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
+7.03%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$698B
AUM Growth
+$75.5B
Cap. Flow
+$37.5B
Cap. Flow %
5.37%
Top 10 Hldgs %
16.42%
Holding
5,606
New
543
Increased
2,701
Reduced
1,651
Closed
188

Sector Composition

1 Technology 16.81%
2 Financials 11.84%
3 Consumer Discretionary 10.87%
4 Healthcare 10.26%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
VAPO
4326
DELISTED
Vapotherm, Inc. Common Stock
VAPO
$178K ﹤0.01%
923
-166
-15% -$32K
ELVN icon
4327
Enliven Therapeutics
ELVN
$1.14B
$177K ﹤0.01%
5,253
+124
+2% +$4.18K
PKW icon
4328
Invesco BuyBack Achievers ETF
PKW
$1.49B
$177K ﹤0.01%
2,100
-2,533
-55% -$213K
GNLN icon
4329
Greenlane Holdings
GNLN
$4.85M
0
-$19K
LNSR icon
4330
LENSAR
LNSR
$145M
$174K ﹤0.01%
23,947
+1,151
+5% +$8.36K
NEXT icon
4331
NextDecade
NEXT
$2.01B
$174K ﹤0.01%
65,010
+4,498
+7% +$12K
BF.A icon
4332
Brown-Forman Class A
BF.A
$13.2B
$173K ﹤0.01%
2,705
+2,112
+356% +$135K
SCPS
4333
DELISTED
Scopus BioPharma Inc. Common Stock
SCPS
$173K ﹤0.01%
+20,527
New +$173K
GERN icon
4334
Geron
GERN
$842M
$171K ﹤0.01%
108,370
-19,472
-15% -$30.7K
SVXY icon
4335
ProShares Short VIX Short-Term Futures ETF
SVXY
$254M
$171K ﹤0.01%
7,262
-9,184
-56% -$216K
EWL icon
4336
iShares MSCI Switzerland ETF
EWL
$1.34B
$170K ﹤0.01%
3,849
-107,845
-97% -$4.76M
OGIG icon
4337
ALPS O'Shares Global Internet Giants ETF
OGIG
$164M
$169K ﹤0.01%
+3,242
New +$169K
XONE
4338
DELISTED
The ExOne Company
XONE
$169K ﹤0.01%
5,392
-409
-7% -$12.8K
BXC icon
4339
BlueLinx
BXC
$628M
$168K ﹤0.01%
4,291
+4,182
+3,837% +$164K
HMY icon
4340
Harmony Gold Mining
HMY
$9.54B
$168K ﹤0.01%
38,610
-26
-0.1% -$113
ATOM icon
4341
Atomera
ATOM
$103M
$167K ﹤0.01%
6,821
-862
-11% -$21.1K
BDSX icon
4342
Biodesix
BDSX
$60.6M
$167K ﹤0.01%
8,253
+230
+3% +$4.65K
LEE icon
4343
Lee Enterprises
LEE
$27.3M
$167K ﹤0.01%
6,546
+1,025
+19% +$26.2K
UDOW icon
4344
ProShares UltraPro Dow 30
UDOW
$742M
$167K ﹤0.01%
+2,604
New +$167K
IXP icon
4345
iShares Global Comm Services ETF
IXP
$620M
$166K ﹤0.01%
2,068
-11,383
-85% -$914K
ATAXZ
4346
DELISTED
AMERICA FIRST TAX EXEMT INV LP
ATAXZ
$166K ﹤0.01%
+30,000
New +$166K
SOHU
4347
Sohu.com
SOHU
$474M
$164K ﹤0.01%
10,379
-19,562
-65% -$309K
AGEN
4348
Agenus
AGEN
$154M
$162K ﹤0.01%
3,034
-527
-15% -$28.1K
ATER icon
4349
Aterian
ATER
$9.5M
$162K ﹤0.01%
+457
New +$162K
AXDX
4350
DELISTED
Accelerate Diagnostics
AXDX
$162K ﹤0.01%
1,954
+536
+38% +$44.4K