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
+11.29%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$979B
AUM Growth
+$122B
Cap. Flow
+$26.9B
Cap. Flow %
2.75%
Top 10 Hldgs %
20.99%
Holding
6,985
New
460
Increased
3,284
Reduced
2,043
Closed
468

Sector Composition

1 Technology 21.83%
2 Healthcare 10.29%
3 Financials 9.88%
4 Consumer Discretionary 9.44%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BFX
5176
DELISTED
BowFlex Inc.
BFX
$8.2K ﹤0.01%
10,650
+9,672
+989% +$7.45K
PMAY icon
5177
Innovator US Equity Power Buffer ETF May
PMAY
$635M
$8.18K ﹤0.01%
260
-46,941
-99% -$1.48M
ISVL icon
5178
iShares International Developed Small Cap Value Factor ETF
ISVL
$49.5M
$8.17K ﹤0.01%
+240
New +$8.17K
SSSS icon
5179
SuRo Capital
SSSS
$221M
$8.17K ﹤0.01%
2,073
+191
+10% +$753
NTCO
5180
DELISTED
Natura &Co Holding S.A. American Depositary Shares (each representing two Common Shares)
NTCO
$8.14K ﹤0.01%
1,190
-102
-8% -$698
AMAX icon
5181
Adaptive Hedged Multi-Asset Income ETF
AMAX
$32.1M
$8.13K ﹤0.01%
+1,067
New +$8.13K
GLBS icon
5182
Globus Maritime Ltd
GLBS
$21.6M
$8.1K ﹤0.01%
3,056
-2,690
-47% -$7.13K
TNA icon
5183
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.24B
$8.09K ﹤0.01%
205
-5,897
-97% -$233K
GNT
5184
GAMCO Natural Resources, Gold & Income Trust
GNT
$114M
$8.07K ﹤0.01%
1,569
-3,203
-67% -$16.5K
FAZ icon
5185
Direxion Daily Financial Bear 3x Shares
FAZ
$110M
$8K ﹤0.01%
585
-1,563
-73% -$21.4K
TCS
5186
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
$8K ﹤0.01%
234
-1,253
-84% -$42.8K
UDN icon
5187
Invesco DB US Dollar Index Bearish Fund
UDN
$147M
$7.98K ﹤0.01%
+433
New +$7.98K
SBB icon
5188
ProShares Short SmallCap600
SBB
$4.82M
$7.97K ﹤0.01%
500
SKM icon
5189
SK Telecom
SKM
$8.36B
$7.94K ﹤0.01%
371
-246,442
-100% -$5.27M
WHG icon
5190
Westwood Holdings Group
WHG
$160M
$7.92K ﹤0.01%
630
+607
+2,639% +$7.63K
CPHI icon
5191
China Pharma Holdings
CPHI
$5.94M
$7.92K ﹤0.01%
+1,308
New +$7.92K
AGRI icon
5192
AgriFORCE Growing Systems
AGRI
$3.14M
$7.89K ﹤0.01%
+19
New +$7.89K
ETV
5193
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.66B
$7.84K ﹤0.01%
636
-260
-29% -$3.21K
DFSU icon
5194
Dimensional US Sustainability Core 1 ETF
DFSU
$1.67B
$7.75K ﹤0.01%
249
-5,261
-95% -$164K
LSXMB
5195
DELISTED
Liberty Media Corporation Series B Liberty SiriusXM Common Stock
LSXMB
$7.74K ﹤0.01%
+270
New +$7.74K
NRXP icon
5196
NRX Pharmaceuticals
NRXP
$66.6M
$7.73K ﹤0.01%
1,681
+1,647
+4,844% +$7.58K
NTIC icon
5197
Northern Technologies International Corp
NTIC
$73.5M
$7.73K ﹤0.01%
656
+647
+7,189% +$7.62K
DRRX icon
5198
DURECT Corp
DRRX
$7.61K ﹤0.01%
12,904
+12,795
+11,739% +$7.55K
PDN icon
5199
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$367M
$7.6K ﹤0.01%
+234
New +$7.6K
AKO.A icon
5200
Embotelladora Andina Series A
AKO.A
$3.12B
$7.58K ﹤0.01%
+600
New +$7.58K