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
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ALTG icon
4701
Alta Equipment Group
ALTG
$275M
-3,125
Closed -$31K
ALTO icon
4702
Alto Ingredients
ALTO
$90.6M
-265
Closed
APVO icon
4703
Aptevo Therapeutics
APVO
$5.29M
0
AQB icon
4704
AquaBounty Technologies
AQB
$4.54M
-226
Closed -$10K
ARGT icon
4705
Global X MSCI Argentina ETF
ARGT
$835M
-28,023
Closed -$745K
ASYS icon
4706
Amtech Systems
ASYS
$91.9M
-9,991
Closed -$72K
ATHE
4707
Alterity Therapeutics
ATHE
$0 ﹤0.01%
+10
New
AUPH icon
4708
Aurinia Pharmaceuticals
AUPH
$1.63B
-4,000
Closed -$81K
AVNW icon
4709
Aviat Networks
AVNW
$285M
$0 ﹤0.01%
88
-1,934
-96%
BAB icon
4710
Invesco Taxable Municipal Bond ETF
BAB
$914M
-34,000
Closed -$1.08M
BAK icon
4711
Braskem
BAK
$1.41B
-2,186
Closed -$32K
BBAR icon
4712
BBVA Argentina
BBAR
$2.52B
-14,568
Closed -$81K
BBW icon
4713
Build-A-Bear
BBW
$854M
-107,891
Closed -$350K
BCH icon
4714
Banco de Chile
BCH
$15.4B
-168
Closed -$4K
BDEC icon
4715
Innovator US Equity Buffer ETF December
BDEC
$192M
-1,265
Closed -$34K
BEP icon
4716
Brookfield Renewable
BEP
$7.06B
-4,781
Closed -$119K
BFZ icon
4717
BlackRock CA Municipal Income Trust
BFZ
$319M
-665
Closed -$9K
BGFV icon
4718
Big 5 Sporting Goods
BGFV
$32.8M
-64,753
Closed -$194K
BHAT icon
4719
Blue Hat Interactive Entertainment Technology
BHAT
$12.6M
$0 ﹤0.01%
+1
New
BLV icon
4720
Vanguard Long-Term Bond ETF
BLV
$5.64B
-37,434
Closed -$3.76M
BNTC icon
4721
Benitec Biopharma
BNTC
$365M
$0 ﹤0.01%
+4
New
BNY icon
4722
BlackRock New York Municipal Income Trust
BNY
$235M
-125
Closed -$2K
BOIL icon
4723
ProShares Ultra Bloomberg Natural Gas
BOIL
$129M
0
-$3K
BW icon
4724
Babcock & Wilcox
BW
$215M
-139,084
Closed -$506K
BYM icon
4725
BlackRock Municipal Income Quality Trust
BYM
$276M
-373
Closed -$5K