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
EBON icon
4926
Ebang International Holdings
EBON
$25.8M
$19K ﹤0.01%
339
+146
+76% +$8.18K
NERD icon
4927
Roundhill Video Games ETF
NERD
$26.7M
$19K ﹤0.01%
732
+300
+69% +$7.79K
NOA
4928
North American Construction
NOA
$400M
$19K ﹤0.01%
1,318
+2
+0.2% +$29
QUIK icon
4929
QuickLogic
QUIK
$86.6M
$19K ﹤0.01%
3,500
+15
+0.4% +$81
RDCM icon
4930
Radcom
RDCM
$222M
$19K ﹤0.01%
1,656
-1,301
-44% -$14.9K
WEAT icon
4931
Teucrium Wheat Fund
WEAT
$116M
$19K ﹤0.01%
2,702
+2,698
+67,450% +$19K
XOS icon
4932
Xos
XOS
$19.9M
$19K ﹤0.01%
140
+135
+2,700% +$18.3K
ARQ icon
4933
Arq
ARQ
$298M
$19K ﹤0.01%
2,925
-60,129
-95% -$391K
STER
4934
DELISTED
Sterling Check Corp. Common Stock
STER
$19K ﹤0.01%
+718
New +$19K
ZEV
4935
DELISTED
Lightning eMotors, Inc.
ZEV
$19K ﹤0.01%
+112
New +$19K
SVA
4936
DELISTED
Sinovac Biotech, Ltd
SVA
$19K ﹤0.01%
3,000
CSPI icon
4937
CSP Inc
CSPI
$108M
$18K ﹤0.01%
4,000
ESML icon
4938
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2B
$18K ﹤0.01%
+466
New +$18K
IPAC icon
4939
iShares Core MSCI Pacific ETF
IPAC
$1.9B
$18K ﹤0.01%
273
+68
+33% +$4.48K
MNTK icon
4940
Montauk Renewables
MNTK
$290M
$18K ﹤0.01%
1,564
+1,252
+401% +$14.4K
NC icon
4941
NACCO Industries
NC
$293M
$18K ﹤0.01%
626
-459
-42% -$13.2K
RWM icon
4942
ProShares Short Russell2000
RWM
$127M
$18K ﹤0.01%
823
+575
+232% +$12.6K
TALK icon
4943
Talkspace
TALK
$427M
$18K ﹤0.01%
5,000
USCI icon
4944
US Commodity Index
USCI
$263M
$18K ﹤0.01%
450
+350
+350% +$14K
CVIIW
4945
DELISTED
Churchill Capital Corp VII Warrants
CVIIW
0
HOLI
4946
DELISTED
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
$18K ﹤0.01%
+854
New +$18K
BLCT
4947
DELISTED
BlueCity Holdings Limited American Depositary Shares
BLCT
$18K ﹤0.01%
6,038
+1,562
+35% +$4.66K
CLLS
4948
Cellectis
CLLS
$306M
$17K ﹤0.01%
1,347
+413
+44% +$5.21K
FNDC icon
4949
Schwab Fundamental International Small Company Index ETF
FNDC
$3.01B
$17K ﹤0.01%
+450
New +$17K
KOSS icon
4950
Koss Corp
KOSS
$54.7M
$17K ﹤0.01%
1,014
+918
+956% +$15.4K