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
BAK icon
3476
Braskem
BAK
$1.33B
$1.07M ﹤0.01%
50,838
+32,220
+173% +$680K
AEACU
3477
DELISTED
Authentic Equity Acquisition Corp. Unit
AEACU
$1.07M ﹤0.01%
106,675
-200,000
-65% -$2.01M
VLDR
3478
DELISTED
Velodyne Lidar, Inc. Common Stock
VLDR
$1.07M ﹤0.01%
230,203
-1,211
-0.5% -$5.62K
BACA
3479
DELISTED
Berenson Acquisition Corp. I
BACA
$1.07M ﹤0.01%
+110,098
New +$1.07M
RBAC
3480
DELISTED
RedBall Acquisition Corp.
RBAC
$1.06M ﹤0.01%
106,463
+9,321
+10% +$92.5K
BDTX icon
3481
Black Diamond Therapeutics
BDTX
$184M
$1.05M ﹤0.01%
197,595
-14,656
-7% -$78.2K
DAC icon
3482
Danaos Corp
DAC
$1.74B
$1.05M ﹤0.01%
14,072
AMWD icon
3483
American Woodmark
AMWD
$1.02B
$1.05M ﹤0.01%
16,096
-9,827
-38% -$640K
CRGY icon
3484
Crescent Energy
CRGY
$2.21B
$1.05M ﹤0.01%
+82,728
New +$1.05M
KLNE
3485
DELISTED
Direxion Daily Global Clean Energy Bull 2X Shares
KLNE
$1.05M ﹤0.01%
50,000
CATC
3486
DELISTED
CAMBRIDGE BANCORP
CATC
$1.05M ﹤0.01%
11,193
+63
+0.6% +$5.89K
TZPSU
3487
DELISTED
TZP Strategies Acquisition Corp. Unit
TZPSU
$1.05M ﹤0.01%
105,745
RMNI icon
3488
Rimini Street
RMNI
$419M
$1.04M ﹤0.01%
174,531
+41,554
+31% +$248K
BIOSU
3489
DELISTED
BioPlus Acquisition Corp. Unit
BIOSU
$1.04M ﹤0.01%
+103,675
New +$1.04M
FRWAU
3490
DELISTED
PWP Forward Acquisition Corp. I Units
FRWAU
$1.04M ﹤0.01%
105,192
MXCT icon
3491
MaxCyte
MXCT
$156M
$1.03M ﹤0.01%
101,239
+81,613
+416% +$832K
RDVY icon
3492
First Trust Rising Dividend Achievers ETF
RDVY
$16.6B
$1.03M ﹤0.01%
19,886
+2,544
+15% +$132K
SVM
3493
Silvercorp Metals
SVM
$1.15B
$1.03M ﹤0.01%
273,277
+62,393
+30% +$235K
SPYV icon
3494
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.4B
$1.03M ﹤0.01%
24,438
+3,864
+19% +$162K
ELP icon
3495
Copel
ELP
$7.12B
$1.03M ﹤0.01%
227,755
-1,026,626
-82% -$4.62M
FOR icon
3496
Forestar Group
FOR
$1.39B
$1.02M ﹤0.01%
46,922
+20,574
+78% +$448K
IAT icon
3497
iShares US Regional Banks ETF
IAT
$659M
$1.02M ﹤0.01%
16,449
+4,158
+34% +$257K
NOGN
3498
DELISTED
Nogin, Inc. Common Stock
NOGN
$1.02M ﹤0.01%
+5,155
New +$1.02M
SKLZ icon
3499
Skillz
SKLZ
$110M
$1.02M ﹤0.01%
6,820
-8,751
-56% -$1.3M
FREE
3500
DELISTED
Whole Earth Brands, Inc. Class A Common Stock
FREE
$1.01M ﹤0.01%
94,396
+34,966
+59% +$376K