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
-15.82%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$401B
AUM Growth
-$87.8B
Cap. Flow
+$11.3B
Cap. Flow %
2.81%
Top 10 Hldgs %
18.84%
Holding
5,040
New
250
Increased
2,266
Reduced
1,846
Closed
281

Sector Composition

1 Technology 15.74%
2 Healthcare 11.55%
3 Financials 11.4%
4 Consumer Discretionary 9.54%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
FNDA icon
4076
Schwab Fundamental US Small Company Index ETF
FNDA
$9.13B
$31K ﹤0.01%
2,360
-5,100
-68% -$67K
TBF icon
4077
ProShares Short 20+ Year Treasury ETF
TBF
$68.8M
$31K ﹤0.01%
2,000
SBOW
4078
DELISTED
SilverBow Resources, Inc.
SBOW
$31K ﹤0.01%
12,229
-3,249
-21% -$8.24K
CURO
4079
DELISTED
CURO Group Holdings Corp.
CURO
$31K ﹤0.01%
6,011
-90
-1% -$464
IIN
4080
DELISTED
IntriCon Corporation
IIN
$31K ﹤0.01%
2,644
-62
-2% -$727
GWGH
4081
DELISTED
GWG Holdings, Inc
GWGH
$31K ﹤0.01%
3,038
+769
+34% +$7.85K
ZAGG
4082
DELISTED
ZAGG Inc Common Stock (Delaware)
ZAGG
$31K ﹤0.01%
9,938
-9,673
-49% -$30.2K
CTRC
4083
DELISTED
Centric Brands Inc. Common Stock
CTRC
$31K ﹤0.01%
27,481
+5,593
+26% +$6.31K
FNDE icon
4084
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.65B
$30K ﹤0.01%
1,437
SOHU
4085
Sohu.com
SOHU
$481M
$30K ﹤0.01%
4,741
-220,952
-98% -$1.4M
TLPH icon
4086
Talphera
TLPH
$20.4M
$30K ﹤0.01%
1,252
-32
-2% -$767
USL icon
4087
United States 12 Month Oil Fund,
USL
$42.6M
$30K ﹤0.01%
+2,475
New +$30K
NTP
4088
DELISTED
Nam Tai Property Inc.
NTP
$30K ﹤0.01%
5,511
+3,859
+234% +$21K
AC
4089
DELISTED
Associated Capital Group
AC
$29K ﹤0.01%
936
+86
+10% +$2.67K
CLPR
4090
Clipper Realty
CLPR
$70.6M
$29K ﹤0.01%
5,559
+827
+17% +$4.31K
CRMD icon
4091
CorMedix
CRMD
$977M
$29K ﹤0.01%
8,165
-18,711
-70% -$66.5K
FSLY icon
4092
Fastly
FSLY
$1.16B
$29K ﹤0.01%
1,527
-13,596
-90% -$258K
RCEL icon
4093
Avita Medical
RCEL
$118M
$29K ﹤0.01%
+924
New +$29K
TMX
4094
DELISTED
Terminix Global Holdings, Inc.
TMX
$29K ﹤0.01%
1,091
-1,525,455
-100% -$40.5M
CEL
4095
DELISTED
Cellcom Israel, Ltd.
CEL
$29K ﹤0.01%
10,011
-39,088
-80% -$113K
CVNA icon
4096
Carvana
CVNA
$48.9B
$28K ﹤0.01%
505
+61
+14% +$3.38K
IX icon
4097
ORIX
IX
$30.2B
$28K ﹤0.01%
2,390
+865
+57% +$10.1K
PBE icon
4098
Invesco Biotechnology & Genome ETF
PBE
$228M
$28K ﹤0.01%
+612
New +$28K
ROM icon
4099
ProShares Ultra Technology
ROM
$816M
$28K ﹤0.01%
2,040
-1,664
-45% -$22.8K
WTPI
4100
WisdomTree Equity Premium Income Fund
WTPI
$301M
$28K ﹤0.01%
+1,250
New +$28K