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
-0.07%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$752B
AUM Growth
-$26.6B
Cap. Flow
-$22.8B
Cap. Flow %
-3.03%
Top 10 Hldgs %
17.35%
Holding
6,053
New
374
Increased
1,780
Reduced
2,883
Closed
331

Top Sells

1
AAPL icon
Apple
AAPL
+$2.34B
2
AMZN icon
Amazon
AMZN
+$1.76B
3
CI icon
Cigna
CI
+$1.06B
4
MS icon
Morgan Stanley
MS
+$1.05B
5
MSFT icon
Microsoft
MSFT
+$1.05B

Sector Composition

1 Technology 16.69%
2 Financials 11.81%
3 Healthcare 10.26%
4 Consumer Discretionary 10%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
NERV icon
4851
Minerva Neurosciences
NERV
$15M
$30K ﹤0.01%
2,162
-12,658
-85% -$176K
PBE icon
4852
Invesco Biotechnology & Genome ETF
PBE
$226M
$30K ﹤0.01%
403
PRPH icon
4853
ProPhase Labs
PRPH
$21.5M
$30K ﹤0.01%
+5,730
New +$30K
WKME
4854
DELISTED
WalkMe Ltd. Ordinary Shares
WKME
$30K ﹤0.01%
1,000
IMPL
4855
DELISTED
Impel Pharmaceuticals Inc. Common Stock
IMPL
$30K ﹤0.01%
2,462
-4,191
-63% -$51.1K
PEARW
4856
DELISTED
Pear Therapeutics, Inc. Warrant
PEARW
0
OPNT
4857
DELISTED
Opiant Pharmaceuticals, Inc. Common Stock
OPNT
$30K ﹤0.01%
1,159
-1,075
-48% -$27.8K
ESBA icon
4858
Empire State Realty Series ES
ESBA
$2.08B
$29K ﹤0.01%
2,862
INSE icon
4859
Inspired Entertainment
INSE
$251M
$29K ﹤0.01%
2,461
+1,744
+243% +$20.6K
SEGG
4860
Lottery.com
SEGG
$22.5M
$29K ﹤0.01%
13
NFGC
4861
New Found Gold
NFGC
$530M
$29K ﹤0.01%
+4,700
New +$29K
HUGS
4862
DELISTED
USHG Acquisition Corp.
HUGS
$29K ﹤0.01%
+2,971
New +$29K
QIWI
4863
DELISTED
QIWI PLC
QIWI
$29K ﹤0.01%
3,445
-1,755,525
-100% -$14.8M
ACR
4864
ACRES Commercial Realty
ACR
$157M
$28K ﹤0.01%
1,751
-171
-9% -$2.73K
CAPL icon
4865
CrossAmerica Partners
CAPL
$780M
$28K ﹤0.01%
+1,406
New +$28K
TIGO icon
4866
Millicom
TIGO
$7.81B
$28K ﹤0.01%
782
-4,807
-86% -$172K
WLKP icon
4867
Westlake Chemical Partners
WLKP
$767M
$28K ﹤0.01%
+1,140
New +$28K
KBA icon
4868
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$240M
$27K ﹤0.01%
600
-723
-55% -$32.5K
NEN icon
4869
New England Realty Associates
NEN
$248M
$27K ﹤0.01%
450
PNNT
4870
Pennant Park Investment Corp
PNNT
$463M
$27K ﹤0.01%
4,214
-27,333
-87% -$175K
SIFY
4871
Sify Technologies
SIFY
$851M
$27K ﹤0.01%
1,361
+1,346
+8,973% +$26.7K
TTT icon
4872
ProShares UltraPro Short 20+ Year Treasury
TTT
$21.5M
$27K ﹤0.01%
765
+635
+488% +$22.4K
BIL icon
4873
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.8B
$26K ﹤0.01%
289
-1,952,132
-100% -$176M
IVLU icon
4874
iShares MSCI Intl Value Factor ETF
IVLU
$2.64B
$26K ﹤0.01%
1,011
-29
-3% -$746
PAYO icon
4875
Payoneer
PAYO
$2.4B
$26K ﹤0.01%
+3,000
New +$26K