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
FXB icon
5301
Invesco CurrencyShares British Pound Sterling Trust
FXB
$91M
$4K ﹤0.01%
30
-7
-19% -$933
IEZ icon
5302
iShares US Oil Equipment & Services ETF
IEZ
$114M
$4K ﹤0.01%
290
-2,500
-90% -$34.5K
LYRA icon
5303
Lyra Therapeutics
LYRA
$10.9M
$4K ﹤0.01%
17
+16
+1,600% +$3.77K
ORGN icon
5304
Origin Materials
ORGN
$79.3M
$4K ﹤0.01%
+568
New +$4K
SGMA
5305
DELISTED
Sigmatron International
SGMA
$4K ﹤0.01%
434
+234
+117% +$2.16K
SOGP
5306
Sound Group
SOGP
$106M
$4K ﹤0.01%
219
-95
-30% -$1.74K
WDIV icon
5307
SPDR S&P Global Dividend ETF
WDIV
$225M
$4K ﹤0.01%
54
ALYA
5308
DELISTED
Alithya Group inc. Class A Subordinate Voting Shares
ALYA
$4K ﹤0.01%
1,400
+100
+8% +$286
FFHG
5309
DELISTED
Formula Folios Hedged Growth ETF
FFHG
$4K ﹤0.01%
+100
New +$4K
QTT
5310
DELISTED
Qutoutiao Inc. American Depositary Shares
QTT
$4K ﹤0.01%
1,544
-467
-23% -$1.21K
LHDX
5311
DELISTED
Lucira Health, Inc. Common Stock
LHDX
$4K ﹤0.01%
+463
New +$4K
HAAC
5312
DELISTED
Health Assurance Acquisition Corp. Class A Common Stock
HAAC
$4K ﹤0.01%
+369
New +$4K
BTNB
5313
DELISTED
Bridgetown 2 Holdings Limited Class A Ordinary Shares
BTNB
$4K ﹤0.01%
364
GCACW
5314
DELISTED
Growth Capital Acquisition Corp. Warrant
GCACW
0
NFH
5315
DELISTED
New Frontier Health Corporation Ordinary Shares
NFH
$4K ﹤0.01%
+322
New +$4K
AUBN icon
5316
Auburn National Bancorp
AUBN
$97M
$3K ﹤0.01%
114
CXM icon
5317
Sprinklr
CXM
$1.93B
$3K ﹤0.01%
+162
New +$3K
DXD icon
5318
ProShares UltraShort Dow 30
DXD
$51.5M
$3K ﹤0.01%
72
-160
-69% -$6.67K
EBON icon
5319
Ebang International Holdings
EBON
$24.8M
$3K ﹤0.01%
105
-234
-69% -$6.69K
EVGO icon
5320
EVgo
EVGO
$531M
$3K ﹤0.01%
+305
New +$3K
GGME icon
5321
Invesco Next Gen Media and Gaming ETF
GGME
$159M
$3K ﹤0.01%
60
GRX
5322
Gabelli Healthcare & Wellness Trust
GRX
$147M
$3K ﹤0.01%
225
JFU
5323
9F Inc
JFU
$29.4M
$3K ﹤0.01%
143
+4
+3% +$84
KXIN icon
5324
Kaixin Holdings
KXIN
$7.75M
$3K ﹤0.01%
3
LPCN icon
5325
Lipocine
LPCN
$15.8M
$3K ﹤0.01%
176