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
+7.03%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$698B
AUM Growth
+$75.5B
Cap. Flow
+$37.5B
Cap. Flow %
5.37%
Top 10 Hldgs %
16.42%
Holding
5,606
New
543
Increased
2,701
Reduced
1,651
Closed
188

Sector Composition

1 Technology 16.81%
2 Financials 11.84%
3 Consumer Discretionary 10.87%
4 Healthcare 10.26%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
MTL
5326
DELISTED
Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs)
MTL
$0 ﹤0.01%
46
-39,024
-100%
CEO
5327
DELISTED
CNOOC Limited
CEO
-831
Closed -$76K
CHL
5328
DELISTED
China Mobile Limited
CHL
-87,182
Closed -$2.49M
CHU
5329
DELISTED
China Unicom (HONG KONG) Limited
CHU
-17,445
Closed -$99K
DCOM
5330
DELISTED
Dime Community Bancshares
DCOM
-149,969
Closed -$2.37M
CHA
5331
DELISTED
China Telecom Corporation, LTD
CHA
-1,200
Closed -$34K
IMH
5332
DELISTED
Impac Mortgage Holdings Inc.
IMH
$0 ﹤0.01%
1
ACET icon
5333
Adicet Bio
ACET
$59.4M
-381
Closed -$5K
ACIU icon
5334
AC Immune
ACIU
$216M
$0 ﹤0.01%
33
ACNT icon
5335
Ascent Industries
ACNT
$114M
$0 ﹤0.01%
10
-1
-9%
AIHS icon
5336
Senmiao Technology Ltd
AIHS
$3.49M
0
ALOT icon
5337
AstroNova
ALOT
$87.4M
$0 ﹤0.01%
8
ALT icon
5338
Altimmune
ALT
$314M
$0 ﹤0.01%
12
AMPY icon
5339
Amplify Energy
AMPY
$161M
$0 ﹤0.01%
16
AMTX icon
5340
Aemetis
AMTX
$154M
-1,500
Closed -$4K
AOM icon
5341
iShares Core Moderate Allocation ETF
AOM
$1.58B
-1,000
Closed -$43K
ARLP icon
5342
Alliance Resource Partners
ARLP
$2.92B
-1,261
Closed -$6K
ASRT icon
5343
Assertio
ASRT
$77.7M
$0 ﹤0.01%
19
AUPH icon
5344
Aurinia Pharmaceuticals
AUPH
$1.65B
-60
Closed -$1K
SBLX
5345
StableX Technologies, Inc. Common Stock
SBLX
$3.17M
-4
Closed -$3K
BGB
5346
Blackstone Strategic Credit 2027 Term Fund
BGB
$561M
-177,659
Closed -$2.22M
BKSY icon
5347
BlackSky Technology
BKSY
$557M
-32,813
Closed -$2.75M
BKYI
5348
BIO-key International
BKYI
$5.18M
0
RESI
5349
DELISTED
Front Yard Residential Corporation Common Stock
RESI
-333,028
Closed -$5.4M
BLW icon
5350
BlackRock Limited Duration Income Trust
BLW
$549M
-2,873
Closed -$46K