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
RIDE
4776
DELISTED
Lordstown Motors Corp. Class A Common Stock
RIDE
$17K ﹤0.01%
+99
New +$17K
CAS
4777
DELISTED
Cascade Acquisition Corp.
CAS
$17K ﹤0.01%
+1,765
New +$17K
ARKO icon
4778
ARKO Corp
ARKO
$563M
$16K ﹤0.01%
1,525
-42,496
-97% -$446K
DIG icon
4779
ProShares Ultra Energy
DIG
$72.4M
$16K ﹤0.01%
1,056
ELD icon
4780
WisdomTree Emerging Markets Local Debt Fund
ELD
$74.1M
$16K ﹤0.01%
512
EWZS icon
4781
iShares MSCI Brazil Small-Cap ETF
EWZS
$181M
$16K ﹤0.01%
1,000
-100
-9% -$1.6K
GLP icon
4782
Global Partners
GLP
$1.77B
$16K ﹤0.01%
760
RMCF icon
4783
Rocky Mountain Chocolate Factory
RMCF
$11.7M
$16K ﹤0.01%
+3,000
New +$16K
TWM icon
4784
ProShares UltraShort Russell2000
TWM
$34.3M
$16K ﹤0.01%
220
+199
+948% +$14.5K
TCON
4785
DELISTED
TRACON Pharmaceuticals, Inc. Common Stock
TCON
$16K ﹤0.01%
+96
New +$16K
ACIC
4786
DELISTED
Atlas Crest Investment Corp.
ACIC
$16K ﹤0.01%
+1,551
New +$16K
INNV icon
4787
InnovAge Holding
INNV
$560M
$15K ﹤0.01%
+565
New +$15K
JPME icon
4788
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$374M
$15K ﹤0.01%
184
MUX icon
4789
McEwen Inc.
MUX
$742M
$15K ﹤0.01%
1,460
-4,922
-77% -$50.6K
ORN icon
4790
Orion Group Holdings
ORN
$295M
$15K ﹤0.01%
2,481
-11,594
-82% -$70.1K
SPTM icon
4791
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.3B
$15K ﹤0.01%
+308
New +$15K
VMO icon
4792
Invesco Municipal Opportunity Trust
VMO
$637M
$15K ﹤0.01%
1,107
CLMT icon
4793
Calumet Specialty Products
CLMT
$1.53B
$14K ﹤0.01%
2,275
+1
+0% +$6
IIM icon
4794
Invesco Value Municipal Income Trust
IIM
$575M
$14K ﹤0.01%
923
JNUG icon
4795
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
$495M
$14K ﹤0.01%
+184
New +$14K
NOA
4796
North American Construction
NOA
$400M
$14K ﹤0.01%
1,313
+4
+0.3% +$43
PHIO icon
4797
Phio Pharmaceuticals
PHIO
$14.1M
$14K ﹤0.01%
49
+47
+2,350% +$13.4K
QVCGB
4798
DELISTED
QVC Group, Inc. Series B Common Stock
QVCGB
$14K ﹤0.01%
+20
New +$14K
CMAXW
4799
DELISTED
CareMax, Inc. Warrant
CMAXW
0
AMZA icon
4800
InfraCap MLP ETF
AMZA
$402M
$13K ﹤0.01%
+550
New +$13K