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
-0.07%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$752B
AUM Growth
-$26.6B
Cap. Flow
-$22.8B
Cap. Flow %
-3.03%
Top 10 Hldgs %
17.35%
Holding
6,053
New
374
Increased
1,780
Reduced
2,883
Closed
331

Top Sells

1
AAPL icon
Apple
AAPL
+$2.34B
2
AMZN icon
Amazon
AMZN
+$1.76B
3
CI icon
Cigna
CI
+$1.06B
4
MS icon
Morgan Stanley
MS
+$1.05B
5
MSFT icon
Microsoft
MSFT
+$1.05B

Sector Composition

1 Technology 16.69%
2 Financials 11.81%
3 Healthcare 10.26%
4 Consumer Discretionary 10%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SPGM icon
3351
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.24B
$1.15M ﹤0.01%
+21,037
New +$1.15M
ANIP icon
3352
ANI Pharmaceuticals
ANIP
$2.07B
$1.15M ﹤0.01%
35,028
-19,841
-36% -$651K
IEO icon
3353
iShares US Oil & Gas Exploration & Production ETF
IEO
$469M
$1.15M ﹤0.01%
19,757
-9,420
-32% -$547K
BLND icon
3354
Blend Labs
BLND
$1.1B
$1.15M ﹤0.01%
+85,047
New +$1.15M
CYH icon
3355
Community Health Systems
CYH
$413M
$1.15M ﹤0.01%
97,912
-12,713
-11% -$149K
GSAT icon
3356
Globalstar
GSAT
$4.34B
$1.15M ﹤0.01%
45,719
+9,755
+27% +$244K
NDLS icon
3357
Noodles & Co
NDLS
$30.7M
$1.14M ﹤0.01%
96,921
+6,327
+7% +$74.7K
EXI icon
3358
iShares Global Industrials ETF
EXI
$1.03B
$1.14M ﹤0.01%
9,721
+1,753
+22% +$206K
PCOR icon
3359
Procore
PCOR
$10.9B
$1.14M ﹤0.01%
+12,731
New +$1.14M
PRK icon
3360
Park National Corp
PRK
$2.66B
$1.14M ﹤0.01%
9,329
-15,690
-63% -$1.91M
BEST
3361
DELISTED
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
$1.14M ﹤0.01%
34,043
+274
+0.8% +$9.15K
SPPI
3362
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
$1.14M ﹤0.01%
521,016
-39,204
-7% -$85.5K
ETWO
3363
DELISTED
E2open Parent Holdings
ETWO
$1.14M ﹤0.01%
100,419
+3,282
+3% +$37.1K
IYK icon
3364
iShares US Consumer Staples ETF
IYK
$1.31B
$1.13M ﹤0.01%
18,933
+501
+3% +$30K
COMT icon
3365
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$655M
$1.13M ﹤0.01%
31,591
+4,158
+15% +$149K
PRLB icon
3366
Protolabs
PRLB
$1.18B
$1.13M ﹤0.01%
16,966
-4,910
-22% -$327K
CTEV
3367
Claritev Corporation
CTEV
$920M
$1.13M ﹤0.01%
4,994
-1,940
-28% -$437K
CGBD icon
3368
Carlyle Secured Lending
CGBD
$971M
$1.12M ﹤0.01%
83,698
+10,915
+15% +$146K
HEZU icon
3369
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$676M
$1.12M ﹤0.01%
31,158
+322
+1% +$11.6K
ESPO icon
3370
VanEck Video Gaming and eSports ETF
ESPO
$495M
$1.12M ﹤0.01%
17,237
-2,009
-10% -$131K
LMRK
3371
DELISTED
Landmark Infrastructure Partners LP Common Units
LMRK
$1.12M ﹤0.01%
68,411
+63,411
+1,268% +$1.04M
PAM icon
3372
Pampa Energía
PAM
$3.27B
$1.12M ﹤0.01%
63,922
+59,897
+1,488% +$1.05M
OCFT
3373
OneConnect Financial Technology
OCFT
$279M
$1.12M ﹤0.01%
27,219
+1,617
+6% +$66.3K
LOPX
3374
DELISTED
Direxion Low Priced Stock ETF
LOPX
$1.12M ﹤0.01%
+119,361
New +$1.12M
KLNE
3375
DELISTED
Direxion Daily Global Clean Energy Bull 2X Shares
KLNE
$1.11M ﹤0.01%
+50,000
New +$1.11M