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
+11.39%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.12T
AUM Growth
+$146B
Cap. Flow
+$51.6B
Cap. Flow %
4.59%
Top 10 Hldgs %
22.59%
Holding
6,913
New
394
Increased
2,972
Reduced
2,339
Closed
499

Sector Composition

1 Technology 22.83%
2 Healthcare 10.08%
3 Consumer Discretionary 9.55%
4 Financials 9.44%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
AIHS icon
5401
Senmiao Technology Ltd
AIHS
$2.63M
$845 ﹤0.01%
91
-766
-89% -$7.11K
ISCG icon
5402
iShares Morningstar Small-Cap Growth ETF
ISCG
$752M
$838 ﹤0.01%
18
-1,982
-99% -$92.3K
SRET icon
5403
Global X SuperDividend REIT ETF
SRET
$200M
$818 ﹤0.01%
40
ERY icon
5404
Direxion Daily Energy Bear 2X Shares
ERY
$24.9M
$803 ﹤0.01%
37
COCP icon
5405
Cocrystal Pharma
COCP
$12.9M
$776 ﹤0.01%
543
-1,653
-75% -$2.36K
OCFT
5406
OneConnect Financial Technology
OCFT
$284M
$755 ﹤0.01%
+340
New +$755
TIPZ icon
5407
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
$104M
$747 ﹤0.01%
14
-1
-7% -$53
NB
5408
NioCorp Developments
NB
$459M
$743 ﹤0.01%
903
-2,859
-76% -$2.35K
AIVI icon
5409
WisdomTree International AI Enhanced Value Fund
AIVI
$57.1M
$736 ﹤0.01%
17
VIRX
5410
DELISTED
Viracta Therapeutics, Inc. Common Stock
VIRX
$735 ﹤0.01%
721
JHPI icon
5411
John Hancock Preferred Income ETF
JHPI
$113M
$719 ﹤0.01%
+32
New +$719
UBFO icon
5412
United Security Bancshares
UBFO
$171M
$717 ﹤0.01%
93
-5,792
-98% -$44.7K
SNSE icon
5413
Sensei Biotherapeutics
SNSE
$11.6M
$701 ﹤0.01%
33
EWJV icon
5414
iShares MSCI Japan Value ETF
EWJV
$496M
$698 ﹤0.01%
+21
New +$698
PHX
5415
DELISTED
PHX Minerals
PHX
$692 ﹤0.01%
203
-9,731
-98% -$33.2K
SOL
5416
Emeren Group
SOL
$96.5M
$691 ﹤0.01%
+358
New +$691
BNZIW icon
5417
Banzai International Warrant
BNZIW
$294K
0
-$1.78K
TXMD icon
5418
TherapeuticsMD
TXMD
$12.5M
$671 ﹤0.01%
293
ACES icon
5419
ALPS Clean Energy ETF
ACES
$98.5M
$663 ﹤0.01%
22
-41
-65% -$1.24K
ALGS icon
5420
Aligos Therapeutics
ALGS
$67.2M
$663 ﹤0.01%
27
GTH
5421
DELISTED
Genetron Holdings Limited ADS
GTH
$652 ﹤0.01%
+162
New +$652
BJUL icon
5422
Innovator US Equity Buffer ETF July
BJUL
$296M
$645 ﹤0.01%
16
BEST
5423
DELISTED
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
$627 ﹤0.01%
+285
New +$627
OXSQ icon
5424
Oxford Square Capital
OXSQ
$147M
$615 ﹤0.01%
194
-91
-32% -$288
CTMX icon
5425
CytomX Therapeutics
CTMX
$335M
$613 ﹤0.01%
281