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
+6.25%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$483B
AUM Growth
+$32.3B
Cap. Flow
+$4.8B
Cap. Flow %
0.99%
Top 10 Hldgs %
18.96%
Holding
5,059
New
215
Increased
2,312
Reduced
1,909
Closed
161

Sector Composition

1 Financials 14.03%
2 Technology 13.34%
3 Healthcare 11.07%
4 Consumer Discretionary 8.93%
5 Industrials 8.09%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
MJCO
4451
DELISTED
Majesco
MJCO
$10K ﹤0.01%
1,299
+86
+7% +$662
SHI
4452
DELISTED
Sinopec Shanghai Petrochemical Co., Ltd.
SHI
$10K ﹤0.01%
155
-255
-62% -$16.5K
DVD
4453
DELISTED
Dover Motorsports
DVD
$10K ﹤0.01%
4,563
+1,183
+35% +$2.59K
ASRV icon
4454
AmeriServ Financial
ASRV
$46.7M
$9K ﹤0.01%
2,056
+386
+23% +$1.69K
EGO icon
4455
Eldorado Gold
EGO
$5.45B
$9K ﹤0.01%
1,999
KRMA icon
4456
Global X Conscious Companies ETF
KRMA
$684M
$9K ﹤0.01%
400
NWG icon
4457
NatWest
NWG
$57.6B
$9K ﹤0.01%
1,326
+11
+0.8% +$75
RXI icon
4458
iShares Global Consumer Discretionary ETF
RXI
$270M
$9K ﹤0.01%
75
SPXS icon
4459
Direxion Daily S&P 500 Bear 3x Shares
SPXS
$432M
$9K ﹤0.01%
+40
New +$9K
VIRC icon
4460
Virco
VIRC
$127M
$9K ﹤0.01%
1,889
+440
+30% +$2.1K
SCX
4461
DELISTED
The L.S. Starrett Company
SCX
$9K ﹤0.01%
1,526
+467
+44% +$2.75K
LEVL
4462
DELISTED
Level One Bancorp, Inc. Common Stock
LEVL
$9K ﹤0.01%
323
-43
-12% -$1.2K
CCRC
4463
DELISTED
China Customer Relations Centers, Inc
CCRC
$9K ﹤0.01%
661
-492
-43% -$6.7K
FELP
4464
DELISTED
Foresight Energy LP
FELP
$9K ﹤0.01%
2,230
-3,734
-63% -$15.1K
SHLD
4465
DELISTED
Sears Holding Corporation
SHLD
$9K ﹤0.01%
9,415
+1,161
+14% +$1.11K
ARL icon
4466
American Realty Investors
ARL
$263M
$8K ﹤0.01%
479
-129
-21% -$2.15K
BJK icon
4467
VanEck Gaming ETF
BJK
$27.6M
$8K ﹤0.01%
194
CMCT
4468
Creative Media & Community Trust
CMCT
$5.4M
$8K ﹤0.01%
1
CRD.A icon
4469
Crawford & Co Class A
CRD.A
$513M
$8K ﹤0.01%
834
-19,304
-96% -$185K
EWA icon
4470
iShares MSCI Australia ETF
EWA
$1.54B
$8K ﹤0.01%
345
+165
+92% +$3.83K
EXK
4471
Endeavour Silver
EXK
$1.71B
$8K ﹤0.01%
3,405
-211,564
-98% -$497K
HEQ
4472
John Hancock Hedged Equity & Income Fund
HEQ
$131M
$8K ﹤0.01%
+500
New +$8K
JHX icon
4473
James Hardie Industries plc
JHX
$11.5B
$8K ﹤0.01%
527
NVMI icon
4474
Nova
NVMI
$8.25B
$8K ﹤0.01%
+301
New +$8K
SH icon
4475
ProShares Short S&P500
SH
$1.23B
$8K ﹤0.01%
+78
New +$8K