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
+8.03%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$770B
AUM Growth
+$64.9B
Cap. Flow
+$26.9B
Cap. Flow %
3.5%
Top 10 Hldgs %
17.84%
Holding
6,466
New
534
Increased
3,091
Reduced
1,683
Closed
345

Sector Composition

1 Technology 18.3%
2 Healthcare 11.5%
3 Financials 9.97%
4 Consumer Discretionary 9.25%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
MTEM
5751
DELISTED
Molecular Templates, Inc.
MTEM
$0 ﹤0.01%
40
CPUH
5752
DELISTED
Compute Health Acquisition Corp.
CPUH
$0 ﹤0.01%
+15
New
NSL
5753
DELISTED
NUVEEN SENIOR INCM FD
NSL
-4,310
Closed -$20K
HGEN
5754
DELISTED
HUMANIGEN, INC.
HGEN
$0 ﹤0.01%
69
NMTR
5755
DELISTED
9 Meters Biopharma, Inc. Common Stock
NMTR
$0 ﹤0.01%
7
GGAA
5756
DELISTED
Genesis Growth Tech Acquisition Corp. Class A Ordinary Shares
GGAA
-74,000
Closed -$765K
VBOC
5757
DELISTED
Viscogliosi Brothers Acquisition Corp Common Stock
VBOC
-2,000
Closed -$20K
MDGSW
5758
DELISTED
Medigus Ltd. Series C Warrant
MDGSW
0
TESS
5759
DELISTED
Tessco Technologies Inc
TESS
$0 ﹤0.01%
7
FMIV
5760
DELISTED
Forum Merger IV Corporation Class A Common stock
FMIV
-19,586
Closed -$197K
BICK
5761
DELISTED
First Trust BICK Index Fund
BICK
-609
Closed -$15K
HWKZ
5762
DELISTED
Hawks Acquisition Corp
HWKZ
-2,000
Closed -$20K
STCN
5763
DELISTED
Steel Connect, Inc. Common Stock
STCN
$0 ﹤0.01%
1
ONCR
5764
DELISTED
Oncorus, Inc.
ONCR
$0 ﹤0.01%
353
ACOR
5765
DELISTED
Acorda Therapeutics, Inc.
ACOR
$0 ﹤0.01%
1
BLCM
5766
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
$0 ﹤0.01%
1
PNTM
5767
DELISTED
Pontem Corporation
PNTM
$0 ﹤0.01%
+12
New
LABP
5768
DELISTED
Landos Biopharma, Inc. Common Stock
LABP
$0 ﹤0.01%
61
SEAC
5769
DELISTED
Seachange International Inc
SEAC
$0 ﹤0.01%
6
VNTR
5770
DELISTED
Venator Materials PLC
VNTR
$0 ﹤0.01%
9
-1,568
-99%
EVOJ
5771
DELISTED
Evo Acquisition Corp. Class A Common Stock
EVOJ
-305,458
Closed -$3.13M
IBA
5772
DELISTED
Industrias Bachoco SAB De C.V.
IBA
-1,385
Closed -$71K
CIH
5773
DELISTED
China Index Holdings Limited American Depository Shares
CIH
$0 ﹤0.01%
262
NNBR icon
5774
NN Inc
NNBR
$126M
$0 ﹤0.01%
122
NPCT icon
5775
Nuveen Core Plus Impact Fund
NPCT
$317M
-4,074
Closed -$42K