JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.45T
 

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
+$752B
Cap. Flow
-$18.1B
Cap. Flow %
-2.41%
Top 10 Hldgs %
17.35%
Holding
6,053
New
375
Increased
1,793
Reduced
2,886
Closed
332

Top Sells

1
AAPL icon
Apple
AAPL
$2.34B
2
AMZN icon
Amazon
AMZN
$1.76B
3
GE icon
GE Aerospace
GE
$1.28B
4
CI icon
Cigna
CI
$1.06B
5
MS icon
Morgan Stanley
MS
$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
CKPT
5776
DELISTED
Checkpoint Therapeutics
CKPT
$0 ﹤0.01%
19
-86,277
-100%
CMCL icon
5777
Caledonia Mining Corp
CMCL
$509M
$0 ﹤0.01%
18
-18,378
-100%
CMMB
5778
Chemomab Therapeutics
CMMB
$16.1M
-51
Closed -$1K
COFS icon
5779
Choiceone Financial
COFS
$463M
$0 ﹤0.01%
12
-514
-98%
COMB icon
5780
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
COMB
$86.9M
-550
Closed -$16K
CPA icon
5781
Copa Holdings
CPA
$4.83B
-2,364,783
Closed -$178M
CPER icon
5782
United States Copper Index Fund
CPER
$219M
$0 ﹤0.01%
9
CREG icon
5783
Smart Powerr
CREG
$4.53M
$0 ﹤0.01%
1
CSBR icon
5784
Champions Oncology
CSBR
$93.8M
$0 ﹤0.01%
11
-4,368
-100%
CSTM icon
5785
Constellium
CSTM
$1.94B
-378,654
Closed -$7.18M
CULP icon
5786
Culp
CULP
$54.4M
$0 ﹤0.01%
29
CWCO icon
5787
Consolidated Water Co
CWCO
$530M
-21,412
Closed -$251K
DB icon
5788
Deutsche Bank
DB
$66.9B
-4,442,410
Closed -$58.1M
DBEM icon
5789
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$70.7M
0
DDL
5790
Dingdong
DDL
$460M
-1,000
Closed -$38K
DFH icon
5791
Dream Finders Homes
DFH
$2.58B
-306
Closed -$7K
DFJ icon
5792
WisdomTree Japan SmallCap Dividend Fund
DFJ
$322M
-213
Closed -$16K
DHX icon
5793
DHI Group
DHX
$132M
$0 ﹤0.01%
61
-36,504
-100%
DMAC icon
5794
DiaMedica Therapeutics
DMAC
$295M
-8,299
Closed -$37K
DOYU
5795
DouYu International Holdings
DOYU
$233M
-202,298
Closed -$1.38M
DSX icon
5796
Diana Shipping
DSX
$190M
-85,251
Closed -$444K
DURA icon
5797
VanEck Durable High Dividend ETF
DURA
$44.4M
0
DYAI icon
5798
Dyadic International
DYAI
$34.4M
$0 ﹤0.01%
29
-54,155
-100%