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
+7.26%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$778B
AUM Growth
+$81B
Cap. Flow
+$31.6B
Cap. Flow %
4.05%
Top 10 Hldgs %
17%
Holding
5,911
New
434
Increased
2,093
Reduced
2,484
Closed
243

Sector Composition

1 Technology 16.86%
2 Financials 11.83%
3 Consumer Discretionary 10.54%
4 Healthcare 10.31%
5 Industrials 8.16%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
RDVT icon
5426
Red Violet
RDVT
$715M
-2,543
Closed -$47K
RMCF icon
5427
Rocky Mountain Chocolate Factory
RMCF
$12M
-3,000
Closed -$16K
RODM icon
5428
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.24B
-7,727
Closed -$229K
HIND
5429
Vyome Holdings, Inc. Common Stock
HIND
$210M
0
SCHC icon
5430
Schwab International Small-Cap Equity ETF
SCHC
$4.87B
-26
Closed -$1K
SCYX icon
5431
SCYNEXIS
SCYX
$38.4M
-175
Closed -$1K
SEMR icon
5432
Semrush
SEMR
$1.15B
-16,188
Closed -$193K
SGA icon
5433
Saga Communications
SGA
$77.6M
$0 ﹤0.01%
5
-12,021
-100%
SIFY
5434
Sify Technologies
SIFY
$808M
$0 ﹤0.01%
15
SINT icon
5435
SiNtx Technologies
SINT
$12.7M
0
SMHI icon
5436
SEACOR Marine Holdings
SMHI
$174M
$0 ﹤0.01%
51
SND icon
5437
Smart Sand
SND
$76.7M
$0 ﹤0.01%
25
SONM icon
5438
Sonim Technologies
SONM
$10.4M
0
SPEU icon
5439
SPDR Portfolio Europe ETF
SPEU
$697M
0
SPTM icon
5440
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.1B
-308
Closed -$15K
SPTS icon
5441
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
0
SRVR icon
5442
Pacer Data & Infrastructure Real Estate ETF
SRVR
$427M
-3
Closed
STRT icon
5443
STRATTEC Security
STRT
$275M
-708
Closed -$33K
SYBX icon
5444
Synlogic
SYBX
$17.2M
$0 ﹤0.01%
1
TDF
5445
Templeton Dragon Fund
TDF
$285M
-152
Closed -$4K
TGLS icon
5446
Tecnoglass
TGLS
$3.38B
-50
Closed -$1K
TNA icon
5447
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.24B
-405
Closed -$36K
TOPS icon
5448
TOP Ships
TOPS
$25.7M
0
TPST icon
5449
Tempest Therapeutics
TPST
$48.2M
$0 ﹤0.01%
+1
New
TROO icon
5450
TROOPS Inc
TROO
$126M
-2,467
Closed -$5K