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
+8.58%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$806B
AUM Growth
+$54.6B
Cap. Flow
-$1.63B
Cap. Flow %
-0.2%
Top 10 Hldgs %
18.23%
Holding
6,269
New
482
Increased
2,694
Reduced
1,975
Closed
332

Sector Composition

1 Technology 18.04%
2 Financials 11.12%
3 Healthcare 10.53%
4 Consumer Discretionary 10.3%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
OSCR icon
4501
Oscar Health
OSCR
$5B
$138K ﹤0.01%
17,655
+540
+3% +$4.22K
AXTI icon
4502
AXT Inc
AXTI
$169M
$137K ﹤0.01%
15,518
+685
+5% +$6.05K
LFG
4503
DELISTED
Archaea Energy Inc.
LFG
$137K ﹤0.01%
7,486
+7,218
+2,693% +$132K
CUE icon
4504
Cue Biopharma
CUE
$57M
$136K ﹤0.01%
12,045
+510
+4% +$5.76K
EYPT icon
4505
EyePoint Pharmaceuticals
EYPT
$920M
$136K ﹤0.01%
11,152
+2,988
+37% +$36.4K
SLDB icon
4506
Solid Biosciences
SLDB
$420M
$136K ﹤0.01%
5,170
+3,641
+238% +$95.8K
SMWB icon
4507
Similarweb
SMWB
$857M
$136K ﹤0.01%
7,621
+7,321
+2,440% +$131K
TBCH
4508
Turtle Beach Corporation Common Stock
TBCH
$299M
$136K ﹤0.01%
6,142
+379
+7% +$8.39K
RYM
4509
RYTHM, Inc. Common Stock
RYM
$85.7M
$135K ﹤0.01%
5
-22
-81% -$594K
GOOS
4510
Canada Goose Holdings
GOOS
$1.36B
$135K ﹤0.01%
3,632
-7
-0.2% -$260
USAS
4511
Americas Gold and Silver
USAS
$777M
$135K ﹤0.01%
67,060
-76,030
-53% -$153K
IVCPU
4512
DELISTED
Swiftmerge Acquisition Corp. Unit
IVCPU
$134K ﹤0.01%
+13,400
New +$134K
TCBX icon
4513
Third Coast Bancshares
TCBX
$549M
$133K ﹤0.01%
+5,107
New +$133K
USL icon
4514
United States 12 Month Oil Fund,
USL
$42.8M
$133K ﹤0.01%
4,748
+540
+13% +$15.1K
DFE icon
4515
WisdomTree Europe SmallCap Dividend Fund
DFE
$182M
$132K ﹤0.01%
1,772
-140
-7% -$10.4K
LU icon
4516
Lufax Holding
LU
$2.61B
$132K ﹤0.01%
5,858
-946,948
-99% -$21.3M
DMK
4517
DELISTED
DMK Pharmaceuticals Corporation Common Stock
DMK
$132K ﹤0.01%
3,122
+2,748
+735% +$116K
CGRN
4518
DELISTED
Capstone Green Energy Corporation Common Stock
CGRN
$132K ﹤0.01%
39,800
+915
+2% +$3.04K
BFIN icon
4519
BankFinancial
BFIN
$153M
$131K ﹤0.01%
12,276
+12,213
+19,386% +$130K
EWQ icon
4520
iShares MSCI France ETF
EWQ
$391M
$131K ﹤0.01%
3,375
KRT icon
4521
Karat Packaging
KRT
$481M
$131K ﹤0.01%
6,456
+3,617
+127% +$73.4K
BRZU icon
4522
Direxion Daily MSCI Brazil Bull 2X Shares
BRZU
$136M
$130K ﹤0.01%
1,960
+1,683
+608% +$112K
AKTS
4523
DELISTED
AKOUSTIS TECHNOLOGIES, INC.
AKTS
$130K ﹤0.01%
19,410
-3,376
-15% -$22.6K
POSH
4524
DELISTED
Poshmark, Inc. Class A Common Stock
POSH
$130K ﹤0.01%
7,578
-1,420,601
-99% -$24.4M
FPH icon
4525
Five Point Holdings
FPH
$417M
$129K ﹤0.01%
19,629
+18,347
+1,431% +$121K