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
+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
+$806B
Cap. Flow
+$3.53B
Cap. Flow %
0.44%
Top 10 Hldgs %
18.23%
Holding
6,269
New
483
Increased
2,705
Reduced
1,979
Closed
337

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
SMHI icon
5851
SEACOR Marine Holdings
SMHI
$177M
$0 ﹤0.01%
51
SND icon
5852
Smart Sand
SND
$75.5M
$0 ﹤0.01%
25
SONM icon
5853
Sonim Technologies
SONM
$10.5M
-12
Closed
SOXQ icon
5854
Invesco PHLX Semiconductor ETF
SOXQ
$500M
-184,051
Closed -$4.73M
SPGM icon
5855
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.2B
-21,037
Closed -$1.15M
SPHB icon
5856
Invesco S&P 500 High Beta ETF
SPHB
$409M
-280,389
Closed -$20.5M
SPHY icon
5857
SPDR Portfolio High Yield Bond ETF
SPHY
$9.07B
-627,954
Closed -$16.8M
SQNS
5858
Sequans Communications
SQNS
$126M
-218,897
Closed -$961K
SRAD icon
5859
Sportradar
SRAD
$9.01B
-150,946
Closed -$3.42M
SRZN icon
5860
Surrozen
SRZN
$107M
-417
Closed -$3K
SSG icon
5861
ProShares UltraShort Semiconductors
SSG
$7.85M
-30
Closed -$1K
SSSS icon
5862
SuRo Capital
SSSS
$207M
$0 ﹤0.01%
3
-8,018
-100%
SST icon
5863
System1
SST
$55.4M
-160,272
Closed -$1.59M
SYBX icon
5864
Synlogic
SYBX
$17.2M
$0 ﹤0.01%
19
TEO icon
5865
Telecom Argentina
TEO
$3.61B
$0 ﹤0.01%
85
-2
-2%
THM
5866
International Tower Hill Mines
THM
$324M
$0 ﹤0.01%
500
TMC icon
5867
TMC The Metals Company
TMC
$2.34B
0
TOPS icon
5868
TOP Ships
TOPS
$25.7M
$0 ﹤0.01%
387
+28
+8%
TRAK icon
5869
ReposiTrak
TRAK
$298M
$0 ﹤0.01%
20
TRIB
5870
Trinity Biotech
TRIB
$5.07M
-2
Closed
TRMD icon
5871
TORM
TRMD
$2.2B
-11,031
Closed -$85K
TTNP icon
5872
Titan Pharmaceuticals
TTNP
$5.56M
-8
Closed
TUR icon
5873
iShares MSCI Turkey ETF
TUR
$166M
-17,148
Closed -$364K
TUSK icon
5874
Mammoth Energy Services
TUSK
$113M
$0 ﹤0.01%
16
-11,587
-100%
TWIN icon
5875
Twin Disc
TWIN
$178M
$0 ﹤0.01%
12