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
-2.75%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$773B
AUM Growth
-$33.3B
Cap. Flow
+$6.18B
Cap. Flow %
0.8%
Top 10 Hldgs %
18.62%
Holding
6,341
New
361
Increased
2,411
Reduced
2,376
Closed
355

Sector Composition

1 Technology 17.24%
2 Healthcare 11.68%
3 Financials 11.59%
4 Consumer Discretionary 9.21%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SEAT icon
5876
Vivid Seats
SEAT
$101M
-982
Closed -$214K
SGA icon
5877
Saga Communications
SGA
$77.7M
$0 ﹤0.01%
5
SGMA
5878
DELISTED
Sigmatron International
SGMA
-434
Closed -$4K
SHOT icon
5879
Safety Shot
SHOT
$56.9M
-1
Closed
SIEB icon
5880
Siebert Financial
SIEB
$103M
$0 ﹤0.01%
6
SIFY
5881
Sify Technologies
SIFY
$777M
$0 ﹤0.01%
15
SKOR icon
5882
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
$564M
-122
Closed -$6K
SLDP icon
5883
Solid Power
SLDP
$734M
-10,271
Closed -$90K
SLN
5884
Silence Therapeutics
SLN
$264M
-6,730
Closed -$157K
SLNO icon
5885
Soleno Therapeutics
SLNO
$3.68B
$0 ﹤0.01%
107
+101
+1,683%
SMHI icon
5886
SEACOR Marine Holdings
SMHI
$172M
$0 ﹤0.01%
51
SMLV icon
5887
SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV
$206M
-87
Closed -$10K
SOPH icon
5888
SOPHiA GENETICS
SOPH
$224M
-343
Closed -$5K
SOXL icon
5889
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$11.2B
-42,118
Closed -$2.86M
SOXS icon
5890
Direxion Daily Semiconductor Bear 3X Shares
SOXS
$1.45B
-171
Closed -$59K
SPLG icon
5891
SPDR Portfolio S&P 500 ETF
SPLG
$83.7B
-24
Closed -$1K
SPXL icon
5892
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.46B
-8,890
Closed -$1.28M
SPXU icon
5893
ProShares UltraPro Short S&P 500
SPXU
$526M
-4,228
Closed -$263K
SQQQ icon
5894
ProShares UltraPro Short QQQ
SQQQ
$2.34B
-5,154
Closed -$765K
SRZN icon
5895
Surrozen
SRZN
$105M
$0 ﹤0.01%
+3
New
SSSS icon
5896
SuRo Capital
SSSS
$207M
-3
Closed
SSYS icon
5897
Stratasys
SSYS
$863M
-109
Closed -$3K
STVN icon
5898
Stevanato
STVN
$6.42B
-8,740
Closed -$196K
SWAN icon
5899
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$263M
-409
Closed -$14K
SYBX icon
5900
Synlogic
SYBX
$17.1M
$0 ﹤0.01%
1