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
-11.92%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$400B
AUM Growth
-$82.2B
Cap. Flow
-$15.2B
Cap. Flow %
-3.79%
Top 10 Hldgs %
17.01%
Holding
5,210
New
306
Increased
2,220
Reduced
2,028
Closed
221

Sector Composition

1 Financials 13.46%
2 Technology 12.55%
3 Healthcare 11.88%
4 Consumer Discretionary 8.9%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
UYM icon
4551
ProShares Ultra Materials
UYM
$34.6M
$3K ﹤0.01%
+292
New +$3K
DAY icon
4552
Dayforce
DAY
$10.9B
$3K ﹤0.01%
97
-62
-39% -$1.92K
AMBR
4553
Amber International Holding Limited American Depositary Shares
AMBR
$401M
$3K ﹤0.01%
+86
New +$3K
AUMN
4554
DELISTED
Golden Minerals Company
AUMN
$3K ﹤0.01%
603
CTK
4555
DELISTED
CooTek (Cayman) Inc. American Depositary Shares, each representing 650 Class A Ordinary Shares
CTK
$3K ﹤0.01%
+27
New +$3K
WINS
4556
DELISTED
Wins Finance Holdings Inc. Ordinary Shares (Cayman Islands)
WINS
$3K ﹤0.01%
133
SAEX
4557
DELISTED
SAExploration Holdings, Inc.
SAEX
$3K ﹤0.01%
1,456
+1,220
+517% +$2.51K
CNACW
4558
DELISTED
Constellation Alpha Capital Corp. Warrant
CNACW
0
-$2K
NAVB
4559
DELISTED
Navidea Biopharmaceuticals Inc.
NAVB
$3K ﹤0.01%
1,300
+250
+24% +$577
GPM
4560
DELISTED
Guggenheim Enhanced Equity Income Fund
GPM
$3K ﹤0.01%
+498
New +$3K
BCX icon
4561
BlackRock Resources & Commodities Strategy Trust
BCX
$787M
$2K ﹤0.01%
+250
New +$2K
BZUN
4562
Baozun
BZUN
$223M
$2K ﹤0.01%
67
-2
-3% -$60
DRD
4563
DRDGold
DRD
$1.87B
$2K ﹤0.01%
+974
New +$2K
EDRY icon
4564
EuroDry
EDRY
$31.7M
$2K ﹤0.01%
+208
New +$2K
EFAS icon
4565
Global X MSCI SuperDividend EAFE ETF
EFAS
$31.2M
$2K ﹤0.01%
+150
New +$2K
EWD icon
4566
iShares MSCI Sweden ETF
EWD
$326M
$2K ﹤0.01%
+72
New +$2K
FREL icon
4567
Fidelity MSCI Real Estate Index ETF
FREL
$1.05B
$2K ﹤0.01%
75
-105
-58% -$2.8K
GRX
4568
Gabelli Healthcare & Wellness Trust
GRX
$147M
$2K ﹤0.01%
225
HDG icon
4569
ProShares Hedge Replication ETF
HDG
$24.2M
$2K ﹤0.01%
45
IMUX icon
4570
Immunic
IMUX
$84.6M
$2K ﹤0.01%
270
+94
+53% +$696
INSE icon
4571
Inspired Entertainment
INSE
$250M
$2K ﹤0.01%
442
-17
-4% -$77
JHX icon
4572
James Hardie Industries plc
JHX
$11.3B
$2K ﹤0.01%
225
-302
-57% -$2.68K
NNVC icon
4573
NanoViricides
NNVC
$23.5M
$2K ﹤0.01%
+506
New +$2K
PXI icon
4574
Invesco Dorsey Wright Energy Momentum ETF
PXI
$41.8M
$2K ﹤0.01%
86
SPGP icon
4575
Invesco S&P 500 GARP ETF
SPGP
$2.75B
$2K ﹤0.01%
+40
New +$2K