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
PZG icon
3526
Paramount Gold Nevada
PZG
$74.3M
$65K ﹤0.01%
+54,879
New +$65K
NAUH
3527
DELISTED
National American University Holdings, Inc.
NAUH
$65K ﹤0.01%
+17,389
New +$65K
ULTR
3528
DELISTED
ULTRAPETROL (BAHAMAS) LTD COM STK
ULTR
$65K ﹤0.01%
+22,725
New +$65K
ANAD
3529
DELISTED
ANADIGICS INC
ANAD
$64K ﹤0.01%
+28,990
New +$64K
WINT
3530
DELISTED
Windtree Therapeutics Inc
WINT
$63K ﹤0.01%
+2,967
New +$63K
VTSS
3531
DELISTED
VITESSE SEMICONDUCTOR CORPORATION COMMON STOCK
VTSS
$63K ﹤0.01%
+23,858
New +$63K
GERN icon
3532
Geron
GERN
$880M
$62K ﹤0.01%
+43,899
New +$62K
BCRX icon
3533
BioCryst Pharmaceuticals
BCRX
$1.74B
$61K ﹤0.01%
+39,595
New +$61K
BPZ
3534
DELISTED
BPZ RESOURCES INC COM STK
BPZ
$61K ﹤0.01%
+34,161
New +$61K
ALIM
3535
DELISTED
Alimera Sciences, Inc.
ALIM
$60K ﹤0.01%
+822
New +$60K
OCLR
3536
DELISTED
Oclaro Inc.
OCLR
$60K ﹤0.01%
+50,720
New +$60K
YGE
3537
DELISTED
Yingli Green Energy Holding Comp
YGE
$60K ﹤0.01%
+1,862
New +$60K
XIDE
3538
DELISTED
EXIDE TECHNOLOGIES NEW COM
XIDE
$59K ﹤0.01%
+461,219
New +$59K
EGIO
3539
DELISTED
Edgio, Inc. Common Stock
EGIO
$58K ﹤0.01%
+639
New +$58K
SAVA icon
3540
Cassava Sciences
SAVA
$104M
$56K ﹤0.01%
+3,592
New +$56K
XOMA icon
3541
Xoma
XOMA
$428M
$56K ﹤0.01%
+767
New +$56K
CRWN
3542
DELISTED
CROWN MEDIA HOLDINGS INC CL-A
CRWN
$56K ﹤0.01%
+22,509
New +$56K
FCEL icon
3543
FuelCell Energy
FCEL
$89.3M
$53K ﹤0.01%
+10
New +$53K
ACW
3544
DELISTED
Accuride Corp
ACW
$53K ﹤0.01%
+10,546
New +$53K
STCN
3545
DELISTED
Steel Connect, Inc. Common Stock
STCN
$52K ﹤0.01%
+1,746
New +$52K
CORT icon
3546
Corcept Therapeutics
CORT
$7.31B
$51K ﹤0.01%
+29,383
New +$51K
PRTS icon
3547
CarParts.com
PRTS
$60.7M
$51K ﹤0.01%
+43,989
New +$51K
UEC icon
3548
Uranium Energy
UEC
$5.01B
$51K ﹤0.01%
+28,686
New +$51K
STSI
3549
DELISTED
STAR SCIENTIFIC INC
STSI
$51K ﹤0.01%
+37,094
New +$51K
CPE
3550
DELISTED
Callon Petroleum Company
CPE
$50K ﹤0.01%
+1,470
New +$50K