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
+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
+$122B
Cap. Flow
+$26.9B
Cap. Flow %
2.75%
Top 10 Hldgs %
20.99%
Holding
6,985
New
460
Increased
3,284
Reduced
2,043
Closed
468

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
OPBK icon
4701
OP Bancorp
OPBK
$215M
$62K ﹤0.01%
5,663
+5,285
+1,398% +$57.9K
EMNT icon
4702
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
$201M
$62K ﹤0.01%
633
-113
-15% -$11.1K
HIPO icon
4703
Hippo Holdings
HIPO
$933M
$62K ﹤0.01%
6,795
-69
-1% -$629
LCUT icon
4704
Lifetime Brands
LCUT
$88.4M
$61.8K ﹤0.01%
9,213
+5,819
+171% +$39K
HYTR icon
4705
CP High Yield Trend ETF
HYTR
$177M
$61.4K ﹤0.01%
+2,868
New +$61.4K
UHG icon
4706
United Homes Group
UHG
$249M
$61K ﹤0.01%
7,231
+3,242
+81% +$27.3K
BTAL icon
4707
AGF US Market Neutral Anti-Beta Fund
BTAL
$378M
$60.9K ﹤0.01%
3,591
-808
-18% -$13.7K
LVROW icon
4708
Lavoro Limited Warrant
LVROW
0
-$49.5K
RVNU icon
4709
Xtrackers Municipal Infrastructure Revenue Bond ETF
RVNU
$133M
$60.5K ﹤0.01%
2,337
-450
-16% -$11.6K
CTXR icon
4710
Citius Pharmaceuticals
CTXR
$20.6M
$60.3K ﹤0.01%
3,190
GAIN icon
4711
Gladstone Investment Corp
GAIN
$544M
$60.1K ﹤0.01%
4,245
+3,726
+718% +$52.7K
WMPN
4712
DELISTED
William Penn Bancorporation Common Stock
WMPN
$60K ﹤0.01%
+4,912
New +$60K
SBLK icon
4713
Star Bulk Carriers
SBLK
$2.2B
$60K ﹤0.01%
2,820
-1,873
-40% -$39.8K
IBD icon
4714
Inspire Corporate Bond ETF
IBD
$420M
$59.7K ﹤0.01%
+2,529
New +$59.7K
GAM
4715
General American Investors Company
GAM
$1.43B
$59.6K ﹤0.01%
1,388
-903
-39% -$38.8K
AIRS icon
4716
AirSculpt Technologies
AIRS
$387M
$59.3K ﹤0.01%
7,918
+25
+0.3% +$187
CUE icon
4717
Cue Biopharma
CUE
$57M
$59.2K ﹤0.01%
22,441
AFRI icon
4718
Forafric Global
AFRI
$224M
$59.2K ﹤0.01%
5,586
+2,200
+65% +$23.3K
ASXC
4719
DELISTED
Asensus Surgical, Inc.
ASXC
$58.9K ﹤0.01%
184,714
-9,148
-5% -$2.92K
GLSI icon
4720
Greenwich LifeSciences
GLSI
$153M
$58.7K ﹤0.01%
5,578
+5,574
+139,350% +$58.6K
DNMR
4721
DELISTED
Danimer Scientific, Inc.
DNMR
$58.6K ﹤0.01%
1,437
GUSH icon
4722
Direxion Daily S&P Oil & Gas Exp & Prod Bull 2X Shares
GUSH
$243M
$58K ﹤0.01%
1,773
+116
+7% +$3.79K
CMPO icon
4723
CompoSecure
CMPO
$1.99B
$57.6K ﹤0.01%
12,832
SEVN
4724
Seven Hills Realty Trust
SEVN
$163M
$57.4K ﹤0.01%
+4,438
New +$57.4K
MCR
4725
MFS Charter Income Trust
MCR
$272M
$57.2K ﹤0.01%
8,855
+6,068
+218% +$39.2K