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
FENG
5276
Phoenix New Media
FENG
$27.6M
$5K ﹤0.01%
891
-288
-24% -$1.62K
GMF icon
5277
SPDR S&P Emerging Asia Pacific ETF
GMF
$388M
$5K ﹤0.01%
43
-1,086
-96% -$126K
HYHG icon
5278
ProShares High Yield-Interest Rate Hedged ETF
HYHG
$166M
$5K ﹤0.01%
+79
New +$5K
IFRX icon
5279
InflaRx
IFRX
$114M
$5K ﹤0.01%
992
+383
+63% +$1.93K
INDY icon
5280
iShares S&P India Nifty 50 Index Fund
INDY
$652M
$5K ﹤0.01%
114
INSE icon
5281
Inspired Entertainment
INSE
$249M
$5K ﹤0.01%
370
-2,091
-85% -$28.3K
LXP.PRC icon
5282
LXP Industrial Trust 6.5% Series C Cumulative Convertible Preferred Stock
LXP.PRC
$91.7M
$5K ﹤0.01%
+78
New +$5K
MX icon
5283
Magnachip Semiconductor
MX
$111M
$5K ﹤0.01%
217
-184,676
-100% -$4.26M
NEXT icon
5284
NextDecade
NEXT
$2.16B
$5K ﹤0.01%
1,712
+1,703
+18,922% +$4.97K
RING icon
5285
iShares MSCI Global Gold Miners ETF
RING
$2.09B
$5K ﹤0.01%
175
RSPD icon
5286
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$221M
$5K ﹤0.01%
96
RWM icon
5287
ProShares Short Russell2000
RWM
$127M
$5K ﹤0.01%
234
-589
-72% -$12.6K
SOPH icon
5288
SOPHiA GENETICS
SOPH
$218M
$5K ﹤0.01%
343
-150
-30% -$2.19K
XNET
5289
Xunlei
XNET
$442M
$5K ﹤0.01%
2,655
+631
+31% +$1.19K
DJT icon
5290
Trump Media & Technology Group
DJT
$4.76B
$5K ﹤0.01%
+88
New +$5K
AMBR
5291
Amber International Holding Limited American Depositary Shares
AMBR
$378M
$5K ﹤0.01%
111
-182
-62% -$8.2K
AUMN
5292
DELISTED
Golden Minerals Company
AUMN
$5K ﹤0.01%
603
LKCO
5293
DELISTED
Luokung Technology Corp Ordinary Shares
LKCO
$5K ﹤0.01%
36
CEM
5294
DELISTED
ClearBridge MLP and Midstream Fund Inc.
CEM
$5K ﹤0.01%
200
-240
-55% -$6K
AGFS
5295
DELISTED
AgroFresh Solutions, Inc. Common Stock
AGFS
$5K ﹤0.01%
2,594
+2,545
+5,194% +$4.91K
HNP
5296
DELISTED
Huaneng Power Intl, Inc.
HNP
$5K ﹤0.01%
200
GWGH
5297
DELISTED
GWG Holdings, Inc
GWGH
$5K ﹤0.01%
532
+531
+53,100% +$4.99K
EGPT
5298
DELISTED
VanEck Egypt Index ETF
EGPT
$5K ﹤0.01%
175
-1,600
-90% -$45.7K
BBU
5299
Brookfield Business Partners
BBU
$2.39B
$4K ﹤0.01%
114
-279
-71% -$9.79K
CNET icon
5300
ZW Data Action Technologies
CNET
$4.47M
$4K ﹤0.01%
210