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
ROSC icon
5826
Hartford Multifactor Small Cap ETF
ROSC
$30.8M
-466
Closed -$17K
HIND
5827
Vyome Holdings, Inc. Common Stock
HIND
$210M
0
RSSS icon
5828
Research Solutions
RSSS
$108M
$0 ﹤0.01%
6
RXD icon
5829
ProShares UltraShort Health Care
RXD
$1.18M
$0 ﹤0.01%
2
SABS icon
5830
SAB Biotherapeutics
SABS
$23.6M
$0 ﹤0.01%
88
SARK icon
5831
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$65.8M
-129
Closed -$21K
SFY icon
5832
SoFi Select 500 ETF
SFY
$540M
-6
Closed
SGA icon
5833
Saga Communications
SGA
$76.6M
$0 ﹤0.01%
5
SGML icon
5834
Sigma Lithium
SGML
$716M
$0 ﹤0.01%
13
SIEB icon
5835
Siebert Financial
SIEB
$101M
$0 ﹤0.01%
6
SIFY
5836
Sify Technologies
SIFY
$808M
$0 ﹤0.01%
36
SILO icon
5837
Silo Pharma
SILO
$5.74M
-6
Closed
SINT icon
5838
SiNtx Technologies
SINT
$15.2M
0
SJ icon
5839
Scienjoy Holding
SJ
$28.6M
$0 ﹤0.01%
+114
New
SJT
5840
San Juan Basin Royalty Trust
SJT
$269M
-4
Closed
SLE icon
5841
Super League Enterprise
SLE
$3.22M
0
SMLV icon
5842
SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV
$206M
-244
Closed -$26K
SMSI icon
5843
Smith Micro Software
SMSI
$15.5M
$0 ﹤0.01%
12
+1
+9%
SNGX icon
5844
Soligenix
SNGX
$12.3M
0
SOXS icon
5845
Direxion Daily Semiconductor Bear 3X Shares
SOXS
$1.43B
-2,127
Closed -$840K
SPC icon
5846
CrossingBridge Pre-Merger SPAC ETF
SPC
$26.3M
-1,240
Closed -$26K
SPEU icon
5847
SPDR Portfolio Europe ETF
SPEU
$691M
0
SPRO icon
5848
Spero Therapeutics
SPRO
$121M
$0 ﹤0.01%
236
SPYC icon
5849
Simplify US Equity PLUS Convexity ETF
SPYC
$90.3M
-45
Closed -$1K
SRTY icon
5850
ProShares UltraPro Short Russell2000
SRTY
$79.3M
-1,032
Closed -$56K