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
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TSQ icon
5451
Townsquare Media
TSQ
$120M
-1,192
Closed -$13K
TTNP icon
5452
Titan Pharmaceuticals
TTNP
$5.43M
$0 ﹤0.01%
1
-3
-75%
TWIN icon
5453
Twin Disc
TWIN
$189M
$0 ﹤0.01%
12
UGA icon
5454
United States Gasoline Fund
UGA
$76.2M
-10
Closed
UNL icon
5455
United States 12 Month Natural Gas Fund
UNL
$10.5M
-500
Closed -$4K
USB.PRH icon
5456
US Bancorp Depositary Shares (1/1,000 Interest in Ser. B Non-Cum. Prptl. Prfrd. Stock)
USB.PRH
$812M
0
UVXY icon
5457
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$647M
-347
Closed -$980K
UXI icon
5458
ProShares Ultra Industrials
UXI
$25M
-4,000
Closed -$120K
UXIN
5459
Uxin Ltd
UXIN
$705M
-83
Closed -$10K
UYM icon
5460
ProShares Ultra Materials
UYM
$35.7M
-5,600
Closed -$124K
VANI icon
5461
Vivani Medical
VANI
$75.8M
$0 ﹤0.01%
+21
New
VIV icon
5462
Telefônica Brasil
VIV
$19.9B
-45,123
Closed -$355K
VNCE icon
5463
Vince Holding
VNCE
$19M
$0 ﹤0.01%
4
VRDN icon
5464
Viridian Therapeutics
VRDN
$1.62B
-10
Closed
VRNA
5465
Verona Pharma
VRNA
$9.19B
-35
Closed
VTHR icon
5466
Vanguard Russell 3000 ETF
VTHR
$3.56B
-250
Closed -$46K
WEAT icon
5467
Teucrium Wheat Fund
WEAT
$118M
$0 ﹤0.01%
4
-10
-71%
WEYS icon
5468
Weyco Group
WEYS
$291M
$0 ﹤0.01%
2
-17,471
-100%
WFRD icon
5469
Weatherford International
WFRD
$4.44B
$0 ﹤0.01%
+13
New
WWR icon
5470
Westwater Resources
WWR
$61.8M
-157,868
Closed -$848K
XAIR icon
5471
Beyond Air
XAIR
$17.3M
$0 ﹤0.01%
1
-325
-100%
XIN
5472
DELISTED
Xinyuan Real Estate
XIN
-10
Closed
YALA
5473
Yalla Group
YALA
$1.16B
0
YCBD icon
5474
cbdMD
YCBD
$6.31M
0
YQ
5475
17 Education & Technology Group
YQ
$21.9M
-13,825
Closed -$1.97M