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
-2.75%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$773B
AUM Growth
-$33.3B
Cap. Flow
+$6.18B
Cap. Flow %
0.8%
Top 10 Hldgs %
18.62%
Holding
6,341
New
361
Increased
2,411
Reduced
2,376
Closed
355

Sector Composition

1 Technology 17.24%
2 Healthcare 11.68%
3 Financials 11.59%
4 Consumer Discretionary 9.21%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
NH
5151
DELISTED
NantHealth, Inc
NH
$10K ﹤0.01%
844
-1,215
-59% -$14.4K
MF
5152
DELISTED
Missfresh Limited American Depositary Shares
MF
$10K ﹤0.01%
+355
New +$10K
AAAU icon
5153
Goldman Sachs Physical Gold ETF Shares
AAAU
$1.77B
$10K ﹤0.01%
+543
New +$10K
CANG
5154
Cango
CANG
$481M
$10K ﹤0.01%
3,933
+1,139
+41% +$2.9K
BXMX icon
5155
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.5B
$9K ﹤0.01%
+619
New +$9K
CRVS icon
5156
Corvus Pharmaceuticals
CRVS
$438M
$9K ﹤0.01%
5,499
+1,396
+34% +$2.29K
EMLC icon
5157
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.72B
$9K ﹤0.01%
317
GDRX icon
5158
GoodRx Holdings
GDRX
$1.46B
$9K ﹤0.01%
481
-18
-4% -$337
HEPS
5159
D-Market Electronic Services & Trading
HEPS
$936M
$9K ﹤0.01%
4,037
-3,412,134
-100% -$7.61M
HYPR icon
5160
Hyperfine
HYPR
$108M
$9K ﹤0.01%
+2,581
New +$9K
KARS icon
5161
KraneShares Electric Vehicles and Future Mobility Index ETF
KARS
$77.6M
$9K ﹤0.01%
+230
New +$9K
KBA icon
5162
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$239M
$9K ﹤0.01%
240
-1,290
-84% -$48.4K
LRMR icon
5163
Larimar Therapeutics
LRMR
$337M
$9K ﹤0.01%
2,101
+523
+33% +$2.24K
PWV icon
5164
Invesco Large Cap Value ETF
PWV
$1.41B
$9K ﹤0.01%
176
TALK icon
5165
Talkspace
TALK
$435M
$9K ﹤0.01%
5,000
-8,600
-63% -$15.5K
USIO icon
5166
Usio Inc
USIO
$39.7M
$9K ﹤0.01%
2,409
+2,373
+6,592% +$8.87K
WDH
5167
Waterdrop
WDH
$665M
$9K ﹤0.01%
6,000
WDIV icon
5168
SPDR S&P Global Dividend ETF
WDIV
$227M
$9K ﹤0.01%
129
+75
+139% +$5.23K
WNEB icon
5169
Western New England Bancorp
WNEB
$250M
$9K ﹤0.01%
981
-7,312
-88% -$67.1K
TRAW icon
5170
Traws Pharma
TRAW
$12.4M
$9K ﹤0.01%
+193
New +$9K
SNAXW
5171
DELISTED
Stryve Foods, Inc. Warrant
SNAXW
0
-$32K
FRBNW
5172
DELISTED
Forbion European Acquisition Corp. Warrants
FRBNW
0
JYAC
5173
DELISTED
Jiya Acquisition Corp. Class A Common Stock
JYAC
$9K ﹤0.01%
900
BAK icon
5174
Braskem
BAK
$1.33B
$8K ﹤0.01%
455
-50,383
-99% -$886K
CABA icon
5175
Cabaletta Bio
CABA
$168M
$8K ﹤0.01%
3,708
+849
+30% +$1.83K