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
CALC icon
5551
CalciMedica
CALC
$44.3M
-9,015
Closed -$701K
CAPL icon
5552
CrossAmerica Partners
CAPL
$800M
-120
Closed -$2K
CAPR icon
5553
Capricor Therapeutics
CAPR
$272M
$0 ﹤0.01%
+77
New
CDL icon
5554
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$366M
-46
Closed -$2K
CELU icon
5555
Celularity
CELU
$56.5M
-115,977
Closed -$11.7M
CGW icon
5556
Invesco S&P Global Water Index ETF
CGW
$1.01B
-52,217
Closed -$2.57M
CIGI icon
5557
Colliers International
CIGI
$8.41B
-11,261
Closed -$1.11M
CLS icon
5558
Celestica
CLS
$25.5B
-330,026
Closed -$2.76M
COCP icon
5559
Cocrystal Pharma
COCP
$15M
-117
Closed -$2K
CPER icon
5560
United States Copper Index Fund
CPER
$216M
$0 ﹤0.01%
+9
New
CRCT icon
5561
Cricut
CRCT
$1.25B
-10,000
Closed -$198K
CREG icon
5562
Smart Powerr
CREG
$3.89M
0
CSWC icon
5563
Capital Southwest
CSWC
$1.28B
-218
Closed -$5K
CULP icon
5564
Culp
CULP
$54.3M
$0 ﹤0.01%
29
DBEM icon
5565
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$70.9M
0
DRIP icon
5566
Direxion Daily S&P Oil & Gas Exp & Prod Bear 2X Shares
DRIP
$44.8M
-15
Closed -$2K
DRIV icon
5567
Global X Autonomous & Electric Vehicles ETF
DRIV
$333M
-1,900
Closed -$50K
DRN icon
5568
Direxion Daily Real Estate Bull 3X Shares
DRN
$63.4M
-200
Closed -$3K
DUO
5569
Fangdd Network Group
DUO
$10.1M
0
DUST icon
5570
Direxion Daily Gold Miners Index Bear 2X Shares
DUST
$66.3M
-27
Closed -$6K
DWM icon
5571
WisdomTree International Equity Fund
DWM
$592M
-22
Closed -$1K
ECOR icon
5572
electroCore
ECOR
$37.3M
$0 ﹤0.01%
1
-21
-95%
EDV icon
5573
Vanguard World Funds Extended Duration ETF
EDV
$3.55B
-11
Closed -$1K
EDZ icon
5574
Direxion Daily Emerging Markets Bear 3x Shares
EDZ
$14.1M
-350
Closed -$3K
EGY icon
5575
Vaalco Energy
EGY
$411M
-2,985
Closed -$7K