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
+8.58%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$806B
AUM Growth
+$54.6B
Cap. Flow
-$1.63B
Cap. Flow %
-0.2%
Top 10 Hldgs %
18.23%
Holding
6,269
New
482
Increased
2,694
Reduced
1,975
Closed
332

Sector Composition

1 Technology 18.04%
2 Financials 11.12%
3 Healthcare 10.53%
4 Consumer Discretionary 10.3%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
RVP icon
4551
Retractable Technologies
RVP
$24.5M
$119K ﹤0.01%
17,182
+10,384
+153% +$71.9K
SRTY icon
4552
ProShares UltraPro Short Russell2000
SRTY
$79.9M
$119K ﹤0.01%
2,830
+847
+43% +$35.6K
CRDF icon
4553
Cardiff Oncology
CRDF
$136M
$118K ﹤0.01%
19,733
+277
+1% +$1.66K
PTNQ icon
4554
Pacer Trendpilot 100 ETF
PTNQ
$1.27B
$118K ﹤0.01%
+2,007
New +$118K
ENJY
4555
DELISTED
Enjoy Technology, Inc. Common Stock
ENJY
$118K ﹤0.01%
+25,503
New +$118K
ADX icon
4556
Adams Diversified Equity Fund
ADX
$2.65B
$117K ﹤0.01%
6,050
+779
+15% +$15.1K
HRZN icon
4557
Horizon Technology Finance
HRZN
$291M
$117K ﹤0.01%
7,380
+7,377
+245,900% +$117K
RWJ icon
4558
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.6B
$116K ﹤0.01%
2,829
-3
-0.1% -$123
HT
4559
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
$116K ﹤0.01%
12,690
+320
+3% +$2.93K
ASPU
4560
DELISTED
ASPEN GROUP, INC.
ASPU
$116K ﹤0.01%
49,242
-4,354
-8% -$10.3K
GXC icon
4561
SPDR S&P China ETF
GXC
$502M
$115K ﹤0.01%
1,112
+751
+208% +$77.7K
SCHV icon
4562
Schwab US Large-Cap Value ETF
SCHV
$13.5B
$115K ﹤0.01%
4,731
+777
+20% +$18.9K
CHMG icon
4563
Chemung Financial Corp
CHMG
$252M
$114K ﹤0.01%
2,494
-1,390
-36% -$63.5K
SCHE icon
4564
Schwab Emerging Markets Equity ETF
SCHE
$11.1B
$114K ﹤0.01%
3,846
-53
-1% -$1.57K
PRCT icon
4565
Procept Biorobotics
PRCT
$2.07B
$113K ﹤0.01%
+4,528
New +$113K
TBF icon
4566
ProShares Short 20+ Year Treasury ETF
TBF
$69.1M
$113K ﹤0.01%
7,062
-2,711
-28% -$43.4K
AURA icon
4567
Aura Biosciences
AURA
$384M
$112K ﹤0.01%
+6,595
New +$112K
CVRX icon
4568
CVRx
CVRX
$205M
$112K ﹤0.01%
9,137
+6,025
+194% +$73.9K
FMAO icon
4569
Farmers & Merchants Bancorp
FMAO
$357M
$112K ﹤0.01%
3,422
+3,413
+37,922% +$112K
ALR
4570
DELISTED
AlerisLife Inc. Common Stock
ALR
$112K ﹤0.01%
38,242
-2,708
-7% -$7.93K
AGQ icon
4571
ProShares Ultra Silver
AGQ
$897M
$111K ﹤0.01%
3,214
-49
-2% -$1.69K
EOLS icon
4572
Evolus
EOLS
$465M
$111K ﹤0.01%
17,113
+4,899
+40% +$31.8K
IMAB
4573
I-MAB
IMAB
$334M
$111K ﹤0.01%
2,350
-23,940
-91% -$1.13M
UONE icon
4574
Urban One Class A
UONE
$63.1M
$111K ﹤0.01%
23,914
-4,790
-17% -$22.2K
LIDR icon
4575
AEye
LIDR
$107M
$110K ﹤0.01%
764
+731
+2,215% +$105K