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
RSPG icon
4601
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$415M
$1K ﹤0.01%
+34
New +$1K
RSPN icon
4602
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$680M
$1K ﹤0.01%
+45
New +$1K
SCHV icon
4603
Schwab US Large-Cap Value ETF
SCHV
$13.4B
$1K ﹤0.01%
72
SIJ icon
4604
ProShares UltraShort Industrials
SIJ
$1.2M
$1K ﹤0.01%
+7
New +$1K
TMFC icon
4605
Motley Fool 100 Index ETF
TMFC
$1.67B
$1K ﹤0.01%
+49
New +$1K
TPST icon
4606
Tempest Therapeutics
TPST
$48.8M
$1K ﹤0.01%
1
TURN
4607
180 Degree Capital
TURN
$45.6M
$1K ﹤0.01%
167
UONEK icon
4608
Urban One Class D
UONEK
$41.8M
$1K ﹤0.01%
744
USAC icon
4609
USA Compression Partners
USAC
$2.85B
$1K ﹤0.01%
96
-1,837,500
-100% -$19.1M
VIXM icon
4610
ProShares VIX Mid-Term Futures ETF
VIXM
$41.1M
$1K ﹤0.01%
+23
New +$1K
YPF icon
4611
YPF
YPF
$10.6B
$1K ﹤0.01%
+49
New +$1K
ZDGE icon
4612
Zedge
ZDGE
$41.3M
$1K ﹤0.01%
208
-7
-3% -$34
AAMC
4613
DELISTED
Altisource Asset Mgmt Corp
AAMC
$1K ﹤0.01%
+37
New +$1K
CGRN
4614
DELISTED
Capstone Green Energy Corporation Common Stock
CGRN
$1K ﹤0.01%
155
+20
+15% +$129
ATCO
4615
DELISTED
Atlas Corp.
ATCO
$1K ﹤0.01%
129
-2,385
-95% -$18.5K
ALJJ
4616
DELISTED
ALJ Regional Holdings, Inc. Common Stock
ALJJ
$1K ﹤0.01%
509
LAIX
4617
DELISTED
LAIX Inc. American Depositary Shares, each representing fourteen Class A Ordinary Shares
LAIX
$1K ﹤0.01%
6
-1,330
-100% -$222K
NNA
4618
DELISTED
Navios Maritime Acquisition Corporation
NNA
$1K ﹤0.01%
+420
New +$1K
SQBG
4619
DELISTED
Sequential Brands Group, Inc.
SQBG
$1K ﹤0.01%
27
-3,578
-99% -$133K
RWW
4620
DELISTED
Invesco S&P Financials Revenue ETF
RWW
$1K ﹤0.01%
18
MOSC.WS
4621
DELISTED
Mosaic Acquisition Corp. Warrants, each exercisable for one Class A Common Stock at an exercise pric
MOSC.WS
0
SHOS
4622
DELISTED
Sears Hometown and Outlet Stores, Inc.
SHOS
$1K ﹤0.01%
543
NVLN
4623
DELISTED
Novelion Therapeutics Inc. Common Shares
NVLN
$1K ﹤0.01%
600
AMRWW
4624
DELISTED
Alta Mesa Resources, Inc. Warrant
AMRWW
0
-$5K
CO
4625
DELISTED
Global Cord Blood Corporation
CO
$1K ﹤0.01%
223
-620
-74% -$2.78K