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
+7.26%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$778B
AUM Growth
+$81B
Cap. Flow
+$31.6B
Cap. Flow %
4.05%
Top 10 Hldgs %
17%
Holding
5,911
New
434
Increased
2,093
Reduced
2,484
Closed
243

Sector Composition

1 Technology 16.86%
2 Financials 11.83%
3 Consumer Discretionary 10.54%
4 Healthcare 10.31%
5 Industrials 8.16%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
FSFG icon
5001
First Savings Financial Group
FSFG
$190M
$10K ﹤0.01%
411
-17,217
-98% -$419K
GAMR icon
5002
Amplify Video Game Tech ETF
GAMR
$49.2M
$10K ﹤0.01%
110
GEOS icon
5003
Geospace Technologies
GEOS
$211M
$10K ﹤0.01%
1,266
-3,290
-72% -$26K
LABU icon
5004
Direxion Daily S&P Biotech Bull 3X Shares
LABU
$692M
$10K ﹤0.01%
7
-27
-79% -$38.6K
LINC icon
5005
Lincoln Educational Services
LINC
$601M
$10K ﹤0.01%
+1,340
New +$10K
RIGS icon
5006
RiverFront Strategic Income Fund
RIGS
$92.9M
$10K ﹤0.01%
+400
New +$10K
SLS icon
5007
SELLAS Life Sciences
SLS
$198M
$10K ﹤0.01%
+876
New +$10K
TELA icon
5008
TELA Bio
TELA
$62.2M
$10K ﹤0.01%
644
-17,741
-96% -$275K
AIVC
5009
Amplify Bloomberg AI Value Chain ETF
AIVC
$30.5M
$10K ﹤0.01%
200
CTR
5010
DELISTED
ClearBridge MLP and Midstream Total Return Fund Inc.
CTR
$10K ﹤0.01%
398
QTT
5011
DELISTED
Qutoutiao Inc. American Depositary Shares
QTT
$10K ﹤0.01%
+557
New +$10K
WARR.U
5012
DELISTED
Warrior Technologies Acquisition Company Units,eachconsistingofoneshare ofClassAcommonstockandone-halfofone warrant
WARR.U
$10K ﹤0.01%
1,000
-692,940
-100% -$6.93M
ARL icon
5013
American Realty Investors
ARL
$263M
$9K ﹤0.01%
1,001
-4,223
-81% -$38K
BLV icon
5014
Vanguard Long-Term Bond ETF
BLV
$5.7B
$9K ﹤0.01%
85
+37
+77% +$3.92K
INSE icon
5015
Inspired Entertainment
INSE
$250M
$9K ﹤0.01%
717
+711
+11,850% +$8.93K
PHIO icon
5016
Phio Pharmaceuticals
PHIO
$14.1M
$9K ﹤0.01%
36
-13
-27% -$3.25K
RING icon
5017
iShares MSCI Global Gold Miners ETF
RING
$2.1B
$9K ﹤0.01%
331
-1,898
-85% -$51.6K
RSPN icon
5018
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$683M
$9K ﹤0.01%
250
+150
+150% +$5.4K
SDOW icon
5019
ProShares UltraPro Short Dow 30
SDOW
$175M
$9K ﹤0.01%
72
-130
-64% -$16.3K
TWM icon
5020
ProShares UltraShort Russell2000
TWM
$34.3M
$9K ﹤0.01%
143
-77
-35% -$4.85K
WATT icon
5021
Energous
WATT
$11.3M
$9K ﹤0.01%
+5
New +$9K
QVCGB
5022
DELISTED
QVC Group, Inc. Series B Common Stock
QVCGB
$9K ﹤0.01%
14
-6
-30% -$3.86K
AUMN
5023
DELISTED
Golden Minerals Company
AUMN
$9K ﹤0.01%
603
-5
-0.8% -$75
AIU
5024
DELISTED
Meta Data Limited American Depositary Shares, each representing ten (10) Class A Ordinary Shares
AIU
$9K ﹤0.01%
56
+53
+1,767% +$8.52K
SAL
5025
DELISTED
Salisbury Bancorp, Inc.
SAL
$9K ﹤0.01%
330
-16,008
-98% -$437K