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
+6.25%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$483B
AUM Growth
+$32.3B
Cap. Flow
+$4.8B
Cap. Flow %
0.99%
Top 10 Hldgs %
18.96%
Holding
5,059
New
215
Increased
2,312
Reduced
1,909
Closed
161

Sector Composition

1 Financials 14.03%
2 Technology 13.34%
3 Healthcare 11.07%
4 Consumer Discretionary 8.93%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
HRZN icon
4726
Horizon Technology Finance
HRZN
$294M
-3,542
Closed -$36K
IRIX icon
4727
IRIDEX
IRIX
$23.8M
$0 ﹤0.01%
69
JKS
4728
JinkoSolar
JKS
$1.32B
-443
Closed -$6K
KBWY icon
4729
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$254M
-24
Closed -$1K
KNDI
4730
Kandi Technologies Group
KNDI
$114M
-24,607
Closed -$105K
LAKE icon
4731
Lakeland Industries
LAKE
$143M
-17,312
Closed -$245K
LMB icon
4732
Limbach Holdings
LMB
$1.25B
-6,068
Closed -$72K
LPL icon
4733
LG Display
LPL
$4.46B
-215,008
Closed -$1.77M
LRFC
4734
DELISTED
Logan Ridge Finance Corp
LRFC
-255
Closed -$13K
LSAK icon
4735
Lesaka Technologies
LSAK
$375M
-67,479
Closed -$613K
MRAM icon
4736
Everspin Technologies
MRAM
$147M
-4,742
Closed -$42K
MRCC icon
4737
Monroe Capital Corp
MRCC
$164M
-2,051
Closed -$28K
MRKR icon
4738
Marker Therapeutics
MRKR
$11.6M
0
MTEX icon
4739
Mannatech
MTEX
$18.2M
-228
Closed -$5K
MVIS icon
4740
Microvision
MVIS
$334M
$0 ﹤0.01%
393
+237
+152%
MX icon
4741
Magnachip Semiconductor
MX
$107M
-125,163
Closed -$1.28M
NNVC icon
4742
NanoViricides
NNVC
$23.9M
-5
Closed
NOTV icon
4743
Inotiv
NOTV
$56.3M
$0 ﹤0.01%
100
OCGN icon
4744
Ocugen
OCGN
$322M
-204
Closed -$31K
OPTT icon
4745
Ocean Power Technologies
OPTT
$90.2M
-1
Closed
OUNZ icon
4746
VanEck Merk Gold Trust
OUNZ
$1.92B
$0 ﹤0.01%
1
PGHY icon
4747
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$186M
-38
Closed -$1K
PHD
4748
Pioneer Floating Rate Fund
PHD
$123M
-397
Closed -$4K
PMO
4749
Putnam Municipal Opportunities Trust
PMO
$281M
-1,200
Closed -$14K
PRN icon
4750
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$360M
$0 ﹤0.01%
+1
New