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 8.35%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SGDM icon
4351
Sprott Gold Miners ETF
SGDM
$519M
-4,470
Closed -$90K
SIL icon
4352
Global X Silver Miners ETF NEW
SIL
$2.93B
-47
Closed -$2K
SITE icon
4353
SiteOne Landscape Supply
SITE
$6.83B
-16,867
Closed -$817K
SLS icon
4354
SELLAS Life Sciences
SLS
$201M
-14
Closed -$13K
SLVP icon
4355
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$419M
-61
Closed -$1K
SMLV icon
4356
SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV
$206M
-1,317
Closed -$121K
SND icon
4357
Smart Sand
SND
$75.9M
-7,160
Closed -$116K
SNGX icon
4358
Soligenix
SNGX
$9.43M
0
SOCL icon
4359
Global X Social Media ETF
SOCL
$150M
-745
Closed -$18K
SPFF icon
4360
Global X SuperIncome Preferred ETF
SPFF
$135M
-941
Closed -$12K
SPWH icon
4361
Sportsman's Warehouse
SPWH
$130M
-19,039
Closed -$91K
SSSS icon
4362
SuRo Capital
SSSS
$207M
-357
Closed -$1K
STAA icon
4363
STAAR Surgical
STAA
$1.39B
-28,257
Closed -$277K
STRS icon
4364
Stratus Properties
STRS
$155M
$0 ﹤0.01%
10
-1,808
-99%
STRT icon
4365
STRATTEC Security
STRT
$277M
-4,328
Closed -$120K
TCI icon
4366
Transcontinental Realty Investors
TCI
$407M
$0 ﹤0.01%
+16
New
TGLS icon
4367
Tecnoglass
TGLS
$3.42B
-10,595
Closed -$115K
THD icon
4368
iShares MSCI Thailand ETF
THD
$234M
-1,201
Closed -$94K
THM
4369
International Tower Hill Mines
THM
$293M
$0 ﹤0.01%
500
THR icon
4370
Thermon Group Holdings
THR
$842M
-22,992
Closed -$479K
TNDM icon
4371
Tandem Diabetes Care
TNDM
$853M
-1,370
Closed -$16K
TNXP icon
4372
Tonix Pharmaceuticals
TNXP
$229M
0
TOVX icon
4373
Theriva Biologics
TOVX
$3.84M
-7
Closed -$38K
TPB icon
4374
Turning Point Brands
TPB
$1.82B
-8,013
Closed -$125K
TPST icon
4375
Tempest Therapeutics
TPST
$48.4M
0