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
+11.39%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.12T
AUM Growth
+$146B
Cap. Flow
+$51.6B
Cap. Flow %
4.59%
Top 10 Hldgs %
22.59%
Holding
6,913
New
394
Increased
2,972
Reduced
2,339
Closed
499

Sector Composition

1 Technology 22.83%
2 Healthcare 10.08%
3 Consumer Discretionary 9.55%
4 Financials 9.44%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SRTY icon
6301
ProShares UltraPro Short Russell2000
SRTY
$81.8M
-1,871
Closed -$56.5K
STRT icon
6302
STRATTEC Security
STRT
$279M
-7
Closed -$176
TACK icon
6303
Fairlead Tactical Sector ETF
TACK
$294M
0
TAGG icon
6304
T. Rowe Price QM US Bond ETF
TAGG
$1.47B
-500
Closed -$21.5K
TALKW icon
6305
Talkspace, Inc. Warrant
TALKW
$2.55M
0
-$342
TAYD icon
6306
Taylor Devices
TAYD
$147M
-18
Closed -$398
TBT icon
6307
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$282M
-699
Closed -$21.1K
TECL icon
6308
Direxion Daily Technology Bull 3x Shares
TECL
$3.79B
-205
Closed -$13.7K
TEO icon
6309
Telecom Argentina
TEO
$3.28B
-2,772
Closed -$19.8K
TGS icon
6310
Transportadora de Gas del Sur
TGS
$3.51B
-276,944
Closed -$4.18M
TIGR
6311
UP Fintech Holding
TIGR
$2.04B
-151,479
Closed -$670K
TNA icon
6312
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.19B
-205
Closed -$8.09K
TOLZ icon
6313
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$142M
-318
Closed -$14.5K
TPIF icon
6314
Timothy Plan International ETF
TPIF
$157M
-14,939
Closed -$395K
TPSC icon
6315
Timothy Plan US Small Cap Core ETF
TPSC
$234M
-3,527
Closed -$125K
TPST icon
6316
Tempest Therapeutics
TPST
$47.5M
-8
Closed -$484
TPZ
6317
Tortoise Power & Energy Infrastructure Fund
TPZ
$122M
-10,080
Closed -$141K
TSI
6318
TCW Strategic Income Fund
TSI
$237M
$0 ﹤0.01%
1
TTNP icon
6319
Titan Pharmaceuticals
TTNP
$5.47M
-8
Closed -$64
TUA icon
6320
Simplify Short Term Treasury Futures Strategy ETF
TUA
$644M
-4,334
Closed -$100K
TWM icon
6321
ProShares UltraShort Russell2000
TWM
$34.2M
0
-$12
UAN icon
6322
CVR Partners
UAN
$904M
-16
Closed -$1.05K
UCAR
6323
U Power Ltd
UCAR
$10.3M
-14
Closed -$250
UDOW icon
6324
ProShares UltraPro Dow 30
UDOW
$714M
-3,342
Closed -$249K
ULST icon
6325
SPDR SSGA Ultra Short Term Bond ETF
ULST
$630M
-145
Closed -$5.86K