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
+8.03%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$770B
AUM Growth
+$64.9B
Cap. Flow
+$26.9B
Cap. Flow %
3.5%
Top 10 Hldgs %
17.84%
Holding
6,466
New
534
Increased
3,091
Reduced
1,683
Closed
345

Sector Composition

1 Technology 18.3%
2 Healthcare 11.5%
3 Financials 9.97%
4 Consumer Discretionary 9.25%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
FSD
4776
DELISTED
FIRST TRUST HIGH INCOME LONG/SHORT FUND
FSD
$32K ﹤0.01%
+2,837
New +$32K
CZOO
4777
DELISTED
Cazoo Group Ltd
CZOO
$32K ﹤0.01%
127
+125
+6,250% +$31.5K
YELL
4778
DELISTED
Yellow Corporation Common Stock
YELL
$32K ﹤0.01%
15,778
-126,563
-89% -$257K
AIEQ icon
4779
Amplify AI Powered Equity ETF
AIEQ
$117M
$31K ﹤0.01%
1,060
+760
+253% +$22.2K
BCX icon
4780
BlackRock Resources & Commodities Strategy Trust
BCX
$775M
$31K ﹤0.01%
+3,223
New +$31K
NKX icon
4781
Nuveen California AMT-Free Quality Municipal Income Fund
NKX
$597M
$31K ﹤0.01%
+2,686
New +$31K
PRAX icon
4782
Praxis Precision Medicines
PRAX
$794M
$31K ﹤0.01%
2,533
+1,008
+66% +$12.3K
SMIN icon
4783
iShares MSCI India Small-Cap ETF
SMIN
$921M
$31K ﹤0.01%
615
-3,780
-86% -$191K
ASXC
4784
DELISTED
Asensus Surgical, Inc.
ASXC
$31K ﹤0.01%
+47,114
New +$31K
CURO
4785
DELISTED
CURO Group Holdings Corp.
CURO
$31K ﹤0.01%
17,833
-19,070
-52% -$33.2K
ARL icon
4786
American Realty Investors
ARL
$256M
$30K ﹤0.01%
1,155
+130
+13% +$3.38K
CELU icon
4787
Celularity
CELU
$61.9M
$30K ﹤0.01%
4,879
+1,257
+35% +$7.73K
FARM icon
4788
Farmer Brothers
FARM
$39.4M
$30K ﹤0.01%
7,671
-1,539
-17% -$6.02K
FXA icon
4789
Invesco CurrencyShares Australian Dollar Trust
FXA
$79M
$30K ﹤0.01%
+454
New +$30K
GTX icon
4790
Garrett Motion
GTX
$2.64B
$30K ﹤0.01%
3,861
-9,830
-72% -$76.4K
LVLU icon
4791
Lulu's Fashion Lounge
LVLU
$12.2M
$30K ﹤0.01%
850
+222
+35% +$7.84K
ONDS icon
4792
Ondas Holdings
ONDS
$2.14B
$30K ﹤0.01%
27,707
+7,508
+37% +$8.13K
KRNLU
4793
DELISTED
Kernel Group Holdings, Inc. Units
KRNLU
$30K ﹤0.01%
+2,925
New +$30K
TARO
4794
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
$30K ﹤0.01%
1,222
+305
+33% +$7.49K
GRNA
4795
DELISTED
GreenLight Biosciences Holdings, PBC Common Stock
GRNA
$30K ﹤0.01%
69,130
+18,180
+36% +$7.89K
SPMO icon
4796
Invesco S&P 500 Momentum ETF
SPMO
$12.6B
$29.2K ﹤0.01%
+536
New +$29.2K
MGF
4797
MFS Government Markets Income Trust
MGF
$102M
$29K ﹤0.01%
+8,691
New +$29K
WHF icon
4798
WhiteHorse Finance
WHF
$203M
$29K ﹤0.01%
2,343
+781
+50% +$9.67K
YSG
4799
Yatsen Holding
YSG
$995M
$29K ﹤0.01%
3,861
-3,090
-44% -$23.2K
AIF
4800
DELISTED
Apollo Tactical Income Fund Inc.
AIF
$29K ﹤0.01%
+2,381
New +$29K