JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.45T
 

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
+3.96%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$472B
AUM Growth
+$472B
Cap. Flow
+$6.47B
Cap. Flow %
1.37%
Top 10 Hldgs %
16.86%
Holding
5,129
New
222
Increased
2,354
Reduced
1,878
Closed
202

Sector Composition

1 Technology 13.66%
2 Financials 13.19%
3 Healthcare 9.98%
4 Consumer Discretionary 9.29%
5 Industrials 7.38%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
RTH icon
4876
VanEck Retail ETF
RTH
$258M
-2,951 Closed -$309K
RVT icon
4877
Royce Value Trust
RVT
$1.92B
$0 ﹤0.01% 11 +9 +450%
RWL icon
4878
Invesco S&P 500 Revenue ETF
RWL
$6.27B
-290 Closed -$15K
RZV icon
4879
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$224M
-8,532 Closed -$559K
SCJ icon
4880
iShares MSCI Japan Small-Cap ETF
SCJ
$145M
-119 Closed -$8K
SCO icon
4881
ProShares UltraShort Bloomberg Crude Oil
SCO
$120M
-5,461 Closed -$92K
SCPH icon
4882
scPharmaceuticals
SCPH
$295M
-1,738 Closed -$5K
SDD icon
4883
ProShares UltraShort SmallCap600
SDD
$1.81M
-70 Closed -$1K
SDIV icon
4884
Global X SuperDividend ETF
SDIV
$970M
$0 ﹤0.01% 2
SE icon
4885
Sea Limited
SE
$110B
-294,513 Closed -$6.93M
SHIP icon
4886
Seanergy Maritime Holdings
SHIP
$163M
-6 Closed
SIFY
4887
Sify Technologies
SIFY
$682M
$0 ﹤0.01% 89
SILC icon
4888
Silicom
SILC
$93.2M
-49,069 Closed -$1.88M
SIZE icon
4889
iShares MSCI USA Size Factor ETF
SIZE
$368M
-515 Closed -$45K
SLRX icon
4890
Salarius Pharmaceuticals
SLRX
$2.94M
$0 ﹤0.01% 342
SMDV icon
4891
ProShares Russell 2000 Dividend Growers ETF
SMDV
$671M
-26,073 Closed -$1.52M