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
CLSD icon
4276
Clearside Biomedical
CLSD
$27.4M
$9K ﹤0.01%
5,000
-21,000
-81% -$37.8K
MJ icon
4277
Amplify Alternative Harvest ETF
MJ
$171M
$9K ﹤0.01%
+62
New +$9K
ORMP icon
4278
Oramed Pharmaceuticals
ORMP
$99.6M
$9K ﹤0.01%
+3,000
New +$9K
TTT icon
4279
ProShares UltraPro Short 20+ Year Treasury
TTT
$21.5M
$9K ﹤0.01%
319
+194
+155% +$5.47K
VET icon
4280
Vermilion Energy
VET
$1.14B
$9K ﹤0.01%
3,123
-780
-20% -$2.25K
KMF
4281
DELISTED
Kayne Anderson NextGen Energy & Infrastructure, Inc.
KMF
$9K ﹤0.01%
2,836
+1,384
+95% +$4.39K
CFRX
4282
DELISTED
ContraFect Corporation
CFRX
$9K ﹤0.01%
+19
New +$9K
FM
4283
DELISTED
iShares Frontier and Select EM ETF
FM
$9K ﹤0.01%
+400
New +$9K
ASHR icon
4284
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$2.37B
$8K ﹤0.01%
314
-35,201
-99% -$897K
CRNC icon
4285
Cerence
CRNC
$426M
$8K ﹤0.01%
530
+44
+9% +$664
FBRX icon
4286
Forte Biosciences
FBRX
$130M
$8K ﹤0.01%
18
-53
-75% -$23.6K
FENY icon
4287
Fidelity MSCI Energy Index ETF
FENY
$1.45B
$8K ﹤0.01%
+1,000
New +$8K
GLMD icon
4288
Galmed Pharmaceuticals
GLMD
$8.49M
$8K ﹤0.01%
13
-282
-96% -$174K
IAT icon
4289
iShares US Regional Banks ETF
IAT
$652M
$8K ﹤0.01%
+273
New +$8K
KMDA icon
4290
Kamada
KMDA
$403M
$8K ﹤0.01%
1,300
-7,261
-85% -$44.7K
PID icon
4291
Invesco International Dividend Achievers ETF
PID
$872M
$8K ﹤0.01%
700
-11,545
-94% -$132K
SIZE icon
4292
iShares MSCI USA Size Factor ETF
SIZE
$372M
$8K ﹤0.01%
+106
New +$8K
SKF icon
4293
ProShares UltraShort Financials
SKF
$9.89M
$8K ﹤0.01%
+25
New +$8K
UGP icon
4294
Ultrapar
UGP
$4.05B
$8K ﹤0.01%
3,346
VRN
4295
DELISTED
Veren
VRN
$8K ﹤0.01%
10,515
-63,285
-86% -$48.1K
RVLP
4296
DELISTED
RVL Pharmaceuticals plc Ordinary Shares
RVLP
$8K ﹤0.01%
2,534
-89
-3% -$281
CIH
4297
DELISTED
China Index Holdings Limited American Depository Shares
CIH
$8K ﹤0.01%
5,911
+5,891
+29,455% +$7.97K
PRTY
4298
DELISTED
Party City Holdco Inc.
PRTY
$8K ﹤0.01%
17,234
-223,500
-93% -$104K
RNET
4299
DELISTED
RigNet, Inc.
RNET
$8K ﹤0.01%
4,659
-15,240
-77% -$26.2K
SBE.U
4300
DELISTED
Switchback Energy Acquisition Corporation
SBE.U
$8K ﹤0.01%
+800
New +$8K