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
NETI
4426
DELISTED
Eneti Inc.
NETI
-11,275
Closed -$964K
AENZ
4427
DELISTED
Aenza S.A.A. American Depositary Shares (each representing fifteen (15) Common Shares)
AENZ
-3,146
Closed -$29K
USDP
4428
DELISTED
USD PARTNERS LP
USDP
-720
Closed -$9K
CCF
4429
DELISTED
Chase Corporation
CCF
-5,087
Closed -$485K
AAON icon
4430
Aaon
AAON
$6.58B
-42,347
Closed -$998K
ACIU icon
4431
AC Immune
ACIU
$225M
-1,136
Closed -$12K
ACNB icon
4432
ACNB Corp
ACNB
$471M
-3,559
Closed -$103K
AKBA icon
4433
Akebia Therapeutics
AKBA
$785M
-12,650
Closed -$117K
ALCO icon
4434
Alico
ALCO
$257M
-2,066
Closed -$55K
ALDX icon
4435
Aldeyra Therapeutics
ALDX
$330M
-1,100
Closed -$6K
ALRM icon
4436
Alarm.com
ALRM
$2.83B
-118,927
Closed -$3.66M
ALT icon
4437
Altimmune
ALT
$323M
-129
Closed -$31K
ANTE
4438
AirNet Technology Inc. Ordinary Share
ANTE
$597M
-22
Closed -$1K
AP icon
4439
Ampco-Pittsburgh
AP
$56.7M
-5,838
Closed -$82K
ARCT icon
4440
Arcturus Therapeutics
ARCT
$484M
-757
Closed -$6K
ARDX icon
4441
Ardelyx
ARDX
$1.58B
-320,400
Closed -$4.05M
ASPS icon
4442
Altisource Portfolio Solutions
ASPS
$126M
-987
Closed -$291K
ATLO icon
4443
AMES National
ATLO
$179M
-5,654
Closed -$173K
ATRO icon
4444
Astronics
ATRO
$1.34B
-8,664
Closed -$239K
AUDC icon
4445
AudioCodes
AUDC
$273M
-4,900
Closed -$34K
AVAL icon
4446
Grupo Aval
AVAL
$3.89B
-11,400
Closed -$93K
AVXL icon
4447
Anavex Life Sciences
AVXL
$806M
-18,261
Closed -$105K
AXDX
4448
DELISTED
Accelerate Diagnostics
AXDX
-1,279
Closed -$309K
AXGN icon
4449
Axogen
AXGN
$721M
-18,023
Closed -$188K
BBAR icon
4450
BBVA Argentina
BBAR
$2.52B
-357
Closed -$7K