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
SDIV icon
4426
Global X SuperDividend ETF
SDIV
$957M
$1K ﹤0.01%
33
-733
-96% -$22.2K
SMDD icon
4427
ProShares UltraPro Short MidCap400
SMDD
$2.39M
$1K ﹤0.01%
+1
New +$1K
SPYD icon
4428
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.4B
$1K ﹤0.01%
34
-932
-96% -$27.4K
SSG icon
4429
ProShares UltraShort Semiconductors
SSG
$6.74M
0
-$2K
TURN
4430
180 Degree Capital
TURN
$46M
$1K ﹤0.01%
167
PIXY
4431
DELISTED
ShiftPixy, Inc. Common Stock
PIXY
0
GRIN
4432
DELISTED
Grindrod Shipping Holdings Ltd. Ordinary Shares
GRIN
$1K ﹤0.01%
261
-1,099
-81% -$4.21K
ERF
4433
DELISTED
Enerplus Corporation
ERF
$1K ﹤0.01%
705
-6,681
-90% -$9.48K
SOLO
4434
DELISTED
Electrameccanica Vehicles Corp. Ltd.
SOLO
$1K ﹤0.01%
+815
New +$1K
VST.WS.A
4435
DELISTED
Vistra Corp.Warrants to purchase Common Stock (Expiring February 2, 2024)
VST.WS.A
0
-$3K
SHI
4436
DELISTED
Sinopec Shanghai Petrochemical Co., Ltd.
SHI
$1K ﹤0.01%
+54
New +$1K
CCRC
4437
DELISTED
China Customer Relations Centers, Inc
CCRC
$1K ﹤0.01%
+282
New +$1K
TCCO
4438
DELISTED
Technical Communications Corporation
TCCO
$1K ﹤0.01%
+662
New +$1K
VVNT.WS
4439
DELISTED
Vivint Smart Home, Inc. Warrants, each exercisable for one Class A Common Stock at an exercise price
VVNT.WS
0
TRQ
4440
DELISTED
Turquoise Hill Resources Ltd
TRQ
$1K ﹤0.01%
277
CCH.U
4441
DELISTED
Collier Creek Holdings Units, each consisting of one Class A ordinary share, $0.0001 par value, and
CCH.U
$1K ﹤0.01%
+100
New +$1K
FPAC.U
4442
DELISTED
Far Point Acquisition Corporation Units, each consisting of one share of Class A common stock, $0.00
FPAC.U
$1K ﹤0.01%
+102
New +$1K
ROSE
4443
DELISTED
Rosehill Resources Inc. Class A
ROSE
$1K ﹤0.01%
3,379
-81
-2% -$24
NAVB
4444
DELISTED
Navidea Biopharmaceuticals Inc.
NAVB
$1K ﹤0.01%
1,300
-5,955
-82% -$4.58K
DWT
4445
DELISTED
VelocityShares 3x Inverse Crude Oil ETNs linked to the S&P GSCI Crude Oil Index ER
DWT
$1K ﹤0.01%
+100
New +$1K
MGI
4446
DELISTED
MoneyGram International, Inc. New
MGI
-1,134,570
Closed -$2.38M
BSMX
4447
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
-171
Closed -$1K
AGFS
4448
DELISTED
AgroFresh Solutions, Inc. Common Stock
AGFS
-36,537
Closed -$94K
ASPU
4449
DELISTED
ASPEN GROUP, INC.
ASPU
-13,950
Closed -$112K
OBSV
4450
DELISTED
ObsEva SA Ordinary Shares
OBSV
-44,463
Closed -$170K