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
QNRX
5426
Quoin Pharmaceuticals
QNRX
$4.01M
$612 ﹤0.01%
+18
New +$612
ECAT icon
5427
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.63B
$608 ﹤0.01%
35
-14,195
-100% -$247K
LPTX icon
5428
Leap Therapeutics
LPTX
$12.8M
$604 ﹤0.01%
227
-40
-15% -$106
GNSS icon
5429
Genasys
GNSS
$114M
$602 ﹤0.01%
254
-562
-69% -$1.33K
CMPS
5430
Compass Pathways
CMPS
$476M
$599 ﹤0.01%
72
FNGR icon
5431
FingerMotion
FNGR
$96.8M
$599 ﹤0.01%
+285
New +$599
JRI icon
5432
Nuveen Real Asset Income & Growth Fund
JRI
$380M
$593 ﹤0.01%
50
NKTR icon
5433
Nektar Therapeutics
NKTR
$1.1B
$589 ﹤0.01%
42
COPP icon
5434
Sprott Copper Miners ETF
COPP
$37.1M
$583 ﹤0.01%
+25
New +$583
SLX icon
5435
VanEck Steel ETF
SLX
$84.6M
$581 ﹤0.01%
8
PPBT
5436
Purple Biotech
PPBT
$3.44M
$575 ﹤0.01%
+43
New +$575
XOS icon
5437
Xos
XOS
$25.1M
$563 ﹤0.01%
55
+53
+2,650% +$543
DUST icon
5438
Direxion Daily Gold Miners Index Bear 2X Shares
DUST
$51M
$560 ﹤0.01%
+6
New +$560
AADR icon
5439
AdvisorShares Dorsey Wright ADR ETF
AADR
$45.5M
$554 ﹤0.01%
8
SCTL
5440
DELISTED
Societal CDMO, Inc. Common Stock
SCTL
$542 ﹤0.01%
+502
New +$542
CNF
5441
CNFinance Holdings
CNF
$21.5M
$538 ﹤0.01%
260
+259
+25,900% +$536
ADVM icon
5442
Adverum Biotechnologies
ADVM
$72.6M
$537 ﹤0.01%
38
-3
-7% -$42
IMUX icon
5443
Immunic
IMUX
$88.2M
$537 ﹤0.01%
407
TUP
5444
DELISTED
Tupperware Brands Corporation
TUP
$535 ﹤0.01%
399
-3,938
-91% -$5.28K
INSG icon
5445
Inseego
INSG
$201M
$532 ﹤0.01%
190
VIXY icon
5446
ProShares VIX Short-Term Futures ETF
VIXY
$80.1M
$531 ﹤0.01%
10
+2
+25% +$106
GURU icon
5447
Global X Guru Index ETF
GURU
$55.2M
$522 ﹤0.01%
12
VYNE icon
5448
VYNE Therapeutics
VYNE
$7.98M
$520 ﹤0.01%
169
+23
+16% +$71
HART
5449
DELISTED
IQ Healthy Hearts ETF
HART
$512 ﹤0.01%
17
RVNU icon
5450
Xtrackers Municipal Infrastructure Revenue Bond ETF
RVNU
$135M
$511 ﹤0.01%
19
-2,318
-99% -$62.3K