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
+8.03%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$770B
AUM Growth
+$64.9B
Cap. Flow
+$26.9B
Cap. Flow %
3.5%
Top 10 Hldgs %
17.84%
Holding
6,466
New
534
Increased
3,091
Reduced
1,683
Closed
345

Sector Composition

1 Technology 18.3%
2 Healthcare 11.5%
3 Financials 9.97%
4 Consumer Discretionary 9.25%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SWKH icon
4626
SWK Holdings
SWKH
$176M
$52K ﹤0.01%
3,667
+597
+19% +$8.47K
WULF icon
4627
TeraWulf
WULF
$4.39B
$52K ﹤0.01%
54,971
+41,057
+295% +$38.8K
TEF icon
4628
Telefonica
TEF
$30.3B
$51.6K ﹤0.01%
12,028
+3,181
+36% +$13.6K
FCUV icon
4629
Focus Universal
FCUV
$20.7M
$51K ﹤0.01%
2,038
+531
+35% +$13.3K
HYMC icon
4630
Hycroft Mining Holding Corp
HYMC
$250M
$51K ﹤0.01%
11,856
+3,180
+37% +$13.7K
OPRA
4631
Opera Ltd
OPRA
$1.76B
$51K ﹤0.01%
5,000
PML
4632
PIMCO Municipal Income Fund II
PML
$502M
$51K ﹤0.01%
+5,435
New +$51K
SIVR icon
4633
abrdn Physical Silver Shares ETF
SIVR
$2.6B
$51K ﹤0.01%
2,195
+740
+51% +$17.2K
RSPM icon
4634
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$164M
$50.1K ﹤0.01%
1,540
HUT
4635
Hut 8
HUT
$3.42B
$50K ﹤0.01%
+5,486
New +$50K
STIM icon
4636
Neuronetics
STIM
$207M
$50K ﹤0.01%
17,102
+7,749
+83% +$22.7K
THRN
4637
DELISTED
Thorne Healthtech, Inc. Common Stock
THRN
$50K ﹤0.01%
10,985
+3,202
+41% +$14.6K
QIWI
4638
DELISTED
QIWI PLC
QIWI
$50K ﹤0.01%
8,806
NOCT icon
4639
Innovator Growth-100 Power Buffer ETF October
NOCT
$161M
$49.7K ﹤0.01%
1,283
-2,265
-64% -$87.8K
DFSI icon
4640
Dimensional International Sustainability Core 1 ETF
DFSI
$809M
$49.5K ﹤0.01%
+1,646
New +$49.5K
VGM icon
4641
Invesco Trust Investment Grade Municipals
VGM
$545M
$49.2K ﹤0.01%
+4,950
New +$49.2K
AEHR icon
4642
Aehr Test Systems
AEHR
$793M
$49K ﹤0.01%
1,578
+1,438
+1,027% +$44.7K
CURV icon
4643
Torrid Holdings
CURV
$189M
$49K ﹤0.01%
11,190
+2,922
+35% +$12.8K
IFGL icon
4644
iShares International Developed Real Estate ETF
IFGL
$98.4M
$49K ﹤0.01%
2,345
+608
+35% +$12.7K
MAPS icon
4645
WM Technology
MAPS
$131M
$49K ﹤0.01%
58,190
+16,071
+38% +$13.5K
NEWT icon
4646
NewtekOne
NEWT
$303M
$49K ﹤0.01%
3,865
PROK icon
4647
ProKidney
PROK
$335M
$49K ﹤0.01%
4,282
+915
+27% +$10.5K
PRTH icon
4648
Priority Technology Holdings
PRTH
$603M
$49K ﹤0.01%
13,575
+3,433
+34% +$12.4K
RDNW
4649
RideNow Group, Inc. Class B Common Stock
RDNW
$156M
$49K ﹤0.01%
8,064
+2,175
+37% +$13.2K
SNDL icon
4650
Sundial Growers
SNDL
$620M
$49K ﹤0.01%
30,671
-5,185
-14% -$8.28K