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
COE
6101
51Talk Online Education Group
COE
$261M
-152
Closed -$1K
COMB icon
6102
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
COMB
$86.2M
-3,574
Closed -$80K
CPAC
6103
Cementos Pacasmayo
CPAC
$584M
-30,000
Closed -$155K
CRDF icon
6104
Cardiff Oncology
CRDF
$136M
$0 ﹤0.01%
26
CREG icon
6105
Smart Powerr
CREG
$3.89M
0
CSBR icon
6106
Champions Oncology
CSBR
$94.7M
$0 ﹤0.01%
11
CSM icon
6107
ProShares Large Cap Core Plus
CSM
$468M
-2,750
Closed -$124K
CTXR icon
6108
Citius Pharmaceuticals
CTXR
$19.1M
$0 ﹤0.01%
3
CUE icon
6109
Cue Biopharma
CUE
$60.6M
$0 ﹤0.01%
39
CULP icon
6110
Culp
CULP
$53.7M
$0 ﹤0.01%
29
CVAC icon
6111
CureVac
CVAC
$1.2B
-418
Closed -$3K
CXAI icon
6112
CXApp
CXAI
$15.3M
$0 ﹤0.01%
+16
New
CYBN
6113
Cybin
CYBN
$144M
-474
Closed -$5K
DBEM icon
6114
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$70.4M
0
DBND icon
6115
DoubleLine Opportunistic Bond ETF
DBND
$529M
-215
Closed -$10K
DBVT
6116
DBV Technologies
DBVT
$254M
$0 ﹤0.01%
20
DEW icon
6117
WisdomTree Global High Dividend Fund
DEW
$122M
-76
Closed -$4K
DFLI icon
6118
Dragonfly Energy
DFLI
$18.4M
-22
Closed -$2K
DOGZ icon
6119
Dogness International Corp
DOGZ
$152M
0
DRIO icon
6120
DarioHealth
DRIO
$24M
$0 ﹤0.01%
1
DRRX icon
6121
DURECT Corp
DRRX
$59.9M
$0 ﹤0.01%
109
DSX icon
6122
Diana Shipping
DSX
$189M
-459
Closed -$1K
DUG icon
6123
ProShares UltraShort Energy
DUG
$10.6M
-257
Closed -$13K
DURA icon
6124
VanEck Durable High Dividend ETF
DURA
$44M
0
DWSH icon
6125
AdvisorShares Dorsey Wright Short ETF
DWSH
$13.1M
-58
Closed -$1K