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
+1.17%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$466B
AUM Growth
-$5.85B
Cap. Flow
-$12.4B
Cap. Flow %
-2.66%
Top 10 Hldgs %
16.67%
Holding
5,119
New
195
Increased
2,553
Reduced
1,617
Closed
246
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BKF icon
4776
iShares MSCI BIC ETF
BKF
$89.9M
-1,028
Closed -$44K
BKT icon
4777
BlackRock Income Trust
BKT
$286M
-62
Closed -$1K
BMVP icon
4778
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$112M
-1,860
Closed -$60K
BTO
4779
John Hancock Financial Opportunities Fund
BTO
$749M
-50
Closed -$2K
BZUN
4780
Baozun
BZUN
$223M
0
CLDX icon
4781
Celldex Therapeutics
CLDX
$1.51B
$0 ﹤0.01%
66
CLIX icon
4782
ProShares Long Online/Short Stores ETF
CLIX
$8.78M
-11,494
Closed -$628K
CMCM
4783
Cheetah Mobile
CMCM
$179M
-136,383
Closed -$2.41M
CNYA icon
4784
iShares MSCI China A ETF
CNYA
$208M
-503,591
Closed -$14.3M
CORP icon
4785
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.33B
-209
Closed -$22K
CRD.B icon
4786
Crawford & Co Class B
CRD.B
$522M
$0 ﹤0.01%
19
-671
-97%
CRDF icon
4787
Cardiff Oncology
CRDF
$142M
-846
Closed -$2K
CREG icon
4788
Smart Powerr
CREG
$3.89M
0
CRVS icon
4789
Corvus Pharmaceuticals
CRVS
$427M
-66,687
Closed -$226K
CTLP icon
4790
Cantaloupe
CTLP
$795M
-177,558
Closed -$1.28M
CVU icon
4791
CPI Aerostructures
CVU
$31M
-1,093
Closed -$9K
CVV icon
4792
CVD Equipment Corp
CVV
$20M
$0 ﹤0.01%
40
DBEM icon
4793
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$70.9M
0
DBO icon
4794
Invesco DB Oil Fund
DBO
$230M
-2,353
Closed -$24K
DBVT
4795
DBV Technologies
DBVT
$252M
-5,133
Closed -$409K
DDM icon
4796
ProShares Ultra Dow30
DDM
$443M
-10
Closed
DFNL icon
4797
Davis Select Financial ETF
DFNL
$308M
-10,757
Closed -$247K
DIG icon
4798
ProShares Ultra Energy
DIG
$72.4M
$0 ﹤0.01%
+4
New
DQ
4799
Daqo New Energy
DQ
$1.81B
-295,705
Closed -$2.47M
DRD
4800
DRDGold
DRD
$1.78B
-23,698
Closed -$71K