JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.45T
 

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
+11.29%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$979B
AUM Growth
+$979B
Cap. Flow
+$29.6B
Cap. Flow %
3.02%
Top 10 Hldgs %
20.99%
Holding
6,985
New
448
Increased
3,306
Reduced
2,083
Closed
490

Sector Composition

1 Technology 21.83%
2 Healthcare 10.29%
3 Financials 9.88%
4 Consumer Discretionary 9.44%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BSMN
6551
DELISTED
Invesco BulletShares 2023 Municipal Bond ETF
BSMN
-629
Closed -$15.8K
UPWD
6552
DELISTED
JPMorgan Social Advancement ETF
UPWD
-200,000
Closed -$10.5M
RBT
6553
DELISTED
Rubicon Technologies, Inc.
RBT
-13
Closed -$27
AXLA
6554
DELISTED
Axcella Health Inc. Common Stock
AXLA
-1,073
Closed -$11.2K
IDEX
6555
DELISTED
Ideanomics, Inc. Common Stock
IDEX
-3,516
Closed -$8.54K
EVLO
6556
DELISTED
Evelo Biosciences, Inc. Common Stock
EVLO
-3,162
Closed -$12.4K
SFT
6557
DELISTED
Shift Technologies, Inc. Class A Common Stock
SFT
-36
Closed -$58
UPH
6558
DELISTED
UpHealth, Inc.
UPH
-8
Closed -$8
ELOX
6559
DELISTED
Eloxx Pharmaceuticals, Inc. Common Stock
ELOX
-1
Closed -$5
MF
6560
DELISTED
Missfresh Limited American Depositary Shares
MF
-65
Closed -$59
ATHX
6561
DELISTED
Athersys, Inc. Common Stock
ATHX
-1,341
Closed -$580
IBDO
6562
DELISTED
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
-298
Closed -$7.56K
TTP
6563
DELISTED
TORTOISE PIPELINE & ENERGY FUND, INC.
TTP
-567
Closed -$15.9K
CFRX
6564
DELISTED
ContraFect Corporation
CFRX
-62
Closed -$36
HZNP
6565
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
-5,042,293
Closed -$583M
NAVB
6566
DELISTED
Navidea Biopharmaceuticals Inc.
NAVB
-1,300
Closed -$116
SHNY
6567
DELISTED
Direxion Daily Silver Miners Index Bull 2X Shares
SHNY
0
ESTE
6568
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
-161,519
Closed -$3.27M
DENT
6569
DELISTED
ADVISORSHARES TR DENT TACTICAL ETF
DENT
0
ATVI
6570
DELISTED
Activision Blizzard Inc.
ATVI
-11,275,826
Closed -$1.06B
MNP
6571
DELISTED
Western Asset Municipal Partners Fund, Inc.
MNP
-2,501
Closed -$26.5K
IBTD
6572
DELISTED
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
-7,050
Closed -$175K
AAIC
6573
DELISTED
Arlington Asset Investment Corp.
AAIC
-513
Closed -$2.2K
BSCN
6574
DELISTED
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
-6,300
Closed -$134K
DUET
6575
DELISTED
DUET Acquisition Corp. Class A Common Stock
DUET
-100,000
Closed -$1.07M