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
RVLT
3451
DELISTED
Revolution Lighting Technologies, Inc. - Class A
RVLT
$108K ﹤0.01%
+2,688
New +$108K
CTIC
3452
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
$106K ﹤0.01%
+10,057
New +$106K
HTCH
3453
DELISTED
HUTCHINSON TECHNOLOGY INC
HTCH
$106K ﹤0.01%
+22,593
New +$106K
IMMU
3454
DELISTED
Immunomedics Inc
IMMU
$104K ﹤0.01%
+19,158
New +$104K
SLTM
3455
DELISTED
SOLTA MED INC (DE)
SLTM
$104K ﹤0.01%
+45,616
New +$104K
ELON
3456
DELISTED
Echelon Corp
ELON
$103K ﹤0.01%
+4,892
New +$103K
GPT
3457
DELISTED
Gramercy Property Trust
GPT
$102K ﹤0.01%
+7,560
New +$102K
RVM
3458
DELISTED
REVETT MINING COMPANY COMMON SHARES (DELAWARE)
RVM
$102K ﹤0.01%
+158,216
New +$102K
KEM
3459
DELISTED
KEMET Corporation
KEM
$102K ﹤0.01%
+24,704
New +$102K
AEG icon
3460
Aegon
AEG
$11.8B
$101K ﹤0.01%
+21,990
New +$101K
MPG
3461
DELISTED
MPG OFFICE TRUST, INC COM
MPG
$101K ﹤0.01%
+32,148
New +$101K
MTBL
3462
DELISTED
Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares)
MTBL
$99K ﹤0.01%
+22,119
New +$99K
ADY
3463
DELISTED
FEIHE INTERNATIONAL INC (UT)
ADY
$99K ﹤0.01%
+13,456
New +$99K
NEON icon
3464
Neonode
NEON
$85.8M
$96K ﹤0.01%
+1,620
New +$96K
LLEN
3465
DELISTED
L & L ENERGY INC COM STK (NV)
LLEN
$96K ﹤0.01%
+26,987
New +$96K
AUMN
3466
DELISTED
Golden Minerals Company
AUMN
$95K ﹤0.01%
+2,799
New +$95K
FRM
3467
DELISTED
FURMANITE CORPORATION COM
FRM
$95K ﹤0.01%
+14,275
New +$95K
MAXY
3468
DELISTED
MAXYGEN INC
MAXY
$95K ﹤0.01%
+38,314
New +$95K
CDXS icon
3469
Codexis
CDXS
$218M
$94K ﹤0.01%
+42,454
New +$94K
CPIX icon
3470
Cumberland Pharmaceuticals
CPIX
$49.5M
$94K ﹤0.01%
+18,455
New +$94K
PMFG
3471
DELISTED
PMFG INC COM STK (DE)
PMFG
$94K ﹤0.01%
+13,622
New +$94K
MITK icon
3472
Mitek Systems
MITK
$448M
$93K ﹤0.01%
+16,144
New +$93K
SPDC
3473
DELISTED
SPEED COMMERCE, INC COM STK
SPDC
$93K ﹤0.01%
+33,741
New +$93K
BLDR icon
3474
Builders FirstSource
BLDR
$16.5B
$92K ﹤0.01%
+15,480
New +$92K
GYRE icon
3475
Gyre Therapeutics
GYRE
$698M
$92K ﹤0.01%
+27
New +$92K