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
CYD icon
4901
China Yuchai International
CYD
$1.39B
$22K ﹤0.01%
1,655
+1,500
+968% +$19.9K
TROO icon
4902
TROOPS Inc
TROO
$150M
$22K ﹤0.01%
+3,880
New +$22K
NVCN
4903
DELISTED
Neovasc Inc.
NVCN
$22K ﹤0.01%
1,229
-32
-3% -$573
BNDW icon
4904
Vanguard Total World Bond ETF
BNDW
$1.34B
$21K ﹤0.01%
268
-23
-8% -$1.8K
FNDX icon
4905
Schwab Fundamental US Large Company Index ETF
FNDX
$19.9B
$21K ﹤0.01%
1,194
GLIN icon
4906
VanEck India Growth Leaders ETF
GLIN
$129M
$21K ﹤0.01%
500
LNSR icon
4907
LENSAR
LNSR
$145M
$21K ﹤0.01%
2,727
-1,500
-35% -$11.6K
OPFI icon
4908
OppFi
OPFI
$289M
$21K ﹤0.01%
+2,661
New +$21K
SMIN icon
4909
iShares MSCI India Small-Cap ETF
SMIN
$927M
$21K ﹤0.01%
346
+96
+38% +$5.83K
TKC icon
4910
Turkcell
TKC
$4.79B
$21K ﹤0.01%
4,903
+2,083
+74% +$8.92K
VALU icon
4911
Value Line
VALU
$359M
$21K ﹤0.01%
621
-627
-50% -$21.2K
ZBAI
4912
ATIF Holdings Limited Ordinary Shares
ZBAI
$9.64M
$21K ﹤0.01%
+256
New +$21K
SCPS
4913
DELISTED
Scopus BioPharma Inc. Common Stock
SCPS
$21K ﹤0.01%
5,000
-4,338
-46% -$18.2K
XPOA.WS
4914
DELISTED
DPCM Capital, Inc. Warrants, each whole warrant exercisable for one share of Class A Common Stock at
XPOA.WS
0
-$55K
CTIC
4915
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
$21K ﹤0.01%
7,283
-2,256
-24% -$6.51K
CLAS.WS
4916
DELISTED
Class Acceleration Corp. Redeemable Warrants, each whole warrant exercisable for one share of Class A Common Stock at an exercise price of $11.50
CLAS.WS
0
AMZA icon
4917
InfraCap MLP ETF
AMZA
$402M
$20K ﹤0.01%
771
+197
+34% +$5.11K
ERX icon
4918
Direxion Daily Energy Bull 2X Shares
ERX
$224M
$20K ﹤0.01%
780
+551
+241% +$14.1K
XTIA icon
4919
XTI Aerospace
XTIA
$45M
0
PTRA
4920
DELISTED
Proterra Inc. Common Stock
PTRA
$20K ﹤0.01%
2,000
QTT
4921
DELISTED
Qutoutiao Inc. American Depositary Shares
QTT
$20K ﹤0.01%
2,011
+1,454
+261% +$14.5K
LGV.WS
4922
DELISTED
Longview Acquisition Corp. II Redeemable Warrants, each whole Warrant exercisable for one share of Class A Common Stock, each at an exercise price of $11.50 per share
LGV.WS
0
-$85K
CFRX
4923
DELISTED
ContraFect Corporation
CFRX
$20K ﹤0.01%
63
-689
-92% -$219K
CLMT icon
4924
Calumet Specialty Products
CLMT
$1.53B
$19K ﹤0.01%
2,384
+21
+0.9% +$167
CRON
4925
Cronos Group
CRON
$969M
$19K ﹤0.01%
3,433