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
+7.03%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$698B
AUM Growth
+$75.5B
Cap. Flow
+$37.5B
Cap. Flow %
5.37%
Top 10 Hldgs %
16.42%
Holding
5,606
New
543
Increased
2,701
Reduced
1,651
Closed
188

Sector Composition

1 Technology 16.81%
2 Financials 11.84%
3 Consumer Discretionary 10.87%
4 Healthcare 10.26%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PTRA
4676
DELISTED
Proterra Inc. Common Stock
PTRA
$36K ﹤0.01%
+2,000
New +$36K
PACX
4677
DELISTED
Pioneer Merger Corp. Class A Ordinary Share
PACX
$36K ﹤0.01%
+3,700
New +$36K
RNWK
4678
DELISTED
RealNetworks Inc
RNWK
$36K ﹤0.01%
+8,538
New +$36K
CLOU icon
4679
Global X Cloud Computing ETF
CLOU
$306M
$35K ﹤0.01%
1,368
+1,148
+522% +$29.4K
CRDF icon
4680
Cardiff Oncology
CRDF
$136M
$35K ﹤0.01%
3,735
+1,734
+87% +$16.2K
DBO icon
4681
Invesco DB Oil Fund
DBO
$232M
$35K ﹤0.01%
3,307
-968
-23% -$10.2K
SPXU icon
4682
ProShares UltraPro Short S&P 500
SPXU
$517M
$35K ﹤0.01%
295
-126
-30% -$14.9K
TDTT icon
4683
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.76B
$35K ﹤0.01%
1,345
VCLT icon
4684
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.91B
$35K ﹤0.01%
343
-630
-65% -$64.3K
NVCN
4685
DELISTED
Neovasc Inc.
NVCN
$34K ﹤0.01%
1,249
+184
+17% +$5.01K
BKF icon
4686
iShares MSCI BIC ETF
BKF
$92.5M
$33K ﹤0.01%
618
-582
-49% -$31.1K
ERX icon
4687
Direxion Daily Energy Bull 2X Shares
ERX
$224M
$33K ﹤0.01%
+1,404
New +$33K
IMUX icon
4688
Immunic
IMUX
$86M
$33K ﹤0.01%
2,100
-377
-15% -$5.92K
NAIL icon
4689
Direxion Daily Homebuilders & Supplies Bull 3X Shares
NAIL
$607M
$33K ﹤0.01%
434
+429
+8,580% +$32.6K
STRT icon
4690
STRATTEC Security
STRT
$280M
$33K ﹤0.01%
+708
New +$33K
VTWG icon
4691
Vanguard Russell 2000 Growth ETF
VTWG
$1.08B
$33K ﹤0.01%
+150
New +$33K
BBGI icon
4692
Beasley Broadcasting Group
BBGI
$8.8M
$32K ﹤0.01%
563
CRON
4693
Cronos Group
CRON
$969M
$32K ﹤0.01%
3,433
E icon
4694
ENI
E
$53B
$32K ﹤0.01%
1,292
-47
-4% -$1.16K
LAZR icon
4695
Luminar Technologies
LAZR
$116M
$32K ﹤0.01%
+88
New +$32K
ETACW
4696
DELISTED
E.Merge Technology Acquisition Corp. Warrant
ETACW
0
PDAC
4697
DELISTED
Peridot Acquisition Corp.
PDAC
$32K ﹤0.01%
+3,000
New +$32K
GAB icon
4698
Gabelli Equity Trust
GAB
$1.9B
$31K ﹤0.01%
4,604
MDXG icon
4699
MiMedx Group
MDXG
$1.02B
$31K ﹤0.01%
3,000
-9,567
-76% -$98.9K
SDOW icon
4700
ProShares UltraPro Short Dow 30
SDOW
$175M
$31K ﹤0.01%
202
+116
+135% +$17.8K