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
-15.82%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$401B
AUM Growth
-$87.8B
Cap. Flow
+$11.3B
Cap. Flow %
2.81%
Top 10 Hldgs %
18.84%
Holding
5,040
New
250
Increased
2,266
Reduced
1,846
Closed
281
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CAMT icon
4726
Camtek
CAMT
$3.6B
-2,000
Closed -$22K
CBFV icon
4727
CB Financial Services
CBFV
$164M
-100
Closed -$3K
CGEN icon
4728
Compugen
CGEN
$134M
-30,572
Closed -$182K
CHT icon
4729
Chunghwa Telecom
CHT
$34.3B
-835
Closed -$31K
CIGI icon
4730
Colliers International
CIGI
$8.43B
-2,700
Closed -$211K
CLDX icon
4731
Celldex Therapeutics
CLDX
$1.52B
$0 ﹤0.01%
66
CLMT icon
4732
Calumet Specialty Products
CLMT
$1.55B
-4,904
Closed -$18K
COGT icon
4733
Cogent Biosciences
COGT
$1.82B
-60
Closed
CRD.B icon
4734
Crawford & Co Class B
CRD.B
$514M
$0 ﹤0.01%
+64
New
CRDF icon
4735
Cardiff Oncology
CRDF
$144M
$0 ﹤0.01%
2
-844
-100%
CREG icon
4736
Smart Powerr
CREG
$4.3M
0
CRTO icon
4737
Criteo
CRTO
$1.22B
$0 ﹤0.01%
8
-289,816
-100%
CVV icon
4738
CVD Equipment Corp
CVV
$19.1M
-40
Closed
DBEM icon
4739
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$71.3M
0
DIV icon
4740
Global X SuperDividend US ETF
DIV
$657M
-40,526
Closed -$962K
DRRX icon
4741
DURECT Corp
DRRX
$59.3M
-25,038
Closed -$951K
DWSN icon
4742
Dawson Geophysical
DWSN
$50M
-34
Closed
EBMT icon
4743
Eagle Bancorp Montana
EBMT
$140M
-1,500
Closed -$32K
EDF
4744
Virtus Stone Harbor Emerging Markets Income Fund
EDF
$159M
-1
Closed
EDSA icon
4745
Edesa Biotech
EDSA
$17.8M
-14
Closed
EIM
4746
Eaton Vance Municipal Bond Fund
EIM
$553M
-954
Closed -$12K
EKSO icon
4747
Ekso Bionics
EKSO
$10.6M
0
ELDN icon
4748
Eledon Pharmaceuticals
ELDN
$162M
$0 ﹤0.01%
+6
New
EQ icon
4749
Equillium
EQ
$114M
-63
Closed
EWI icon
4750
iShares MSCI Italy ETF
EWI
$708M
-398,346
Closed -$11.8M