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
+8.58%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$806B
AUM Growth
+$54.6B
Cap. Flow
-$1.63B
Cap. Flow %
-0.2%
Top 10 Hldgs %
18.23%
Holding
6,269
New
482
Increased
2,694
Reduced
1,975
Closed
332

Sector Composition

1 Technology 18.04%
2 Financials 11.12%
3 Healthcare 10.53%
4 Consumer Discretionary 10.3%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SIEB icon
5826
Siebert Financial
SIEB
$105M
$0 ﹤0.01%
6
SIFY
5827
Sify Technologies
SIFY
$734M
$0 ﹤0.01%
15
-1,346
-99%
SINT icon
5828
SiNtx Technologies
SINT
$13.2M
0
SJT
5829
San Juan Basin Royalty Trust
SJT
$271M
-9
Closed
SLNO icon
5830
Soleno Therapeutics
SLNO
$3.6B
$0 ﹤0.01%
6
SLYV icon
5831
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.09B
-706
Closed -$58K
SMHI icon
5832
SEACOR Marine Holdings
SMHI
$176M
$0 ﹤0.01%
51
SND icon
5833
Smart Sand
SND
$77.5M
$0 ﹤0.01%
25
SONM icon
5834
Sonim Technologies
SONM
$10.8M
-1
Closed
SOXQ icon
5835
Invesco PHLX Semiconductor ETF
SOXQ
$516M
-184,051
Closed -$4.73M
SPGM icon
5836
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.21B
-21,037
Closed -$1.15M
SPHB icon
5837
Invesco S&P 500 High Beta ETF
SPHB
$415M
-280,389
Closed -$20.5M
SPHY icon
5838
SPDR Portfolio High Yield Bond ETF
SPHY
$9.12B
-627,954
Closed -$16.8M
SQNS
5839
Sequans Communications
SQNS
$123M
-87,559
Closed -$961K
SRAD icon
5840
Sportradar
SRAD
$9.03B
-150,946
Closed -$3.42M
SRZN icon
5841
Surrozen
SRZN
$106M
-28
Closed -$3K
SSG icon
5842
ProShares UltraShort Semiconductors
SSG
$7.69M
-1
Closed -$1K
SSSS icon
5843
SuRo Capital
SSSS
$207M
$0 ﹤0.01%
3
-8,018
-100%
SST icon
5844
System1
SST
$60.5M
-16,027
Closed -$1.59M
SYBX icon
5845
Synlogic
SYBX
$17.1M
$0 ﹤0.01%
1
TEO icon
5846
Telecom Argentina
TEO
$3.61B
$0 ﹤0.01%
85
-2
-2%
THM
5847
International Tower Hill Mines
THM
$295M
$0 ﹤0.01%
500
TMC icon
5848
TMC The Metals Company
TMC
$2.04B
0
TOPS icon
5849
TOP Ships
TOPS
$25.9M
$0 ﹤0.01%
2
+1
+100%
TRAK icon
5850
ReposiTrak
TRAK
$311M
$0 ﹤0.01%
20