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
MLVF
5051
DELISTED
Malvern Bancorp, Inc.
MLVF
$8K ﹤0.01%
469
CIH
5052
DELISTED
China Index Holdings Limited American Depository Shares
CIH
$8K ﹤0.01%
5,601
CNCE
5053
DELISTED
Concert Pharmaceuticals, Inc.
CNCE
$8K ﹤0.01%
2,304
-34,880
-94% -$121K
ATA.WS
5054
DELISTED
Americas Technology Acquisition Corp.Redeemable Warrants, each whole warrant exercisable for one Ordinary Share at an exercise price of $11.50
ATA.WS
0
-$1K
BAR icon
5055
GraniteShares Gold Shares
BAR
$1.21B
$7K ﹤0.01%
419
-3,088
-88% -$51.6K
CPSS icon
5056
Consumer Portfolio Services
CPSS
$185M
$7K ﹤0.01%
1,150
+30
+3% +$183
FNDF icon
5057
Schwab Fundamental International Large Company Index ETF
FNDF
$17.5B
$7K ﹤0.01%
203
+12
+6% +$414
GOEX icon
5058
Global X Gold Explorers ETF NEW
GOEX
$91.8M
$7K ﹤0.01%
+250
New +$7K
MREO
5059
Mereo BioPharma
MREO
$283M
$7K ﹤0.01%
+3,000
New +$7K
PARAA
5060
DELISTED
Paramount Global Class A
PARAA
$7K ﹤0.01%
169
+44
+35% +$1.82K
PRFZ icon
5061
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.54B
$7K ﹤0.01%
+185
New +$7K
WF icon
5062
Woori Financial
WF
$13.8B
$7K ﹤0.01%
234
-11
-4% -$329
QVCGB
5063
DELISTED
QVC Group, Inc. Series B Common Stock
QVCGB
$7K ﹤0.01%
14
AUMN
5064
DELISTED
Golden Minerals Company
AUMN
$7K ﹤0.01%
603
CNTG
5065
DELISTED
Centogene N.V. Common Shares
CNTG
$7K ﹤0.01%
647
+613
+1,803% +$6.63K
MTBL
5066
DELISTED
Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares)
MTBL
$7K ﹤0.01%
5,000
-550
-10% -$770
BITF
5067
Bitfarms
BITF
$967M
$6K ﹤0.01%
1,298
-8,700
-87% -$40.2K
EMDV icon
5068
ProShares MSCI Emerging Markets Dividend Growers ETF
EMDV
$7.22M
$6K ﹤0.01%
+100
New +$6K
INDY icon
5069
iShares S&P India Nifty 50 Index Fund
INDY
$652M
$6K ﹤0.01%
114
KXIN icon
5070
Kaixin Holdings
KXIN
$11.7M
$6K ﹤0.01%
+3
New +$6K
LARK icon
5071
Landmark Bancorp
LARK
$154M
$6K ﹤0.01%
227
-617
-73% -$16.3K
LTPZ icon
5072
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$694M
$6K ﹤0.01%
70
-420
-86% -$36K
NCTY
5073
The9 Ltd
NCTY
$134M
$6K ﹤0.01%
+61
New +$6K
POLA icon
5074
Polar Power
POLA
$5.63M
$6K ﹤0.01%
147
+69
+88% +$2.82K
SMWB icon
5075
Similarweb
SMWB
$837M
$6K ﹤0.01%
300