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
-2.75%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$773B
AUM Growth
-$33.3B
Cap. Flow
+$6.18B
Cap. Flow %
0.8%
Top 10 Hldgs %
18.62%
Holding
6,341
New
361
Increased
2,411
Reduced
2,376
Closed
355

Sector Composition

1 Technology 17.24%
2 Healthcare 11.68%
3 Financials 11.59%
4 Consumer Discretionary 9.21%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BNZIW icon
5326
Banzai International, Inc. Warrant
BNZIW
$222K
0
CUT icon
5327
Invesco MSCI Global Timber ETF
CUT
$44.1M
$2K ﹤0.01%
55
DFJ icon
5328
WisdomTree Japan SmallCap Dividend Fund
DFJ
$332M
$2K ﹤0.01%
+29
New +$2K
ECOR icon
5329
electroCore
ECOR
$38.3M
$2K ﹤0.01%
276
+275
+27,500% +$1.99K
ERY icon
5330
Direxion Daily Energy Bear 2X Shares
ERY
$22.1M
$2K ﹤0.01%
38
+36
+1,800% +$1.9K
ETJ
5331
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$608M
$2K ﹤0.01%
+231
New +$2K
GLBS icon
5332
Globus Maritime Ltd
GLBS
$21.4M
$2K ﹤0.01%
663
-5,248
-89% -$15.8K
CBIO
5333
Crescent Biopharma, Inc. Common Stock
CBIO
$178M
$2K ﹤0.01%
15
+3
+25% +$400
GWX icon
5334
SPDR S&P International Small Cap ETF
GWX
$787M
$2K ﹤0.01%
64
GYRE icon
5335
Gyre Therapeutics
GYRE
$764M
$2K ﹤0.01%
411
+404
+5,771% +$1.97K
INKT icon
5336
MiNK Therapeutics
INKT
$69.6M
$2K ﹤0.01%
+94
New +$2K
JFU
5337
9F Inc
JFU
$30.1M
$2K ﹤0.01%
97
-46
-32% -$948
LNSR icon
5338
LENSAR
LNSR
$145M
$2K ﹤0.01%
227
MAPS icon
5339
WM Technology
MAPS
$134M
$2K ﹤0.01%
222
-11,617
-98% -$105K
NUWE icon
5340
Nuwellis
NUWE
$3.66M
0
-$3K
NVVE icon
5341
Nuvve Holding Corp
NVVE
$4.67M
$2K ﹤0.01%
+1
New +$2K
OPAD icon
5342
Offerpad Solutions
OPAD
$122M
$2K ﹤0.01%
27
-234
-90% -$17.3K
REFR icon
5343
Research Frontiers
REFR
$43.1M
$2K ﹤0.01%
1,042
SINT icon
5344
SiNtx Technologies
SINT
$12.7M
0
SNCR icon
5345
Synchronoss Technologies
SNCR
$62.9M
$2K ﹤0.01%
107
-3,249
-97% -$60.7K
SPLB icon
5346
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$920M
$2K ﹤0.01%
+82
New +$2K
SPSM icon
5347
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.8B
$2K ﹤0.01%
50
SPYX icon
5348
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
$2.35B
$2K ﹤0.01%
60
TYO icon
5349
Direxion Daily 7-10 Year Treasury Bear 3X Shares
TYO
$8.96M
$2K ﹤0.01%
230
+200
+667% +$1.74K
UTG icon
5350
Reaves Utility Income Fund
UTG
$3.37B
$2K ﹤0.01%
50