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
STXS icon
5851
Stereotaxis
STXS
$264M
$0 ﹤0.01%
119
SUZ icon
5852
Suzano
SUZ
$11.9B
$0 ﹤0.01%
44
-27,351
-100%
SVAL icon
5853
iShares US Small Cap Value Factor ETF
SVAL
$147M
-164
Closed -$5K
SYBX icon
5854
Synlogic
SYBX
$17.1M
$0 ﹤0.01%
29
-2
-6%
SYRE icon
5855
Spyre Therapeutics
SYRE
$1.03B
$0 ﹤0.01%
43
TALKW icon
5856
Talkspace, Inc. Warrant
TALKW
$2.41M
0
-$3K
TBIL
5857
US Treasury 3 Month Bill ETF
TBIL
$6B
-2,418
Closed -$121K
TDV icon
5858
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$257M
-28
Closed -$2K
TFPM icon
5859
Triple Flag Precious Metals
TFPM
$5.85B
-3,500
Closed -$48K
TGL icon
5860
Treasure Global
TGL
$3.53M
0
THM
5861
International Tower Hill Mines
THM
$293M
$0 ﹤0.01%
500
TISI icon
5862
Team
TISI
$86.4M
$0 ﹤0.01%
17
+6
+55%
TKC icon
5863
Turkcell
TKC
$4.83B
$0 ﹤0.01%
52
-108,092
-100%
TLPH icon
5864
Talphera
TLPH
$11.3M
$0 ﹤0.01%
175
-33
-16%
TOON icon
5865
Kartoon Studios
TOON
$38.5M
$0 ﹤0.01%
27
-254
-90%
TSLL icon
5866
Direxion Daily TSLA Bull 2X Shares
TSLL
$6.33B
-24,760
Closed -$155K
TTNP icon
5867
Titan Pharmaceuticals
TTNP
$5.63M
$0 ﹤0.01%
3
TUSK icon
5868
Mammoth Energy Services
TUSK
$110M
$0 ﹤0.01%
16
TZA icon
5869
Direxion Daily Small Cap Bear 3x Shares
TZA
$287M
-11,681
Closed -$411K
TZOO icon
5870
Travelzoo
TZOO
$104M
$0 ﹤0.01%
7
-3,210
-100%
UAN icon
5871
CVR Partners
UAN
$930M
-64,162
Closed -$6.45M
UBT icon
5872
ProShares Ultra 20+ Year Treasury
UBT
$131M
-185
Closed -$4K
UGL icon
5873
ProShares Ultra Gold
UGL
$618M
-676
Closed -$9K
UGRO icon
5874
urban-gro
UGRO
$6.31M
$0 ﹤0.01%
+49
New
ULBI icon
5875
Ultralife
ULBI
$119M
$0 ﹤0.01%
14