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
-2.33%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$857B
AUM Growth
-$16.8B
Cap. Flow
+$11.9B
Cap. Flow %
1.39%
Top 10 Hldgs %
20.4%
Holding
6,847
New
817
Increased
2,095
Reduced
2,897
Closed
321

Sector Composition

1 Technology 20.05%
2 Healthcare 11.18%
3 Financials 9.56%
4 Consumer Discretionary 9.09%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CMDT icon
5426
PIMCO Commodity Strategy Active Exchange-Traded Fund
CMDT
$594M
$1.07K ﹤0.01%
+39
New +$1.07K
BBAR icon
5427
BBVA Argentina
BBAR
$1.67B
$1.06K ﹤0.01%
256
WWR icon
5428
Westwater Resources
WWR
$63.9M
$1.06K ﹤0.01%
1,591
+59
+4% +$39
FTCH
5429
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
$1.05K ﹤0.01%
500
-1,000
-67% -$2.09K
LEDS icon
5430
SemiLEDS
LEDS
$17.4M
$1.04K ﹤0.01%
+600
New +$1.04K
NB
5431
NioCorp Developments
NB
$456M
$1.04K ﹤0.01%
1,263
-290
-19% -$238
DFJ icon
5432
WisdomTree Japan SmallCap Dividend Fund
DFJ
$319M
$1.03K ﹤0.01%
15
PXLW icon
5433
Pixelworks
PXLW
$57.4M
$1.02K ﹤0.01%
76
+5
+7% +$67
DMO
5434
Western Asset Mortgage Opportunity Fund
DMO
$137M
$1.02K ﹤0.01%
95
+16
+20% +$171
FENG
5435
Phoenix New Media
FENG
$30.7M
$1.01K ﹤0.01%
+800
New +$1.01K
SNCR icon
5436
Synchronoss Technologies
SNCR
$73.8M
$1.01K ﹤0.01%
117
+10
+9% +$86
OPAL icon
5437
OPAL Fuels
OPAL
$63.8M
$1K ﹤0.01%
122
-89,040
-100% -$730K
NUTX
5438
Nutex Health
NUTX
$534M
$998 ﹤0.01%
33
+2
+6% +$60
PYXS icon
5439
Pyxis Oncology
PYXS
$140M
$995 ﹤0.01%
500
-3,813
-88% -$7.59K
DGXX
5440
Digi Power X Inc
DGXX
$109M
$994 ﹤0.01%
+132
New +$994
MPAA icon
5441
Motorcar Parts of America
MPAA
$320M
$979 ﹤0.01%
121
-5,197
-98% -$42K
JHAA
5442
DELISTED
Nuveen Corporate Income 2023 Target Term Fund
JHAA
$973 ﹤0.01%
+102
New +$973
APLT icon
5443
Applied Therapeutics
APLT
$62.6M
$966 ﹤0.01%
388
-26,715
-99% -$66.5K
TXMD icon
5444
TherapeuticsMD
TXMD
$12.6M
$945 ﹤0.01%
313
PVBC icon
5445
Provident Bancorp
PVBC
$227M
$940 ﹤0.01%
97
-1,285
-93% -$12.5K
TBLT
5446
DELISTED
ToughBuilt Industries, Inc. Common Stock
TBLT
$926 ﹤0.01%
73
+67
+1,117% +$850
PTLC icon
5447
Pacer Trendpilot US Large Cap ETF
PTLC
$3.45B
$919 ﹤0.01%
23
-84
-79% -$3.36K
PHUN icon
5448
Phunware
PHUN
$58.5M
$915 ﹤0.01%
102
+2
+2% +$18
TCHP icon
5449
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.58B
$915 ﹤0.01%
33
+21
+175% +$582
BJDX icon
5450
Bluejay Diagnostics
BJDX
$2.18M
$914 ﹤0.01%
+1
New +$914