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
-0.07%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$752B
AUM Growth
-$26.6B
Cap. Flow
-$22.8B
Cap. Flow %
-3.03%
Top 10 Hldgs %
17.35%
Holding
6,053
New
374
Increased
1,780
Reduced
2,883
Closed
331

Top Sells

1
AAPL icon
Apple
AAPL
+$2.34B
2
AMZN icon
Amazon
AMZN
+$1.76B
3
CI icon
Cigna
CI
+$1.06B
4
MS icon
Morgan Stanley
MS
+$1.05B
5
MSFT icon
Microsoft
MSFT
+$1.05B

Sector Composition

1 Technology 16.69%
2 Financials 11.81%
3 Healthcare 10.26%
4 Consumer Discretionary 10%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
HT
4451
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
$115K ﹤0.01%
12,370
-29
-0.2% -$270
TMDI
4452
DELISTED
Titan Medical Inc. Ordinary Shares
TMDI
$115K ﹤0.01%
75,900
-1,400
-2% -$2.12K
ATLO icon
4453
AMES National
ATLO
$182M
$114K ﹤0.01%
4,898
-4,481
-48% -$104K
PSQ icon
4454
ProShares Short QQQ
PSQ
$536M
$114K ﹤0.01%
1,865
+207
+12% +$12.7K
USL icon
4455
United States 12 Month Oil Fund,
USL
$42.8M
$114K ﹤0.01%
4,208
-4,845
-54% -$131K
XNTK icon
4456
SPDR NYSE Technology ETF
XNTK
$1.33B
$114K ﹤0.01%
731
FTHM icon
4457
Fathom Holdings
FTHM
$79.4M
$113K ﹤0.01%
4,224
-2,688
-39% -$71.9K
EPIX icon
4458
ESSA Pharma
EPIX
$9.6M
$112K ﹤0.01%
13,993
+12,417
+788% +$99.4K
BASE icon
4459
Couchbase
BASE
$1.35B
$111K ﹤0.01%
+3,565
New +$111K
RWJ icon
4460
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.6B
$111K ﹤0.01%
2,832
-300
-10% -$11.8K
RWX icon
4461
SPDR Dow Jones International Real Estate ETF
RWX
$308M
$111K ﹤0.01%
3,120
+9
+0.3% +$320
SH icon
4462
ProShares Short S&P500
SH
$1.22B
$111K ﹤0.01%
1,825
+63
+4% +$3.83K
NMTR
4463
DELISTED
9 Meters Biopharma, Inc. Common Stock
NMTR
$111K ﹤0.01%
4,295
-2,682
-38% -$69.3K
JBIO
4464
Jade Biosciences, Inc. Common Stock
JBIO
$251M
$110K ﹤0.01%
+150
New +$110K
FURY
4465
Fury Gold Mines
FURY
$118M
$110K ﹤0.01%
178,195
+6,138
+4% +$3.79K
UDN icon
4466
Invesco DB US Dollar Index Bearish Fund
UDN
$147M
$110K ﹤0.01%
5,350
+1,000
+23% +$20.6K
INFI
4467
DELISTED
Infinity Pharmaceuticals, Inc.
INFI
$110K ﹤0.01%
32,380
-1,226
-4% -$4.17K
MILE
4468
DELISTED
Metromile, Inc. Common Stock
MILE
$110K ﹤0.01%
31,214
-15,030
-33% -$53K
ACIU icon
4469
AC Immune
ACIU
$244M
$109K ﹤0.01%
16,131
+12,690
+369% +$85.7K
ATLC icon
4470
Atlanticus Holdings
ATLC
$1.09B
$109K ﹤0.01%
2,048
-4
-0.2% -$213
BH icon
4471
Biglari Holdings Class B
BH
$943M
$109K ﹤0.01%
635
-573
-47% -$98.4K
SDS icon
4472
ProShares UltraShort S&P500
SDS
$468M
$109K ﹤0.01%
2,468
+345
+16% +$15.2K
FRBK
4473
DELISTED
Republic First Bancorp Inc
FRBK
$109K ﹤0.01%
35,380
-44,544
-56% -$137K
FTEC icon
4474
Fidelity MSCI Information Technology Index ETF
FTEC
$15.5B
$107K ﹤0.01%
903
+471
+109% +$55.8K
COLO
4475
Global X MSCI Colombia ETF
COLO
$101M
$107K ﹤0.01%
3,662
-3,243
-47% -$94.8K