1.43M ﹤0.01%
456,860
+68,758
+18% +$214K
AKUS
3299
DELISTED
Akouos, Inc. Common Stock
AKUS
$1.42M ﹤0.01%
166,860
-94,416
-36% -$802K
PRTS icon
3300
CarParts.com
PRTS
$41.9M
$1.42M ﹤0.01%
126,349
-10,418
-8% -$117K