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
DES icon
3651
WisdomTree US SmallCap Dividend Fund
DES
$1.9B
$784K ﹤0.01%
23,851
-3,692
-13% -$121K
LOTZ
3652
DELISTED
CarLotz, Inc. Class A Common Stock
LOTZ
$784K ﹤0.01%
345,543
+89
+0% +$202
AMWL icon
3653
American Well
AMWL
$106M
$783K ﹤0.01%
6,488
-19,368
-75% -$2.34M
LDP icon
3654
Cohen & Steers Duration Preferred & Income Fund
LDP
$633M
$783K ﹤0.01%
29,551
+843
+3% +$22.3K
MORF
3655
DELISTED
Morphic Holding, Inc. Common Stock
MORF
$783K ﹤0.01%
16,523
-11,534
-41% -$547K
BJRI icon
3656
BJ's Restaurants
BJRI
$687M
$776K ﹤0.01%
22,466
-651
-3% -$22.5K
COPX icon
3657
Global X Copper Miners ETF NEW
COPX
$2.37B
$775K ﹤0.01%
20,984
+2,803
+15% +$104K
LGVCU
3658
DELISTED
LAMF Global Ventures Corp. I Unit
LGVCU
$775K ﹤0.01%
+77,180
New +$775K
IRMD icon
3659
iRadimed
IRMD
$911M
$774K ﹤0.01%
16,776
+7,417
+79% +$342K
TR icon
3660
Tootsie Roll Industries
TR
$2.99B
$774K ﹤0.01%
24,062
-16,699
-41% -$537K
BCLI
3661
DELISTED
BRAINSTORM CELL THERAPUTC
BCLI
$773K ﹤0.01%
12,878
-16,835
-57% -$1.01M
LOKM
3662
DELISTED
Live Oak Mobility Acquisition Corp.
LOKM
$773K ﹤0.01%
+79,107
New +$773K
BALY icon
3663
Bally's
BALY
$491M
$772K ﹤0.01%
20,272
+756
+4% +$28.8K
AGS
3664
DELISTED
PlayAGS
AGS
$769K ﹤0.01%
113,276
+31,917
+39% +$217K
VFMO icon
3665
Vanguard US Momentum Factor ETF
VFMO
$1.18B
$769K ﹤0.01%
+5,772
New +$769K
RADA
3666
DELISTED
Rada Electronic Industries Ltd
RADA
$769K ﹤0.01%
81,596
-28,922
-26% -$273K
SQQQ icon
3667
ProShares UltraPro Short QQQ
SQQQ
$2.15B
$765K ﹤0.01%
5,154
-2,887
-36% -$429K
LOCC.U
3668
DELISTED
Live Oak Crestview Climate Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-third of one warrant
LOCC.U
$765K ﹤0.01%
75,000
MEOH icon
3669
Methanex
MEOH
$3.08B
$759K ﹤0.01%
19,186
+18,861
+5,803% +$746K
SLQT icon
3670
SelectQuote
SLQT
$359M
$758K ﹤0.01%
83,692
-22,222
-21% -$201K
OFLX icon
3671
Omega Flex
OFLX
$346M
$756K ﹤0.01%
5,953
-1,623
-21% -$206K
WTBA icon
3672
West Bancorporation
WTBA
$344M
$756K ﹤0.01%
24,315
+758
+3% +$23.6K
UFCS icon
3673
United Fire Group
UFCS
$811M
$755K ﹤0.01%
32,582
+8,282
+34% +$192K
YINN icon
3674
Direxion Daily FTSE China Bull 3X Shares
YINN
$1.14B
$750K ﹤0.01%
4,500
+2,300
+105% +$383K
LOPX
3675
DELISTED
Direxion Low Priced Stock ETF
LOPX
$748K ﹤0.01%
98,483
-20,878
-17% -$159K