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
+8.03%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$770B
AUM Growth
+$64.9B
Cap. Flow
+$26.9B
Cap. Flow %
3.5%
Top 10 Hldgs %
17.84%
Holding
6,466
New
534
Increased
3,091
Reduced
1,683
Closed
345

Sector Composition

1 Technology 18.3%
2 Healthcare 11.5%
3 Financials 9.97%
4 Consumer Discretionary 9.25%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ESCA icon
5051
Escalade
ESCA
$170M
$8K ﹤0.01%
579
FBIO icon
5052
Fortress Biotech
FBIO
$114M
$8K ﹤0.01%
674
CBIO
5053
Crescent Biopharma, Inc. Common Stock
CBIO
$170M
$8K ﹤0.01%
+62
New +$8K
HIBS icon
5054
Direxion Daily S&P 500 High Beta Bear 3X Shares
HIBS
$27.6M
$8K ﹤0.01%
+160
New +$8K
LEO
5055
BNY Mellon Strategic Municipals
LEO
$383M
$8K ﹤0.01%
1,220
-5,564
-82% -$36.5K
LPL icon
5056
LG Display
LPL
$4.33B
$8K ﹤0.01%
1,361
+508
+60% +$2.99K
MFLX icon
5057
First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF
MFLX
$17M
$8K ﹤0.01%
+460
New +$8K
PRLD icon
5058
Prelude Therapeutics
PRLD
$67.4M
$8K ﹤0.01%
1,394
+97
+7% +$557
QLTA icon
5059
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.7B
$8K ﹤0.01%
167
-278
-62% -$13.3K
RSKD icon
5060
Riskified
RSKD
$715M
$8K ﹤0.01%
1,455
-3,045
-68% -$16.7K
TSAT icon
5061
Telesat
TSAT
$312M
$8K ﹤0.01%
996
+700
+236% +$5.62K
VRCA icon
5062
Verrica Pharmaceuticals
VRCA
$47.7M
$8K ﹤0.01%
124
XOMA icon
5063
Xoma
XOMA
$442M
$8K ﹤0.01%
387
+381
+6,350% +$7.88K
THMO
5064
DELISTED
ThermoGenesis Holdings, Inc. Common Stock
THMO
$8K ﹤0.01%
+3,079
New +$8K
RCACW
5065
DELISTED
Revelstone Capital Acquisition Corp. Warrant
RCACW
0
-$5K
UTAAW
5066
DELISTED
UTA Acquisition Corporation Warrants
UTAAW
0
-$5K
WGRO
5067
DELISTED
WisdomTree U.S. Growth & Momentum Fund
WGRO
$7.73K ﹤0.01%
373
ANNX icon
5068
Annexon
ANNX
$252M
$7K ﹤0.01%
1,718
-30,004
-95% -$122K
CRON
5069
Cronos Group
CRON
$969M
$7K ﹤0.01%
3,433
DXD icon
5070
ProShares UltraShort Dow 30
DXD
$51.8M
$7K ﹤0.01%
152
-1,602
-91% -$73.8K
DYLD icon
5071
LeaderShares Dynamic Yield ETF
DYLD
$49.1M
$7K ﹤0.01%
+294
New +$7K
ENZL icon
5072
iShares MSCI New Zealand ETF
ENZL
$75.6M
$7K ﹤0.01%
149
-103
-41% -$4.84K
EWP icon
5073
iShares MSCI Spain ETF
EWP
$1.4B
$7K ﹤0.01%
255
-621
-71% -$17K
GAN
5074
DELISTED
GAN Ltd
GAN
$7K ﹤0.01%
5,136
+5,000
+3,676% +$6.82K
MHUA icon
5075
Meihua International Medical Technologies
MHUA
$13.6M
$7K ﹤0.01%
1,038
-119
-10% -$803