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
+11.29%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$979B
AUM Growth
+$122B
Cap. Flow
+$26.9B
Cap. Flow %
2.75%
Top 10 Hldgs %
20.99%
Holding
6,985
New
460
Increased
3,284
Reduced
2,043
Closed
468

Sector Composition

1 Technology 21.83%
2 Healthcare 10.29%
3 Financials 9.88%
4 Consumer Discretionary 9.44%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SCLX icon
3401
Scilex Holding
SCLX
$176M
$889K ﹤0.01%
12,454
IRMD icon
3402
iRadimed
IRMD
$927M
$888K ﹤0.01%
18,713
-1,101
-6% -$52.3K
ROBO icon
3403
ROBO Global Robotics & Automation Index ETF
ROBO
$1.16B
$888K ﹤0.01%
15,496
+15,429
+23,028% +$884K
AIRR icon
3404
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.41B
$881K ﹤0.01%
15,224
+7,180
+89% +$415K
EGY icon
3405
Vaalco Energy
EGY
$447M
$879K ﹤0.01%
195,678
+84,282
+76% +$378K
KRNY icon
3406
Kearny Financial
KRNY
$418M
$877K ﹤0.01%
97,764
-16,995
-15% -$152K
NPKI
3407
NPK International Inc.
NPKI
$929M
$875K ﹤0.01%
131,804
+10,595
+9% +$70.4K
OPI
3408
Office Properties Income Trust
OPI
$31.5M
$875K ﹤0.01%
119,479
-286,861
-71% -$2.1M
PDS
3409
Precision Drilling
PDS
$761M
$874K ﹤0.01%
16,107
-28,787
-64% -$1.56M
EELV icon
3410
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$407M
$871K ﹤0.01%
36,247
-12,376
-25% -$298K
VNDA icon
3411
Vanda Pharmaceuticals
VNDA
$266M
$869K ﹤0.01%
206,031
-21,234
-9% -$89.6K
FEX icon
3412
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.38B
$869K ﹤0.01%
9,640
+7,092
+278% +$639K
PX icon
3413
P10
PX
$1.33B
$867K ﹤0.01%
84,841
+55,418
+188% +$566K
IDU icon
3414
iShares US Utilities ETF
IDU
$1.59B
$865K ﹤0.01%
10,816
+5,434
+101% +$434K
HOV icon
3415
Hovnanian Enterprises
HOV
$867M
$863K ﹤0.01%
5,547
-1,660
-23% -$258K
PICK icon
3416
iShares MSCI Global Metals & Mining Producers ETF
PICK
$817M
$863K ﹤0.01%
20,042
+1,019
+5% +$43.9K
MEOH icon
3417
Methanex
MEOH
$3.05B
$862K ﹤0.01%
18,206
+9,663
+113% +$458K
EE icon
3418
Excelerate Energy
EE
$782M
$861K ﹤0.01%
55,720
+19,783
+55% +$306K
QQQE icon
3419
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.23B
$861K ﹤0.01%
+10,176
New +$861K
BATRA icon
3420
Atlanta Braves Holdings Series A
BATRA
$2.86B
$858K ﹤0.01%
20,067
+4,595
+30% +$197K
WTMF icon
3421
WisdomTree Managed Futures Strategy Fund
WTMF
$170M
$858K ﹤0.01%
24,463
-2,031
-8% -$71.2K
CLBK icon
3422
Columbia Financial
CLBK
$1.66B
$856K ﹤0.01%
44,405
+8,202
+23% +$158K
SIL icon
3423
Global X Silver Miners ETF NEW
SIL
$3.11B
$855K ﹤0.01%
30,142
-48,792
-62% -$1.38M
MFIC icon
3424
MidCap Financial Investment
MFIC
$1.14B
$854K ﹤0.01%
62,412
+62,392
+311,960% +$854K
GUNR icon
3425
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.08B
$852K ﹤0.01%
20,817
+11,468
+123% +$470K