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
TARA icon
5901
Protara Therapeutics
TARA
$123M
-1,103
Closed -$7K
THM
5902
International Tower Hill Mines
THM
$289M
$0 ﹤0.01%
500
TIGR
5903
UP Fintech Holding
TIGR
$2.2B
-5,637
Closed -$28K
TIPZ icon
5904
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
$104M
-95
Closed -$6K
TLSI icon
5905
TriSalus Life Sciences
TLSI
$257M
-55,000
Closed -$543K
TMF icon
5906
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
$5.26B
-1,558
Closed -$438K
TMV icon
5907
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
$167M
-4,544
Closed -$62K
TOPS icon
5908
TOP Ships
TOPS
$25.5M
$0 ﹤0.01%
1
-1
-50%
TOUR
5909
Tuniu
TOUR
$101M
$0 ﹤0.01%
25
-491
-95%
TPST icon
5910
Tempest Therapeutics
TPST
$46.8M
$0 ﹤0.01%
+10
New
TRAK icon
5911
ReposiTrak
TRAK
$310M
$0 ﹤0.01%
20
TTT icon
5912
ProShares UltraPro Short 20+ Year Treasury
TTT
$22.9M
-435
Closed -$13K
TUYA
5913
Tuya Inc
TUYA
$1.55B
-506,820
Closed -$3.17M
TWIN icon
5914
Twin Disc
TWIN
$185M
$0 ﹤0.01%
12
TWM icon
5915
ProShares UltraShort Russell2000
TWM
$34.5M
-720
Closed -$47K
UBX
5916
DELISTED
Unity Biotechnology
UBX
0
UDOW icon
5917
ProShares UltraPro Dow 30
UDOW
$709M
-2,473
Closed -$209K
ULBI icon
5918
Ultralife
ULBI
$120M
$0 ﹤0.01%
14
UNB icon
5919
Union Bankshares
UNB
$120M
$0 ﹤0.01%
5
-408
-99%
UNL icon
5920
United States 12 Month Natural Gas Fund
UNL
$10.5M
-1,000
Closed -$12K
UONE icon
5921
Urban One Class A
UONE
$71.7M
-23,914
Closed -$111K
ACNT icon
5922
Ascent Industries
ACNT
$114M
$0 ﹤0.01%
10
ACR
5923
ACRES Commercial Realty
ACR
$158M
-1,867
Closed -$23K
ADVWW
5924
Advantage Solutions Warrant
ADVWW
0
-$35K
AEHR icon
5925
Aehr Test Systems
AEHR
$765M
-46,655
Closed -$1.13M