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
BTCT icon
5201
BTC Digital
BTCT
$24.6M
$1K ﹤0.01%
+3
New +$1K
CAAS icon
5202
China Automotive Systems
CAAS
$141M
$1K ﹤0.01%
+204
New +$1K
CHNR icon
5203
China Natural Resources
CHNR
$5.52M
$1K ﹤0.01%
18
COCP icon
5204
Cocrystal Pharma
COCP
$15.4M
$1K ﹤0.01%
+95
New +$1K
CODX icon
5205
Co-Diagnostics
CODX
$12.1M
$1K ﹤0.01%
80
-43
-35% -$538
DBVT
5206
DBV Technologies
DBVT
$238M
$1K ﹤0.01%
20
DUO
5207
Fangdd Network Group
DUO
$13.8M
0
EFU icon
5208
ProShares Trust UltraShort MSCI EAFE
EFU
$918K
$1K ﹤0.01%
+48
New +$1K
EPM icon
5209
Evolution Petroleum
EPM
$177M
$1K ﹤0.01%
154
-49,267
-100% -$320K
FGBI icon
5210
First Guaranty Bancshares
FGBI
$129M
$1K ﹤0.01%
54
+29
+116% +$537
GLBS icon
5211
Globus Maritime Ltd
GLBS
$21.2M
$1K ﹤0.01%
407
+360
+766% +$885
GVAL icon
5212
Cambria Global Value ETF
GVAL
$318M
$1K ﹤0.01%
30
IMTB icon
5213
iShares Core 5-10 Year USD Bond ETF
IMTB
$256M
$1K ﹤0.01%
+26
New +$1K
KARO icon
5214
Karooooo
KARO
$1.69B
$1K ﹤0.01%
+29
New +$1K
LITB
5215
LightInTheBox
LITB
$32.4M
$1K ﹤0.01%
162
+113
+231% +$698
LXU icon
5216
LSB Industries
LXU
$591M
$1K ﹤0.01%
170
MANU icon
5217
Manchester United
MANU
$2.68B
$1K ﹤0.01%
35
MCHX icon
5218
Marchex
MCHX
$89.2M
$1K ﹤0.01%
226
+183
+426% +$810
MIDU icon
5219
Direxion Daily Mid Cap Bull 3X Shares
MIDU
$76.8M
$1K ﹤0.01%
20
MPU icon
5220
Mega Matrix
MPU
$82.5M
$1K ﹤0.01%
125
-49,875
-100% -$399K
MRBK icon
5221
Meridian
MRBK
$177M
$1K ﹤0.01%
56
-1,646
-97% -$29.4K
NREF
5222
NexPoint Real Estate Finance
NREF
$270M
$1K ﹤0.01%
62
+50
+417% +$806
NVVEW icon
5223
Newborn Acquisition Corp. Warrant
NVVEW
$60.6K
0
-$1K
OCG icon
5224
Oriental Culture Holding
OCG
$80.7M
$1K ﹤0.01%
+29
New +$1K
PETZ icon
5225
TDH Holdings
PETZ
$12.4M
$1K ﹤0.01%
26
+24
+1,200% +$923