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
+8.58%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$806B
AUM Growth
+$54.6B
Cap. Flow
-$1.63B
Cap. Flow %
-0.2%
Top 10 Hldgs %
18.23%
Holding
6,269
New
482
Increased
2,694
Reduced
1,975
Closed
332

Sector Composition

1 Technology 18.04%
2 Financials 11.12%
3 Healthcare 10.53%
4 Consumer Discretionary 10.3%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
WNW icon
5426
Meiwu Technology Co
WNW
$5.89M
$1K ﹤0.01%
+1
New +$1K
YQ
5427
17 Education & Technology Group
YQ
$19.5M
$1K ﹤0.01%
+184
New +$1K
BODI icon
5428
The Beachbody Company, Inc. Class A Common Stock
BODI
$40.8M
$1K ﹤0.01%
14
+12
+600% +$857
GATE
5429
DELISTED
Marblegate Acquisition Corp. Class A Common Stock
GATE
$1K ﹤0.01%
+100
New +$1K
TBNK
5430
DELISTED
Territorial Bancorp Inc.
TBNK
$1K ﹤0.01%
25
AE
5431
DELISTED
Adams Resources & Energy Inc.
AE
$1K ﹤0.01%
+18
New +$1K
VTRU
5432
DELISTED
Vitru Limited Common Shares
VTRU
$1K ﹤0.01%
70
+40
+133% +$571
SAL
5433
DELISTED
Salisbury Bancorp, Inc.
SAL
$1K ﹤0.01%
26
ARVL
5434
DELISTED
Arrival Ordinary Shares
ARVL
$1K ﹤0.01%
4
AMYT
5435
DELISTED
Amryt Pharma plc American Depositary Shares
AMYT
$1K ﹤0.01%
111
+45
+68% +$405
MSAC
5436
DELISTED
Medicus Sciences Acquisition Corp. Class A Ordinary Share
MSAC
$1K ﹤0.01%
+100
New +$1K
ZNH
5437
DELISTED
China Southern Airlines Company Limited
ZNH
$1K ﹤0.01%
50
LOGC
5438
DELISTED
LogicBio Therapeutics, Inc. Common Stock
LOGC
$1K ﹤0.01%
+344
New +$1K
ZNTE
5439
DELISTED
Zanite Acquisition Corp. Class A Common Stock
ZNTE
$1K ﹤0.01%
+87
New +$1K
ZOM
5440
DELISTED
Zomedica Corp.
ZOM
$1K ﹤0.01%
5,029
+913
+22% +$182
NAVB
5441
DELISTED
Navidea Biopharmaceuticals Inc.
NAVB
$1K ﹤0.01%
1,050
PFSW
5442
DELISTED
PFSweb, Inc.
PFSW
$1K ﹤0.01%
+52
New +$1K
INTZ
5443
DELISTED
INTRUSION INC NEW
INTZ
$1K ﹤0.01%
277
-453
-62% -$1.64K
MDLA
5444
DELISTED
Medallia, Inc.
MDLA
-8,234,998
Closed -$279M
MSON
5445
DELISTED
Misonix Inc
MSON
-96,623
Closed -$2.45M
RPAI
5446
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
-4,311,739
Closed -$55.5M
SIC
5447
DELISTED
Select Interior Concepts, Inc. Class A Common Stock
SIC
-167,586
Closed -$2.42M
BOWX
5448
DELISTED
BowX Acquisition Corp. Class A Common Stock
BOWX
-4,813
Closed -$48K
LEGOW
5449
DELISTED
Legato Merger Corp. Warrant
LEGOW
0
-$75K
SCR
5450
DELISTED
Score Media and Gaming Inc. Class A Subordinate Voting Shares
SCR
-1,538,033
Closed -$46.4M