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
-12.5%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$675B
AUM Growth
-$98.2B
Cap. Flow
+$17.3B
Cap. Flow %
2.56%
Top 10 Hldgs %
18.65%
Holding
6,293
New
347
Increased
2,296
Reduced
2,464
Closed
421

Sector Composition

1 Technology 16%
2 Healthcare 13.32%
3 Financials 11.15%
4 Consumer Discretionary 8.38%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SCHK icon
5676
Schwab 1000 Index ETF
SCHK
$4.52B
-474
Closed -$10K
SCHM icon
5677
Schwab US Mid-Cap ETF
SCHM
$12.3B
-789
Closed -$20K
SCOR icon
5678
Comscore
SCOR
$32.1M
-1,642
Closed -$96K
SCYX icon
5679
SCYNEXIS
SCYX
$37.3M
-4,278
Closed -$17K
SEIX icon
5680
Virtus SEIX Senior Loan ETF
SEIX
$314M
-50,000
Closed -$1.23M
SGA icon
5681
Saga Communications
SGA
$76.6M
$0 ﹤0.01%
5
SHYD icon
5682
VanEck Short High Yield Muni ETF
SHYD
$347M
-101,629
Closed -$2.36M
SIEB icon
5683
Siebert Financial
SIEB
$101M
$0 ﹤0.01%
6
SKYX icon
5684
SKYX Platforms
SKYX
$133M
-32,733
Closed -$421K
SLI
5685
Standard Lithium
SLI
$626M
-216,460
Closed -$1.91M
SLNO icon
5686
Soleno Therapeutics
SLNO
$3.71B
$0 ﹤0.01%
6
-101
-94%
SLRX icon
5687
Salarius Pharmaceuticals
SLRX
$2.4M
-1
Closed -$1K
SMHI icon
5688
SEACOR Marine Holdings
SMHI
$174M
$0 ﹤0.01%
51
SMSI icon
5689
Smith Micro Software
SMSI
$15.5M
$0 ﹤0.01%
11
-3,288
-100%
SNTI icon
5690
Senti Biosciences
SNTI
$36.4M
-55,198
Closed -$5.45M
SOGP
5691
Sound Group
SOGP
$162M
-190
Closed -$3K
SONN icon
5692
Sonnet BioTherapeutics
SONN
$19.5M
-6
Closed -$5K
SOPA icon
5693
Society Pass
SOPA
$7.27M
-118
Closed -$5K
SOS
5694
SOS Ltd
SOS
$10.9M
-10
Closed -$4K
SOXS icon
5695
Direxion Daily Semiconductor Bear 3X Shares
SOXS
$1.43B
0
SPEM icon
5696
SPDR Portfolio Emerging Markets ETF
SPEM
$13.3B
$0 ﹤0.01%
8
-144,179
-100%
SPXX icon
5697
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$326M
$0 ﹤0.01%
24
-776
-97%
SRZN icon
5698
Surrozen
SRZN
$105M
-3
Closed
SSO icon
5699
ProShares Ultra S&P500
SSO
$7.2B
-14,798
Closed -$971K
STKH
5700
Steakholder Foods
STKH
$2.83M
0