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
+7.03%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$698B
AUM Growth
+$75.5B
Cap. Flow
+$37.5B
Cap. Flow %
5.37%
Top 10 Hldgs %
16.42%
Holding
5,606
New
543
Increased
2,701
Reduced
1,651
Closed
188

Sector Composition

1 Technology 16.81%
2 Financials 11.84%
3 Consumer Discretionary 10.87%
4 Healthcare 10.26%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PSTL
4476
Postal Realty Trust
PSTL
$393M
$95K ﹤0.01%
5,554
-3,957
-42% -$67.7K
TCDA
4477
DELISTED
Tricida, Inc. Common Stock
TCDA
$95K ﹤0.01%
18,135
+5,554
+44% +$29.1K
PSFE icon
4478
Paysafe
PSFE
$838M
$94K ﹤0.01%
+578
New +$94K
KPLTW icon
4479
Katapult Holdings, Inc. Warrant
KPLTW
$50.6K
0
LQDA icon
4480
Liquidia Corp
LQDA
$2.32B
$93K ﹤0.01%
34,776
+22,781
+190% +$60.9K
RAPT icon
4481
RAPT Therapeutics
RAPT
$255M
$93K ﹤0.01%
523
-1,065
-67% -$189K
ASAP
4482
DELISTED
Waitr Holdings Inc. Common Stock
ASAP
$93K ﹤0.01%
1,583
-270
-15% -$15.9K
PIPP.U
4483
DELISTED
Pine Island Acquisition Corp. Units, each consisting of one share of Class A common stock and one-third of one redeemable warrant
PIPP.U
$93K ﹤0.01%
+9,041
New +$93K
GXC icon
4484
SPDR S&P China ETF
GXC
$502M
$92K ﹤0.01%
700
SDS icon
4485
ProShares UltraShort S&P500
SDS
$468M
$92K ﹤0.01%
1,715
+1,029
+150% +$55.2K
AFT
4486
DELISTED
Apollo Senior Floating Rate Fund Inc.
AFT
$91K ﹤0.01%
6,126
CXAIW icon
4487
CXApp Inc. Warrant
CXAIW
$1.24M
0
SPXL icon
4488
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.81B
$90K ﹤0.01%
1,056
+38
+4% +$3.24K
VTVT icon
4489
vTv Therapeutics
VTVT
$52.8M
$90K ﹤0.01%
802
+142
+22% +$15.9K
BMA icon
4490
Banco Macro
BMA
$2.95B
$89K ﹤0.01%
6,661
-26,177
-80% -$350K
PCEF icon
4491
Invesco CEF Income Composite ETF
PCEF
$848M
$89K ﹤0.01%
3,826
+3
+0.1% +$70
ADMA icon
4492
ADMA Biologics
ADMA
$3.87B
$88K ﹤0.01%
50,456
+6,899
+16% +$12K
AGQ icon
4493
ProShares Ultra Silver
AGQ
$868M
$88K ﹤0.01%
2,135
+411
+24% +$16.9K
GORV icon
4494
Lazydays
GORV
$8.82M
$88K ﹤0.01%
165
+161
+4,025% +$85.9K
RWX icon
4495
SPDR Dow Jones International Real Estate ETF
RWX
$308M
$88K ﹤0.01%
2,561
-276
-10% -$9.48K
AIFU
4496
AIFU Inc. Class A Ordinary Share
AIFU
$85M
$88K ﹤0.01%
315
+154
+96% +$43K
ELUT icon
4497
Elutia
ELUT
$56.8M
$87K ﹤0.01%
6,339
+231
+4% +$3.17K
ASAQ
4498
DELISTED
Atlantic Avenue Acquisition Corp
ASAQ
$87K ﹤0.01%
+9,000
New +$87K
CO
4499
DELISTED
Global Cord Blood Corporation
CO
$87K ﹤0.01%
19,114
+16,006
+515% +$72.9K
PNRG icon
4500
PrimeEnergy Resources
PNRG
$271M
$86K ﹤0.01%
1,645
+76
+5% +$3.97K