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
IPAS
3401
DELISTED
Ipass Inc Common Stock
IPAS
$138K ﹤0.01%
+7,319
New +$138K
DSCI
3402
DELISTED
Derma Sciences, Inc. Common Stock (DE)
DSCI
$138K ﹤0.01%
+10,332
New +$138K
HOME
3403
DELISTED
HOME FED BANCORP INC COM STK NEW (MD)
HOME
$136K ﹤0.01%
+10,693
New +$136K
DALN icon
3404
DallasNews
DALN
$79.2M
$135K ﹤0.01%
+4,920
New +$135K
CUTR
3405
DELISTED
Cutera, Inc.
CUTR
$135K ﹤0.01%
+15,287
New +$135K
FUBC
3406
DELISTED
1ST UNITED BANCORP, INC. (FL) COMMON STOCK
FUBC
$134K ﹤0.01%
+19,895
New +$134K
SBCF icon
3407
Seacoast Banking Corp of Florida
SBCF
$2.73B
$131K ﹤0.01%
+11,831
New +$131K
VTNC
3408
DELISTED
VITRAN CORPORATION
VTNC
$131K ﹤0.01%
+20,000
New +$131K
TNK icon
3409
Teekay Tankers
TNK
$1.84B
$129K ﹤0.01%
+6,115
New +$129K
PCO
3410
DELISTED
Pendrell Corporation - Class A
PCO
$129K ﹤0.01%
+50
New +$129K
CPSS icon
3411
Consumer Portfolio Services
CPSS
$172M
$128K ﹤0.01%
+17,451
New +$128K
PMF
3412
DELISTED
PIMCO Municipal Income Fund
PMF
$128K ﹤0.01%
+10,000
New +$128K
MNTG
3413
DELISTED
M T R GAMING GROUP INC
MNTG
$128K ﹤0.01%
+38,041
New +$128K
GAIN icon
3414
Gladstone Investment Corp
GAIN
$543M
$127K ﹤0.01%
+17,271
New +$127K
SNBC
3415
DELISTED
Sun Bancorp Inc
SNBC
$127K ﹤0.01%
+7,506
New +$127K
EOX
3416
DELISTED
EMERALD OIL INC (MT)
EOX
$127K ﹤0.01%
+919
New +$127K
ATRC icon
3417
AtriCure
ATRC
$1.79B
$126K ﹤0.01%
+13,297
New +$126K
STRR
3418
Star Equity Holdings, Inc. Common Stock
STRR
$33M
$126K ﹤0.01%
+5,070
New +$126K
KTCC icon
3419
Key Tronic
KTCC
$34.5M
$126K ﹤0.01%
+12,212
New +$126K
MCBC
3420
DELISTED
Macatawa Bank Corp
MCBC
$126K ﹤0.01%
+24,953
New +$126K
IBCA
3421
DELISTED
INTERVEST BANCSHARES CORP COM
IBCA
$125K ﹤0.01%
+18,773
New +$125K
EGLE
3422
DELISTED
Eagle Bulk Shipping Inc.
EGLE
$125K ﹤0.01%
+14
New +$125K
CETV
3423
DELISTED
Central European Media Enterprises Ltd
CETV
$124K ﹤0.01%
+37,449
New +$124K
CBNJ
3424
DELISTED
CAPE BANCORP, INC COM
CBNJ
$124K ﹤0.01%
+13,103
New +$124K
RING icon
3425
iShares MSCI Global Gold Miners ETF
RING
$2.06B
$123K ﹤0.01%
+6,166
New +$123K