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
-2.33%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$857B
AUM Growth
-$16.8B
Cap. Flow
+$11.9B
Cap. Flow %
1.39%
Top 10 Hldgs %
20.4%
Holding
6,847
New
817
Increased
2,095
Reduced
2,897
Closed
321

Sector Composition

1 Technology 20.05%
2 Healthcare 11.18%
3 Financials 9.56%
4 Consumer Discretionary 9.09%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
EVV
4876
Eaton Vance Limited Duration Income Fund
EVV
$1.18B
$23K ﹤0.01%
2,547
+1,646
+183% +$14.9K
REKR icon
4877
Rekor Systems
REKR
$226M
$22.8K ﹤0.01%
8,077
TPYP icon
4878
Tortoise North American Pipeline Fund
TPYP
$708M
$22.8K ﹤0.01%
931
+391
+72% +$9.56K
HOLI
4879
DELISTED
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
$22.8K ﹤0.01%
1,147
USL icon
4880
United States 12 Month Oil Fund,
USL
$42.6M
$22.5K ﹤0.01%
562
+257
+84% +$10.3K
FREEW
4881
DELISTED
Whole Earth Brands, Inc. Warrant
FREEW
0
-$37.5K
RWX icon
4882
SPDR Dow Jones International Real Estate ETF
RWX
$306M
$22.4K ﹤0.01%
942
-2,044
-68% -$48.6K
UHG icon
4883
United Homes Group
UHG
$251M
$22.3K ﹤0.01%
3,989
-1,217
-23% -$6.82K
OTLK icon
4884
Outlook Therapeutics
OTLK
$42.8M
$22.3K ﹤0.01%
5,039
-987
-16% -$4.36K
JAGX icon
4885
Jaguar Health
JAGX
$4.05M
$22.2K ﹤0.01%
57
+42
+280% +$16.4K
TOPS icon
4886
TOP Ships
TOPS
$25M
$22.1K ﹤0.01%
3,100
+2,412
+351% +$17.2K
OCEA
4887
DELISTED
Ocean Biomedical, Inc. Common Stock
OCEA
$21.9K ﹤0.01%
5,626
-1,290
-19% -$5.03K
NKTR icon
4888
Nektar Therapeutics
NKTR
$1.05B
$21.9K ﹤0.01%
2,449
+1,974
+416% +$17.6K
USAP
4889
DELISTED
Universal Stainless & Alloy
USAP
$21.7K ﹤0.01%
1,655
+456
+38% +$5.98K
ISCF icon
4890
iShares International Small Cap Equity Factor ETF
ISCF
$495M
$21.7K ﹤0.01%
+732
New +$21.7K
SIM icon
4891
Grupo SIMEC
SIM
$4.32B
$21.6K ﹤0.01%
670
KNDI
4892
Kandi Technologies Group
KNDI
$110M
$21.5K ﹤0.01%
6,210
-1,491
-19% -$5.16K
CLMT icon
4893
Calumet Specialty Products
CLMT
$1.61B
$21.1K ﹤0.01%
1,107
+997
+906% +$19K
WF icon
4894
Woori Financial
WF
$14.1B
$21.1K ﹤0.01%
768
+662
+625% +$18.2K
FTGC icon
4895
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.22B
$20.9K ﹤0.01%
+872
New +$20.9K
AIFU
4896
AIFU Inc
AIFU
$86.2M
$20.8K ﹤0.01%
+144
New +$20.8K
BSBR icon
4897
Santander
BSBR
$41.2B
$20.7K ﹤0.01%
4,038
-35,969
-90% -$185K
EVGN icon
4898
Evogene
EVGN
$10.3M
$20.7K ﹤0.01%
+3,526
New +$20.7K
LRFC
4899
DELISTED
Logan Ridge Finance Corp
LRFC
$20.7K ﹤0.01%
1,000
MHF
4900
Western Asset Municipal High Income Fund
MHF
$165M
$20.6K ﹤0.01%
3,387
+2,141
+172% +$13K