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
CELP
4176
DELISTED
Cypress Environmental Partners, L.P.
CELP
$20K ﹤0.01%
+4,500
New +$20K
WBK
4177
DELISTED
Westpac Banking Corporation
WBK
$20K ﹤0.01%
1,902
+1,369
+257% +$14.4K
AL icon
4178
Air Lease Corp
AL
$7.1B
$19K ﹤0.01%
853
-170,005
-100% -$3.79M
COPX icon
4179
Global X Copper Miners ETF NEW
COPX
$2.23B
$19K ﹤0.01%
1,617
+1,314
+434% +$15.4K
EGY icon
4180
Vaalco Energy
EGY
$417M
$19K ﹤0.01%
20,752
-231,774
-92% -$212K
FXF icon
4181
Invesco CurrencyShares Swiss Franc Trust
FXF
$378M
$19K ﹤0.01%
+200
New +$19K
GTE icon
4182
Gran Tierra Energy
GTE
$139M
$19K ﹤0.01%
7,795
-14,427
-65% -$35.2K
HMC icon
4183
Honda
HMC
$44.3B
$19K ﹤0.01%
866
-97,826
-99% -$2.15M
MPX icon
4184
Marine Products Corp
MPX
$325M
$19K ﹤0.01%
2,369
-57
-2% -$457
RODM icon
4185
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.25B
$19K ﹤0.01%
+858
New +$19K
RRC icon
4186
Range Resources
RRC
$8.38B
$19K ﹤0.01%
8,276
-65,800
-89% -$151K
VGM icon
4187
Invesco Trust Investment Grade Municipals
VGM
$543M
$19K ﹤0.01%
1,600
LBJ
4188
DELISTED
Direxion Daily Latin America Bull 2X Shares
LBJ
$19K ﹤0.01%
550
+532
+2,956% +$18.4K
EFR
4189
Eaton Vance Senior Floating-Rate Fund
EFR
$343M
$18K ﹤0.01%
1,819
+398
+28% +$3.94K
ICMB icon
4190
Investcorp Credit Management BDC
ICMB
$42.1M
$18K ﹤0.01%
7,553
-151,050
-95% -$360K
MRKR icon
4191
Marker Therapeutics
MRKR
$12.6M
$18K ﹤0.01%
969
-21
-2% -$390
SWZ
4192
Swiss Helvetia Fund
SWZ
$79.5M
$18K ﹤0.01%
2,581
YELL
4193
DELISTED
Yellow Corporation Common Stock
YELL
$18K ﹤0.01%
10,655
-279
-3% -$471
CSBR icon
4194
Champions Oncology
CSBR
$89.1M
$17K ﹤0.01%
+2,253
New +$17K
DFJ icon
4195
WisdomTree Japan SmallCap Dividend Fund
DFJ
$332M
$17K ﹤0.01%
300
E icon
4196
ENI
E
$52.6B
$17K ﹤0.01%
827
+377
+84% +$7.75K
EDIV icon
4197
SPDR S&P Emerging Markets Dividend ETF
EDIV
$884M
$17K ﹤0.01%
755
-50,562
-99% -$1.14M
FAZ icon
4198
Direxion Daily Financial Bear 3x Shares
FAZ
$108M
$17K ﹤0.01%
55
+38
+224% +$11.7K
LEGH icon
4199
Legacy Housing
LEGH
$661M
$17K ﹤0.01%
1,851
-476
-20% -$4.37K
PROF
4200
Profound Medical
PROF
$119M
$17K ﹤0.01%
1,735
+100
+6% +$980