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
+3.25%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$412B
AUM Growth
+$12B
Cap. Flow
-$1.95B
Cap. Flow %
-0.47%
Top 10 Hldgs %
19.34%
Holding
4,815
New
303
Increased
1,708
Reduced
1,943
Closed
413

Sector Composition

1 Financials 15.51%
2 Technology 12.21%
3 Healthcare 9.97%
4 Consumer Discretionary 8.99%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GGE
4051
DELISTED
Green Giant Inc. Common Stock
GGE
$1K ﹤0.01%
+400
New +$1K
BPTH
4052
DELISTED
Bio-Path Holdings Inc
BPTH
-15
Closed -$49K
CGRN
4053
DELISTED
Capstone Green Energy Corporation Common Stock
CGRN
$1K ﹤0.01%
135
AMRS
4054
DELISTED
Amyris Inc.
AMRS
$1K ﹤0.01%
+334
New +$1K
AMPE
4055
DELISTED
Ampio Pharmaceuticals Inc.
AMPE
$1K ﹤0.01%
+6
New +$1K
XOG
4056
DELISTED
Extraction Oil & Gas, Inc. Common Stock
XOG
$1K ﹤0.01%
100
-82,662
-100% -$827K
JAX
4057
DELISTED
J. Alexander's Holdings, Inc.
JAX
$1K ﹤0.01%
41
JMEI
4058
DELISTED
Jumei International Holding Limited American depositary shares, each representing ten Class A ordina
JMEI
$1K ﹤0.01%
58
-380
-87% -$6.55K
CHKR
4059
DELISTED
CHESAPEAKE GRANITE WASH TRUST
CHKR
$1K ﹤0.01%
250
ARQL
4060
DELISTED
Arqule Inc
ARQL
$1K ﹤0.01%
523
FCSC
4061
DELISTED
Fibrocell Science Inc.
FCSC
$1K ﹤0.01%
+40
New +$1K
SHOS
4062
DELISTED
Sears Hometown and Outlet Stores, Inc.
SHOS
$1K ﹤0.01%
543
-7,021
-93% -$12.9K
AMID
4063
DELISTED
American Midstream Partners, LP
AMID
$1K ﹤0.01%
55
ONCS
4064
DELISTED
OncoSec Medical Incorporated
ONCS
$1K ﹤0.01%
3
BTX.WS
4065
DELISTED
BioTime Inc Warrants (Expiring October 1, 2018)
BTX.WS
0
-$2K
ELON
4066
DELISTED
Echelon Corp
ELON
$1K ﹤0.01%
136
CHUBA
4067
DELISTED
CommerceHub, Inc. Series A Common Stock
CHUBA
$1K ﹤0.01%
46
-70
-60% -$1.52K
CFNB
4068
DELISTED
California First National Banc
CFNB
$1K ﹤0.01%
57
-1,470
-96% -$25.8K
TVIA
4069
DELISTED
TerraVia Holdings, Inc. Common Stock
TVIA
$1K ﹤0.01%
4,320
-51,871
-92% -$12K
TAT
4070
DELISTED
TransAtlantic Petroleum LTD.
TAT
$1K ﹤0.01%
+800
New +$1K
KGJI
4071
DELISTED
Kingold Jewelry Inc.
KGJI
$1K ﹤0.01%
+150
New +$1K
ATTU
4072
DELISTED
Attunity Ltd
ATTU
$1K ﹤0.01%
200
-1,406
-88% -$7.03K
ARLZ
4073
DELISTED
Aralez Pharmaceuticals Inc.
ARLZ
$1K ﹤0.01%
408
OREX
4074
DELISTED
Orexigen Therapeutics, Inc.
OREX
$1K ﹤0.01%
500
HNH
4075
DELISTED
Handy & Harman Holdings Ltd.
HNH
$1K ﹤0.01%
43
-1,777
-98% -$41.3K