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
-2.33%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$857B
AUM Growth
-$16.8B
Cap. Flow
+$11.9B
Cap. Flow %
1.39%
Top 10 Hldgs %
20.4%
Holding
6,847
New
817
Increased
2,095
Reduced
2,897
Closed
321

Sector Composition

1 Technology 20.05%
2 Healthcare 11.18%
3 Financials 9.56%
4 Consumer Discretionary 9.09%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
RWM icon
6351
ProShares Short Russell2000
RWM
$140M
-573
Closed -$13.1K
SDOW icon
6352
ProShares UltraPro Short Dow 30
SDOW
$167M
-1,908
Closed -$182K
SEF icon
6353
ProShares Short Financials
SEF
$9.19M
-1
Closed -$38
SILO icon
6354
Silo Pharma
SILO
$7.63M
-200
Closed -$410
SJB icon
6355
ProShares Short High Yield
SJB
$68.3M
-1,080
Closed -$19.8K
SKF icon
6356
ProShares UltraShort Financials
SKF
$10M
-2
Closed -$110
SLRX icon
6357
Salarius Pharmaceuticals
SLRX
$2.16M
-8
Closed -$1.49K
SONN icon
6358
Sonnet BioTherapeutics
SONN
$40.7M
-170
Closed -$14.7K
SPPP
6359
Sprott Physical Platinum and Palladium Trust
SPPP
$376M
-2,022
Closed -$22.1K
SPWR icon
6360
Complete Solaria Inc
SPWR
$141M
-214,710
Closed -$2.28M
SPXN icon
6361
ProShares S&P 500 ex-Financials ETF
SPXN
$59.9M
-23,984
Closed -$1.15M
SQNS
6362
Sequans Communications SA
SQNS
$1.38B
-1,644
Closed -$9.17K
SQQQ icon
6363
ProShares UltraPro Short QQQ
SQQQ
$2.08B
-16,318
Closed -$1.54M
SRAD icon
6364
Sportradar
SRAD
$8.96B
-1,978
Closed -$25.5K
TAIL icon
6365
Cambria Tail Risk ETF
TAIL
$98M
-633
Closed -$8.6K
TAGS icon
6366
Teucrium Agricultural Fund
TAGS
$7.91M
-600
Closed -$18.2K
TDTT icon
6367
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.77B
-75
Closed -$1.77K
TIGO icon
6368
Millicom
TIGO
$8.35B
-18,068
Closed -$275K
TMFC icon
6369
Motley Fool 100 Index ETF
TMFC
$1.72B
-200
Closed -$8.15K
TQQQ icon
6370
ProShares UltraPro QQQ
TQQQ
$28.7B
-66,668
Closed -$2.73M
TRMD icon
6371
TORM
TRMD
$2.17B
-675,789
Closed -$16.3M
TSLL icon
6372
Direxion Daily TSLA Bull 2X Shares
TSLL
$8.89B
-23,930
Closed -$415K
TSLS icon
6373
Direxion Daily TSLA Bear 1X Shares
TSLS
$60.5M
-22,353
Closed -$439K
TUA icon
6374
Simplify Short Term Treasury Futures Strategy ETF
TUA
$637M
-32,509
Closed -$737K
UAN icon
6375
CVR Partners
UAN
$959M
-4,961
Closed -$400K