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
-15.82%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$401B
AUM Growth
-$87.8B
Cap. Flow
+$11.3B
Cap. Flow %
2.81%
Top 10 Hldgs %
18.84%
Holding
5,040
New
250
Increased
2,266
Reduced
1,846
Closed
281

Sector Composition

1 Technology 15.74%
2 Healthcare 11.55%
3 Financials 11.4%
4 Consumer Discretionary 9.54%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
WHLR
4651
Wheeler Real Estate Investment Trust
WHLR
$4M
0
WIT icon
4652
Wipro
WIT
$28.8B
-12,814
Closed -$24K
WWR icon
4653
Westwater Resources
WWR
$61.8M
$0 ﹤0.01%
+11
New
XNTK icon
4654
SPDR NYSE Technology ETF
XNTK
$1.28B
0
ZSL icon
4655
ProShares UltraShort Silver
ZSL
$19.6M
-3
Closed -$1K
QSIG
4656
WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
$44.2M
0
ORKA
4657
Oruka Therapeutics, Inc. Common Stock
ORKA
$592M
-807
Closed -$55K
TBCH
4658
Turtle Beach Corporation Common Stock
TBCH
$299M
-2,700
Closed -$26K
VIVS
4659
VivoSim Labs, Inc. Common Stock
VIVS
$6.47M
$0 ﹤0.01%
3
SILV
4660
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
-106,680
Closed -$733K
USAP
4661
DELISTED
Universal Stainless & Alloy
USAP
-5,417
Closed -$81K
PMD
4662
DELISTED
Psychemedics Corporation
PMD
-980
Closed -$9K
TDW.WS
4663
DELISTED
Tidewater Inc.
TDW.WS
0
SEEL
4664
DELISTED
Seelos Therapeutics, Inc. Common Stock
SEEL
0
VTNR
4665
DELISTED
Vertex Energy, Inc
VTNR
$0 ﹤0.01%
1
HEWG
4666
DELISTED
iShares Currency Hedged MSCI Germany ETF
HEWG
-1,349,977
Closed -$39.1M
TRVN
4667
DELISTED
Trevena, Inc.
TRVN
0
NBSE
4668
DELISTED
NeuBase Therapeutics, Inc. Common Stock
NBSE
-687
Closed -$99K
CSML
4669
DELISTED
IndexIQ ETF Trust IQ U.S. Small Cap ETF
CSML
-2,173
Closed -$59K
CBD
4670
DELISTED
Companhia Brasileira de Distribuicao
CBD
-97,926
Closed -$2.14M
MTBL
4671
DELISTED
Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares)
MTBL
$0 ﹤0.01%
60
-7
-10%
NGE
4672
DELISTED
Global X MSCI Nigeria ETF
NGE
$0 ﹤0.01%
23
BFX
4673
DELISTED
BowFlex Inc.
BFX
-562,488
Closed -$984K
BPTH
4674
DELISTED
Bio-Path Holdings Inc
BPTH
0
JT
4675
DELISTED
Jianpu Technology Inc. American Depositary Shares, each representing twenty Class A Ordinary Shares
JT
-2,866
Closed -$34K