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
-0.07%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$752B
AUM Growth
-$26.6B
Cap. Flow
-$22.8B
Cap. Flow %
-3.03%
Top 10 Hldgs %
17.35%
Holding
6,053
New
374
Increased
1,780
Reduced
2,883
Closed
331

Top Sells

1
AAPL icon
Apple
AAPL
$2.34B
2
AMZN icon
Amazon
AMZN
$1.76B
3
CI icon
Cigna
CI
$1.06B
4
MS icon
Morgan Stanley
MS
$1.05B
5
MSFT icon
Microsoft
MSFT
$1.05B

Sector Composition

1 Technology 16.69%
2 Financials 11.81%
3 Healthcare 10.26%
4 Consumer Discretionary 10%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BWAY
5701
Brainsway
BWAY
$302M
$0 ﹤0.01%
5
BWMX icon
5702
Betterware México
BWMX
$508M
$0 ﹤0.01%
+10
New
BYLD icon
5703
iShares Yield Optimized Bond ETF
BYLD
$249M
-65,954
Closed -$1.67M
BZFD icon
5704
BuzzFeed
BZFD
$68.5M
-27,929
Closed -$1.1M
CAAP icon
5705
Corporacion America
CAAP
$3.43B
-8,149
Closed -$47K
CAPR icon
5706
Capricor Therapeutics
CAPR
$272M
-77
Closed
CBFV icon
5707
CB Financial Services
CBFV
$165M
-1,604
Closed -$36K
CCAP icon
5708
Crescent Capital BDC
CCAP
$590M
$0 ﹤0.01%
+2
New
CCLD icon
5709
CareCloud
CCLD
$148M
-6,041
Closed -$51K
CFFI icon
5710
C&F Financial
CFFI
$233M
-938
Closed -$48K
CKPT
5711
DELISTED
Checkpoint Therapeutics
CKPT
$0 ﹤0.01%
2
-8,628
-100%
CMCL icon
5712
Caledonia Mining Corp
CMCL
$528M
$0 ﹤0.01%
18
-18,378
-100%
CMMB
5713
Chemomab Therapeutics
CMMB
$15.8M
-13
Closed -$1K
COFS icon
5714
Choiceone Financial
COFS
$463M
$0 ﹤0.01%
12
-514
-98%
COMB icon
5715
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
COMB
$86.2M
-550
Closed -$16K
CPA icon
5716
Copa Holdings
CPA
$4.86B
-2,364,783
Closed -$178M
CPER icon
5717
United States Copper Index Fund
CPER
$216M
$0 ﹤0.01%
9
CREG icon
5718
Smart Powerr
CREG
$3.89M
0
CSBR icon
5719
Champions Oncology
CSBR
$95.4M
$0 ﹤0.01%
11
-4,368
-100%
CSTM icon
5720
Constellium
CSTM
$1.95B
-378,654
Closed -$7.18M
CULP icon
5721
Culp
CULP
$54.3M
$0 ﹤0.01%
29
CWCO icon
5722
Consolidated Water Co
CWCO
$534M
-21,412
Closed -$251K
DB icon
5723
Deutsche Bank
DB
$68B
-4,442,410
Closed -$58.1M
DBEM icon
5724
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$70.9M
0
DDL
5725
Dingdong
DDL
$442M
-1,000
Closed -$38K