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
COE
5151
51Talk Online Education Group
COE
$279M
$2K ﹤0.01%
192
-7,168
-97% -$74.7K
CUK icon
5152
Carnival PLC
CUK
$37.5B
$2K ﹤0.01%
103
-160
-61% -$3.11K
CUT icon
5153
Invesco MSCI Global Timber ETF
CUT
$44.1M
$2K ﹤0.01%
55
-78
-59% -$2.84K
EEIQ icon
5154
EpicQuest Education Group
EEIQ
$12.8M
$2K ﹤0.01%
+473
New +$2K
EFNL icon
5155
iShares MSCI Finland ETF
EFNL
$29.8M
$2K ﹤0.01%
+51
New +$2K
GENI icon
5156
Genius Sports
GENI
$2.99B
$2K ﹤0.01%
100
-6,932
-99% -$139K
GWX icon
5157
SPDR S&P International Small Cap ETF
GWX
$781M
$2K ﹤0.01%
64
IFRX icon
5158
InflaRx
IFRX
$107M
$2K ﹤0.01%
+609
New +$2K
IHDG icon
5159
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.33B
$2K ﹤0.01%
40
JFIN
5160
Jiayin Group
JFIN
$574M
$2K ﹤0.01%
612
+229
+60% +$748
JG
5161
Aurora Mobile
JG
$60.1M
$2K ﹤0.01%
65
+59
+983% +$1.82K
MORT icon
5162
VanEck Mortgage REIT Income ETF
MORT
$335M
$2K ﹤0.01%
100
-900
-90% -$18K
MRKR icon
5163
Marker Therapeutics
MRKR
$11.8M
$2K ﹤0.01%
124
MRUS icon
5164
Merus
MRUS
$5.08B
$2K ﹤0.01%
94
+28
+42% +$596
MUX icon
5165
McEwen Inc.
MUX
$742M
$2K ﹤0.01%
174
+59
+51% +$678
NRXP icon
5166
NRX Pharmaceuticals
NRXP
$70.6M
$2K ﹤0.01%
+21
New +$2K
NUWE icon
5167
Nuwellis
NUWE
$3.71M
0
OGIG icon
5168
ALPS O'Shares Global Internet Giants ETF
OGIG
$163M
$2K ﹤0.01%
44
-3,532
-99% -$161K
PHIO icon
5169
Phio Pharmaceuticals
PHIO
$14.1M
$2K ﹤0.01%
7
-29
-81% -$8.29K
RXL icon
5170
ProShares Ultra Health Care
RXL
$65.9M
$2K ﹤0.01%
+40
New +$2K
RZV icon
5171
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$222M
$2K ﹤0.01%
25
-500
-95% -$40K
SGMA
5172
DELISTED
Sigmatron International
SGMA
$2K ﹤0.01%
+200
New +$2K
SNCR icon
5173
Synchronoss Technologies
SNCR
$62.8M
$2K ﹤0.01%
107
-14,717
-99% -$275K
SPSM icon
5174
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
$2K ﹤0.01%
50
SPYX icon
5175
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
$2.33B
$2K ﹤0.01%
60