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
CHAU icon
4476
Direxion Daily CSI 300 China A Share Bull 2X Shares
CHAU
$164M
$106K ﹤0.01%
+2,799
New +$106K
RVSB icon
4477
Riverview Bancorp
RVSB
$102M
$106K ﹤0.01%
14,606
-11,522
-44% -$83.6K
DV icon
4478
DoubleVerify
DV
$2.13B
$105K ﹤0.01%
3,072
-39,203
-93% -$1.34M
SCOR icon
4479
Comscore
SCOR
$34.1M
$105K ﹤0.01%
1,348
-3,731
-73% -$291K
TMF icon
4480
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
$5.54B
$105K ﹤0.01%
398
+386
+3,217% +$102K
XBIT icon
4481
XBiotech
XBIT
$83.8M
$105K ﹤0.01%
8,117
-6,222
-43% -$80.5K
ASAQ
4482
DELISTED
Atlantic Avenue Acquisition Corp
ASAQ
$105K ﹤0.01%
10,750
CTAC.WS
4483
DELISTED
Cerberus Telecom Acquisition Corp. Warrants included as part of the Units, each whole warrant exerci
CTAC.WS
0
-$131K
ADX icon
4484
Adams Diversified Equity Fund
ADX
$2.65B
$104K ﹤0.01%
5,271
AGQ icon
4485
ProShares Ultra Silver
AGQ
$897M
$104K ﹤0.01%
3,263
+430
+15% +$13.7K
EVCM icon
4486
EverCommerce
EVCM
$2.15B
$104K ﹤0.01%
+6,368
New +$104K
EWP icon
4487
iShares MSCI Spain ETF
EWP
$1.4B
$104K ﹤0.01%
3,840
+1,551
+68% +$42K
NATH icon
4488
Nathan's Famous
NATH
$441M
$104K ﹤0.01%
1,704
-1,689
-50% -$103K
TBHC
4489
The Brand House Collective, Inc. Common Stock
TBHC
$53.2M
$103K ﹤0.01%
5,389
-130
-2% -$2.49K
LBRDA icon
4490
Liberty Broadband Class A
LBRDA
$8.65B
$103K ﹤0.01%
613
-7,246
-92% -$1.22M
QQQJ icon
4491
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$685M
$103K ﹤0.01%
+3,116
New +$103K
SSSS icon
4492
SuRo Capital
SSSS
$221M
$103K ﹤0.01%
8,021
+7,101
+772% +$91.2K
PAMT
4493
PAMT CORP Common Stock
PAMT
$258M
$103K ﹤0.01%
4,588
-5,688
-55% -$128K
GRIN
4494
DELISTED
Grindrod Shipping Holdings Ltd. Ordinary Shares
GRIN
$103K ﹤0.01%
6,711
+6,304
+1,549% +$96.8K
PRTK
4495
DELISTED
Paratek Pharmaceuticals, Inc.
PRTK
$103K ﹤0.01%
21,337
+1,480
+7% +$7.14K
RXDX
4496
DELISTED
Prometheus Biosciences, Inc. Common Stock
RXDX
$103K ﹤0.01%
4,346
-2,476
-36% -$58.7K
ATCX
4497
DELISTED
Atlas Technical Consultants, Inc. Class A Common Stock
ATCX
$103K ﹤0.01%
10,091
+4,922
+95% +$50.2K
PWPPW
4498
DELISTED
Perella Weinberg Partners Warrant
PWPPW
0
-$6K
LENZ
4499
LENZ Therapeutics
LENZ
$1.18B
$102K ﹤0.01%
+889
New +$102K
SDOG icon
4500
ALPS Sector Dividend Dogs ETF
SDOG
$1.24B
$101K ﹤0.01%
1,982
+1,966
+12,288% +$100K