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
DTH icon
5101
WisdomTree International High Dividend Fund
DTH
$485M
$4K ﹤0.01%
100
IXP icon
5102
iShares Global Comm Services ETF
IXP
$615M
$4K ﹤0.01%
49
-303
-86% -$24.7K
RING icon
5103
iShares MSCI Global Gold Miners ETF
RING
$2.1B
$4K ﹤0.01%
175
-156
-47% -$3.57K
SPTS icon
5104
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.92B
$4K ﹤0.01%
+141
New +$4K
ULBI icon
5105
Ultralife
ULBI
$112M
$4K ﹤0.01%
548
-29,163
-98% -$213K
WDIV icon
5106
SPDR S&P Global Dividend ETF
WDIV
$225M
$4K ﹤0.01%
54
-918
-94% -$68K
MIMO
5107
DELISTED
Airspan Networks Holdings Inc.
MIMO
$4K ﹤0.01%
+567
New +$4K
TBLT
5108
DELISTED
ToughBuilt Industries, Inc. Common Stock
TBLT
$4K ﹤0.01%
+1
New +$4K
AGRX
5109
DELISTED
Agile Therapeutics, Inc
AGRX
$4K ﹤0.01%
2
-65
-97% -$130K
PACXU
5110
DELISTED
Pioneer Merger Corp. Unit
PACXU
$4K ﹤0.01%
400
HNP
5111
DELISTED
Huaneng Power Intl, Inc.
HNP
$4K ﹤0.01%
200
BTNB
5112
DELISTED
Bridgetown 2 Holdings Limited Class A Ordinary Shares
BTNB
$4K ﹤0.01%
+364
New +$4K
TRQ
5113
DELISTED
Turquoise Hill Resources Ltd
TRQ
$4K ﹤0.01%
276
CEMI
5114
DELISTED
Chembio diagnostics, Inc.
CEMI
$4K ﹤0.01%
1,415
-90,949
-98% -$257K
ALZN icon
5115
Alzamend Neuro
ALZN
$7.38M
$3K ﹤0.01%
+1
New +$3K
ANIX icon
5116
Anixa Biosciences
ANIX
$97.3M
$3K ﹤0.01%
650
AUBN icon
5117
Auburn National Bancorp
AUBN
$85.6M
$3K ﹤0.01%
114
-53
-32% -$1.4K
DLHC icon
5118
DLH Holdings
DLHC
$79.4M
$3K ﹤0.01%
234
+109
+87% +$1.4K
DOG icon
5119
ProShares Short Dow30
DOG
$123M
$3K ﹤0.01%
100
-10
-9% -$300
DRN icon
5120
Direxion Daily Real Estate Bull 3X Shares
DRN
$64.2M
$3K ﹤0.01%
+133
New +$3K
EBMT icon
5121
Eagle Bancorp Montana
EBMT
$138M
$3K ﹤0.01%
153
-6,599
-98% -$129K
ESQ icon
5122
Esquire Financial Holdings
ESQ
$828M
$3K ﹤0.01%
97
-1,147
-92% -$35.5K
GGME icon
5123
Invesco Next Gen Media and Gaming ETF
GGME
$159M
$3K ﹤0.01%
60
-766
-93% -$38.3K
GRX
5124
Gabelli Healthcare & Wellness Trust
GRX
$144M
$3K ﹤0.01%
225
LPCN icon
5125
Lipocine
LPCN
$16.3M
$3K ﹤0.01%
176