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
AFK icon
4951
VanEck Africa Index ETF
AFK
$68.5M
$2K ﹤0.01%
75
CAPL icon
4952
CrossAmerica Partners
CAPL
$780M
$2K ﹤0.01%
+120
New +$2K
CARV icon
4953
Carver Bancorp
CARV
$13.9M
$2K ﹤0.01%
+221
New +$2K
CDL icon
4954
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$362M
$2K ﹤0.01%
46
CLDX icon
4955
Celldex Therapeutics
CLDX
$1.55B
$2K ﹤0.01%
108
-59
-35% -$1.09K
COCP icon
4956
Cocrystal Pharma
COCP
$15.4M
$2K ﹤0.01%
+117
New +$2K
CUT icon
4957
Invesco MSCI Global Timber ETF
CUT
$46.4M
$2K ﹤0.01%
+50
New +$2K
DRIP icon
4958
Direxion Daily S&P Oil & Gas Exp & Prod Bear 2X Shares
DRIP
$47.4M
$2K ﹤0.01%
+15
New +$2K
FNDC icon
4959
Schwab Fundamental International Small Company Index ETF
FNDC
$3.04B
$2K ﹤0.01%
48
-1,302
-96% -$54.3K
FXB icon
4960
Invesco CurrencyShares British Pound Sterling Trust
FXB
$91.2M
$2K ﹤0.01%
+15
New +$2K
FXE icon
4961
Invesco CurrencyShares Euro Currency Trust
FXE
$532M
$2K ﹤0.01%
18
-282
-94% -$31.3K
GREK icon
4962
Global X MSCI Greece ETF
GREK
$306M
$2K ﹤0.01%
+74
New +$2K
GWX icon
4963
SPDR S&P International Small Cap ETF
GWX
$781M
$2K ﹤0.01%
64
HOV icon
4964
Hovnanian Enterprises
HOV
$906M
$2K ﹤0.01%
16
HPK icon
4965
HighPeak Energy
HPK
$926M
$2K ﹤0.01%
+384
New +$2K
HYD icon
4966
VanEck High Yield Muni ETF
HYD
$3.35B
$2K ﹤0.01%
34
-3,966
-99% -$233K
IHDG icon
4967
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.34B
$2K ﹤0.01%
40
-374
-90% -$18.7K
LXU icon
4968
LSB Industries
LXU
$591M
$2K ﹤0.01%
423
+253
+149% +$1.2K
NOTV icon
4969
Inotiv
NOTV
$55M
$2K ﹤0.01%
120
+20
+20% +$333
PHB icon
4970
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$354M
$2K ﹤0.01%
100
PSP icon
4971
Invesco Global Listed Private Equity ETF
PSP
$330M
$2K ﹤0.01%
30
-170
-85% -$11.3K
RZV icon
4972
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$225M
$2K ﹤0.01%
+25
New +$2K
SBLK icon
4973
Star Bulk Carriers
SBLK
$2.22B
$2K ﹤0.01%
110
-7,539
-99% -$137K
TMF icon
4974
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
$5.5B
$2K ﹤0.01%
+10
New +$2K
VHI icon
4975
Valhi
VHI
$463M
$2K ﹤0.01%
92
+90
+4,500% +$1.96K