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
-11.92%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$400B
AUM Growth
-$82.2B
Cap. Flow
-$15.2B
Cap. Flow %
-3.79%
Top 10 Hldgs %
17.01%
Holding
5,210
New
306
Increased
2,220
Reduced
2,028
Closed
221

Sector Composition

1 Financials 13.46%
2 Technology 12.55%
3 Healthcare 11.88%
4 Consumer Discretionary 8.9%
5 Industrials 7.69%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
COMT icon
4876
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$650M
-42,412
Closed -$1.65M
CPIX icon
4877
Cumberland Pharmaceuticals
CPIX
$54.8M
-3,868
Closed -$22K
CPSS icon
4878
Consumer Portfolio Services
CPSS
$164M
$0 ﹤0.01%
153
-5,873
-97%
CRD.A icon
4879
Crawford & Co Class A
CRD.A
$546M
-834
Closed -$8K
CREG icon
4880
Smart Powerr
CREG
$3.89M
0
CRIS icon
4881
Curis
CRIS
$21.4M
$0 ﹤0.01%
25
-3,673
-99%
CRK icon
4882
Comstock Resources
CRK
$4.69B
-111,466
Closed -$934K
CRNT icon
4883
Ceragon Networks
CRNT
$181M
-17,900
Closed -$60K
CSBR icon
4884
Champions Oncology
CSBR
$95.4M
-123,770
Closed -$2.16M
CVV icon
4885
CVD Equipment Corp
CVV
$20M
$0 ﹤0.01%
+90
New
DARE icon
4886
Dare Bioscience
DARE
$28.7M
$0 ﹤0.01%
+20
New
DBVT
4887
DBV Technologies
DBVT
$252M
0
EBND icon
4888
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.05B
-891
Closed -$23K
ECNS icon
4889
iShares MSCI China Small-Cap ETF
ECNS
$75.9M
-121,007
Closed -$5.58M
EDC icon
4890
Direxion Daily Emerging Markets Bull 3X Shares
EDC
$83.2M
-517
Closed -$44K
ENX
4891
Eaton Vance New York Municipal Bond Fund
ENX
$169M
$0 ﹤0.01%
+1
New
ENZL icon
4892
iShares MSCI New Zealand ETF
ENZL
$72.6M
$0 ﹤0.01%
9
-5
-36%
ERNA icon
4893
Eterna Therapeutics
ERNA
$8.98M
0
EUM icon
4894
ProShares Trust Short MSCI Emerging Markets
EUM
$11.1M
$0 ﹤0.01%
+2
New
EVOK icon
4895
Evoke Pharma
EVOK
$8.24M
-259
Closed -$111K
EXK
4896
Endeavour Silver
EXK
$1.78B
-3,405
Closed -$8K
EYPT icon
4897
EyePoint Pharmaceuticals
EYPT
$819M
-14,357
Closed -$513K
FLTR icon
4898
VanEck IG Floating Rate ETF
FLTR
$2.56B
-2,000
Closed -$51K
FPF
4899
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.16B
-167
Closed -$4K
FTFT icon
4900
Future FinTech Group
FTFT
$7.11M
-6
Closed