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
+7.03%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$698B
AUM Growth
+$75.5B
Cap. Flow
+$37.5B
Cap. Flow %
5.37%
Top 10 Hldgs %
16.42%
Holding
5,606
New
543
Increased
2,701
Reduced
1,651
Closed
188

Sector Composition

1 Technology 16.81%
2 Financials 11.84%
3 Consumer Discretionary 10.87%
4 Healthcare 10.26%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
STPC.U
4901
DELISTED
Star Peak Corp II Units, each consisting of one share of Class A common stock and one-fourth of one
STPC.U
$5K ﹤0.01%
+481
New +$5K
AQB icon
4902
AquaBounty Technologies
AQB
$4.85M
$4K ﹤0.01%
+30
New +$4K
BTBT icon
4903
Bit Digital
BTBT
$820M
$4K ﹤0.01%
279
-3,948
-93% -$56.6K
DTH icon
4904
WisdomTree International High Dividend Fund
DTH
$485M
$4K ﹤0.01%
+100
New +$4K
FSTA icon
4905
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.34B
$4K ﹤0.01%
99
FUTY icon
4906
Fidelity MSCI Utilities Index ETF
FUTY
$1.91B
$4K ﹤0.01%
96
+4
+4% +$167
INOD icon
4907
Innodata
INOD
$1.52B
$4K ﹤0.01%
+559
New +$4K
NMM icon
4908
Navios Maritime Partners
NMM
$1.45B
$4K ﹤0.01%
+180
New +$4K
NYC
4909
American Strategic Investment Co
NYC
$26.9M
$4K ﹤0.01%
+62
New +$4K
ONEQ icon
4910
Fidelity Nasdaq Composite Index ETF
ONEQ
$8.62B
$4K ﹤0.01%
70
PROF
4911
Profound Medical
PROF
$124M
$4K ﹤0.01%
+202
New +$4K
RSPN icon
4912
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$687M
$4K ﹤0.01%
+100
New +$4K
SCO icon
4913
ProShares UltraShort Bloomberg Crude Oil
SCO
$124M
$4K ﹤0.01%
25
+16
+178% +$2.56K
SLX icon
4914
VanEck Steel ETF
SLX
$82.2M
$4K ﹤0.01%
70
-30
-30% -$1.71K
TDF
4915
Templeton Dragon Fund
TDF
$285M
$4K ﹤0.01%
+152
New +$4K
UNL icon
4916
United States 12 Month Natural Gas Fund
UNL
$10.5M
$4K ﹤0.01%
+500
New +$4K
DNMR
4917
DELISTED
Danimer Scientific, Inc.
DNMR
$4K ﹤0.01%
+3
New +$4K
GLOP
4918
DELISTED
GASLOG PARTNERS LP
GLOP
$4K ﹤0.01%
+1,600
New +$4K
IEAWW
4919
DELISTED
Infrastructure and Energy Alternatives, Inc. Warrant
IEAWW
0
ICOL
4920
DELISTED
iShares MSCI Colombia ETF
ICOL
$4K ﹤0.01%
400
TRQ
4921
DELISTED
Turquoise Hill Resources Ltd
TRQ
$4K ﹤0.01%
276
ANIX icon
4922
Anixa Biosciences
ANIX
$96M
$3K ﹤0.01%
650
-296
-31% -$1.37K
BBH icon
4923
VanEck Biotech ETF
BBH
$355M
$3K ﹤0.01%
17
BQ
4924
Boqii Holding Limited
BQ
$9.13M
$3K ﹤0.01%
+3
New +$3K
BRZU icon
4925
Direxion Daily MSCI Brazil Bull 2X Shares
BRZU
$132M
$3K ﹤0.01%
+33
New +$3K