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
RANI icon
5076
Rani Therapeutics
RANI
$23.3M
$7K ﹤0.01%
1,443
+654
+83% +$3.17K
TMFC icon
5077
Motley Fool 100 Index ETF
TMFC
$1.69B
$7K ﹤0.01%
200
TTT icon
5078
ProShares UltraPro Short 20+ Year Treasury
TTT
$21.5M
$7K ﹤0.01%
+120
New +$7K
WDIV icon
5079
SPDR S&P Global Dividend ETF
WDIV
$227M
$7K ﹤0.01%
117
+50
+75% +$2.99K
PRTK
5080
DELISTED
Paratek Pharmaceuticals, Inc.
PRTK
$7K ﹤0.01%
2,743
+1,107
+68% +$2.83K
MLVF
5081
DELISTED
Malvern Bancorp, Inc.
MLVF
$7K ﹤0.01%
469
CNBS icon
5082
Amplify Seymour Cannabis ETF
CNBS
$104M
$6.72K ﹤0.01%
133
FPXI icon
5083
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$159M
$6.63K ﹤0.01%
163
+102
+167% +$4.15K
CYA
5084
DELISTED
Simplify Tail Risk Strategy ETF
CYA
$6.57K ﹤0.01%
35
-232
-87% -$43.6K
NZAC icon
5085
SPDR MSCI ACWI Climate Paris Aligned ETF
NZAC
$180M
$6.24K ﹤0.01%
221
ACIU icon
5086
AC Immune
ACIU
$241M
$6K ﹤0.01%
2,732
ALVO icon
5087
Alvotech
ALVO
$2.5B
$6K ﹤0.01%
+499
New +$6K
BTBT icon
5088
Bit Digital
BTBT
$945M
$6K ﹤0.01%
3,575
-1,255
-26% -$2.11K
CXAIW icon
5089
CXApp Inc. Warrant
CXAIW
$1.24M
0
-$4K
DBL
5090
DoubleLine Opportunistic Credit Fund
DBL
$295M
$6K ﹤0.01%
+448
New +$6K
EMD
5091
Western Asset Emerging Markets Debt Fund
EMD
$607M
$6K ﹤0.01%
+664
New +$6K
FDRR icon
5092
Fidelity Dividend ETF for Rising Rates
FDRR
$617M
$6K ﹤0.01%
150
-50
-25% -$2K
GREE icon
5093
Greenidge Generation Holdings
GREE
$21.6M
$6K ﹤0.01%
1,239
+482
+64% +$2.33K
KARS icon
5094
KraneShares Electric Vehicles and Future Mobility Index ETF
KARS
$77.9M
$6K ﹤0.01%
204
+85
+71% +$2.5K
MFIC icon
5095
MidCap Financial Investment
MFIC
$1.17B
$6K ﹤0.01%
505
-2,201
-81% -$26.2K
OPBK icon
5096
OP Bancorp
OPBK
$217M
$6K ﹤0.01%
643
+556
+639% +$5.19K
ORIC icon
5097
Oric Pharmaceuticals
ORIC
$1.02B
$6K ﹤0.01%
1,160
+400
+53% +$2.07K
RPAR icon
5098
RPAR Risk Parity ETF
RPAR
$543M
$6K ﹤0.01%
293
RWM icon
5099
ProShares Short Russell2000
RWM
$124M
$6K ﹤0.01%
+246
New +$6K
SLNG icon
5100
Stabilis Solutions
SLNG
$69.7M
$6K ﹤0.01%
1,727