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
+3.25%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$412B
AUM Growth
+$412B
Cap. Flow
+$1.6B
Cap. Flow %
0.39%
Top 10 Hldgs %
19.34%
Holding
4,815
New
311
Increased
1,712
Reduced
1,944
Closed
413

Sector Composition

1 Financials 15.51%
2 Technology 12.21%
3 Healthcare 9.97%
4 Consumer Discretionary 8.99%
5 Industrials 8.35%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ICHR icon
4526
Ichor Holdings
ICHR
$552M
-4,410
Closed -$87K
ICVT icon
4527
iShares Convertible Bond ETF
ICVT
$2.79B
0
III icon
4528
Information Services Group
III
$249M
-23,038
Closed -$73K
IMOS
4529
ChipMOS TECHNOLOGIES
IMOS
$598M
-39,867
Closed -$834K
INBK icon
4530
First Internet Bancorp
INBK
$214M
-10,817
Closed -$319K
ITIC icon
4531
Investors Title Co
ITIC
$467M
-912
Closed -$144K
KVHI icon
4532
KVH Industries
KVHI
$111M
-158,192
Closed -$1.33M
LAUR icon
4533
Laureate Education
LAUR
$4.12B
-22,838
Closed -$326K
LCNB icon
4534
LCNB Corp
LCNB
$221M
-1,374
Closed -$33K
LIND icon
4535
Lindblad Expeditions
LIND
$783M
-10,631
Closed -$95K
LMNR icon
4536
Limoneira
LMNR
$283M
-7,673
Closed -$160K
LOB icon
4537
Live Oak Bancshares
LOB
$1.72B
-13,868
Closed -$300K
LPCN icon
4538
Lipocine
LPCN
$15.7M
-11,393
Closed -$755K
LRMR icon
4539
Larimar Therapeutics
LRMR
$337M
-41,312
Closed -$2.31M
MDGL icon
4540
Madrigal Pharmaceuticals
MDGL
$9.7B
-2,907
Closed -$45K
METC icon
4541
Ramaco Resources Class A
METC
$1.59B
-4,047
Closed -$38K
MG icon
4542
Mistras Group
MG
$298M
-4,009
Closed -$86K
MITK icon
4543
Mitek Systems
MITK
$444M
-11,976
Closed -$80K
MLAB icon
4544
Mesa Laboratories
MLAB
$338M
-2,991
Closed -$367K
MLPX icon
4545
Global X MLP & Energy Infrastructure ETF
MLPX
$2.58B
-130
Closed -$6K
MLR icon
4546
Miller Industries
MLR
$465M
-22,700
Closed -$598K
MMI icon
4547
Marcus & Millichap
MMI
$1.24B
-9,924
Closed -$244K
MNOV icon
4548
MediciNova
MNOV
$64.7M
$0 ﹤0.01%
76
MPAA icon
4549
Motorcar Parts of America
MPAA
$279M
-24,419
Closed -$750K
MVIS icon
4550
Microvision
MVIS
$334M
$0 ﹤0.01%
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