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
CYD icon
5151
China Yuchai International
CYD
$1.39B
$2K ﹤0.01%
155
-7,149
-98% -$92.2K
FKWL icon
5152
Franklin Wireless
FKWL
$47.5M
$2K ﹤0.01%
+166
New +$2K
GWX icon
5153
SPDR S&P International Small Cap ETF
GWX
$781M
$2K ﹤0.01%
64
IHDG icon
5154
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.33B
$2K ﹤0.01%
40
JFIN
5155
Jiayin Group
JFIN
$574M
$2K ﹤0.01%
+383
New +$2K
KORU icon
5156
Direxion Daily South Korea Bull 3X Shares
KORU
$124M
$2K ﹤0.01%
+5
New +$2K
KOSS icon
5157
Koss Corp
KOSS
$54.7M
$2K ﹤0.01%
+96
New +$2K
MNTK icon
5158
Montauk Renewables
MNTK
$290M
$2K ﹤0.01%
312
-5,149
-94% -$33K
MUX icon
5159
McEwen Inc.
MUX
$742M
$2K ﹤0.01%
115
-1,345
-92% -$23.4K
PKBK icon
5160
Parke Bancorp
PKBK
$267M
$2K ﹤0.01%
112
-33,444
-100% -$597K
PROV icon
5161
Provident Financial
PROV
$102M
$2K ﹤0.01%
65
-25,694
-100% -$791K
PTH icon
5162
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$96.6M
$2K ﹤0.01%
+36
New +$2K
SCO icon
5163
ProShares UltraShort Bloomberg Crude Oil
SCO
$120M
$2K ﹤0.01%
17
-8
-32% -$941
SPSM icon
5164
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
$2K ﹤0.01%
+50
New +$2K
SPYX icon
5165
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
$2.33B
$2K ﹤0.01%
60
-90
-60% -$3K
TARA icon
5166
Protara Therapeutics
TARA
$120M
$2K ﹤0.01%
177
-1,376
-89% -$15.5K
TEO icon
5167
Telecom Argentina
TEO
$3.26B
$2K ﹤0.01%
471
-194,915
-100% -$828K
TLSI icon
5168
TriSalus Life Sciences
TLSI
$236M
$2K ﹤0.01%
+210
New +$2K
URTY icon
5169
ProShares UltraPro Russell2000
URTY
$393M
$2K ﹤0.01%
20
-516
-96% -$51.6K
USAC icon
5170
USA Compression Partners
USAC
$2.84B
$2K ﹤0.01%
96
ZROZ icon
5171
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.72B
$2K ﹤0.01%
15
-51
-77% -$6.8K
ATXI
5172
DELISTED
Avenue Therapeutics, Inc. Common Stock
ATXI
$2K ﹤0.01%
1
-15
-94% -$30K
OMIC
5173
DELISTED
Singular Genomics Systems, Inc. Common Stock
OMIC
$2K ﹤0.01%
+2
New +$2K
CPUH
5174
DELISTED
Compute Health Acquisition Corp.
CPUH
$2K ﹤0.01%
+208
New +$2K
ZNH
5175
DELISTED
China Southern Airlines Company Limited
ZNH
$2K ﹤0.01%
50
-1,583
-97% -$63.3K