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
-0.07%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$752B
AUM Growth
-$26.6B
Cap. Flow
-$22.8B
Cap. Flow %
-3.03%
Top 10 Hldgs %
17.35%
Holding
6,053
New
374
Increased
1,780
Reduced
2,883
Closed
331

Top Sells

1
AAPL icon
Apple
AAPL
$2.34B
2
AMZN icon
Amazon
AMZN
$1.76B
3
CI icon
Cigna
CI
$1.06B
4
MS icon
Morgan Stanley
MS
$1.05B
5
MSFT icon
Microsoft
MSFT
$1.05B

Sector Composition

1 Technology 16.69%
2 Financials 11.81%
3 Healthcare 10.26%
4 Consumer Discretionary 10%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
VINP icon
5426
Vinci Compass Investments Ltd. Class A Common Shares
VINP
$642M
-3,176
Closed -$46K
VNCE icon
5427
Vince Holding
VNCE
$19.4M
$0 ﹤0.01%
4
VNLA icon
5428
Janus Henderson Short Duration Income ETF
VNLA
$2.75B
-1,935
Closed -$97K
VNRX icon
5429
VolitionRX
VNRX
$64.8M
-35,798
Closed -$118K
VTVT icon
5430
vTv Therapeutics
VTVT
$47.9M
-76
Closed -$7K
WCLD icon
5431
WisdomTree Cloud Computing Fund
WCLD
$342M
-136,654
Closed -$7.64M
WEYS icon
5432
Weyco Group
WEYS
$294M
$0 ﹤0.01%
2
WYY icon
5433
WidePoint Corp
WYY
$49.2M
-1,026
Closed -$7K
XAIR icon
5434
Beyond Air
XAIR
$11.5M
-1
Closed
XFOR icon
5435
X4 Pharmaceuticals
XFOR
$78.6M
-1,578
Closed -$308K
YALA
5436
Yalla Group
YALA
$1.19B
0
YCBD icon
5437
cbdMD
YCBD
$6.51M
0
YLD icon
5438
Principal Active High Yield ETF
YLD
$368M
-2,170
Closed -$45K
YMM icon
5439
Full Truck Alliance
YMM
$13.9B
-2,840,000
Closed -$57.9M
YSG
5440
Yatsen Holding
YSG
$881M
-71,057
Closed -$3.33M
ZDGE icon
5441
Zedge
ZDGE
$41.4M
-40,195
Closed -$740K
ZEPP
5442
Zepp Health
ZEPP
$718M
-628
Closed -$30K
ZETA icon
5443
Zeta Global
ZETA
$4.5B
-401
Closed -$3K
ZH
5444
Zhihu
ZH
$428M
-2,890
Closed -$235K
ZIP icon
5445
ZipRecruiter
ZIP
$421M
-5,896
Closed -$147K
ZKIN icon
5446
ZK International Group
ZKIN
$9.55M
$0 ﹤0.01%
+19
New
ZROZ icon
5447
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.66B
-15
Closed -$2K
ZSL icon
5448
ProShares UltraShort Silver
ZSL
$20M
-11
Closed -$1K
ABTC
5449
American Bitcoin Corp. Class A Common Stock
ABTC
$613M
0
BODI icon
5450
The Beachbody Company, Inc. Class A Common Stock
BODI
$40.8M
$0 ﹤0.01%
+2
New