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
+8.58%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$806B
AUM Growth
+$54.6B
Cap. Flow
-$1.63B
Cap. Flow %
-0.2%
Top 10 Hldgs %
18.23%
Holding
6,269
New
482
Increased
2,694
Reduced
1,975
Closed
332

Sector Composition

1 Technology 18.04%
2 Financials 11.12%
3 Healthcare 10.53%
4 Consumer Discretionary 10.3%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PWV icon
5226
Invesco Large Cap Value ETF
PWV
$1.4B
$9K ﹤0.01%
+176
New +$9K
TMFC icon
5227
Motley Fool 100 Index ETF
TMFC
$1.67B
$9K ﹤0.01%
+200
New +$9K
KA
5228
DELISTED
Kineta, Inc. Common Stock
KA
$9K ﹤0.01%
+421
New +$9K
TTOO
5229
DELISTED
T2 Biosystems, Inc
TTOO
$9K ﹤0.01%
4
-7
-64% -$15.8K
NTCO
5230
DELISTED
Natura &Co Holding S.A. American Depositary Shares (each representing two Common Shares)
NTCO
$9K ﹤0.01%
1,005
-1,278,797
-100% -$11.5M
JYAC
5231
DELISTED
Jiya Acquisition Corp. Class A Common Stock
JYAC
$9K ﹤0.01%
900
IBDN
5232
DELISTED
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
$9K ﹤0.01%
350
+315
+900% +$8.1K
DOG icon
5233
ProShares Short Dow30
DOG
$123M
$8K ﹤0.01%
260
+160
+160% +$4.92K
FRSX
5234
Foresight Autonomous Holdings
FRSX
$8.24M
$8K ﹤0.01%
116
-2,439
-95% -$168K
FUN icon
5235
Cedar Fair
FUN
$2.19B
$8K ﹤0.01%
151
-309,416
-100% -$16.4M
GGN
5236
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$769M
$8K ﹤0.01%
2,200
NERD icon
5237
Roundhill Video Games ETF
NERD
$26.7M
$8K ﹤0.01%
332
-400
-55% -$9.64K
PJAN icon
5238
Innovator US Equity Power Buffer ETF January
PJAN
$1.23B
$8K ﹤0.01%
+231
New +$8K
RWL icon
5239
Invesco S&P 500 Revenue ETF
RWL
$6.48B
$8K ﹤0.01%
104
SPBC icon
5240
Simplify US Equity PLUS GBTC ETF
SPBC
$76.8M
$8K ﹤0.01%
300
WDH
5241
Waterdrop
WDH
$676M
$8K ﹤0.01%
6,000
PCTI
5242
DELISTED
PCTEL, Inc. Common Stock
PCTI
$8K ﹤0.01%
+1,476
New +$8K
THACU
5243
DELISTED
Thrive Acquisition Corporation Unit
THACU
$8K ﹤0.01%
+774
New +$8K
SCPS
5244
DELISTED
Scopus BioPharma Inc. Common Stock
SCPS
$8K ﹤0.01%
5,000
EQOS
5245
DELISTED
EQONEX LIMITED Ordinary Shares
EQOS
$8K ﹤0.01%
+4,055
New +$8K
IO
5246
DELISTED
ION Geophysical Corporation
IO
$8K ﹤0.01%
9,530
+8,292
+670% +$6.96K
FXO icon
5247
First Trust Financials AlphaDEX Fund
FXO
$2.23B
$7K ﹤0.01%
144
-56
-28% -$2.72K
GNLN icon
5248
Greenlane Holdings
GNLN
$4.78M
0
-$16K
IMMR icon
5249
Immersion
IMMR
$222M
$7K ﹤0.01%
1,226
-46
-4% -$263
METV icon
5250
Roundhill Ball Metaverse ETF
METV
$324M
$7K ﹤0.01%
+483
New +$7K