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
+1.17%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$466B
AUM Growth
-$5.85B
Cap. Flow
-$12.4B
Cap. Flow %
-2.66%
Top 10 Hldgs %
16.67%
Holding
5,119
New
195
Increased
2,553
Reduced
1,617
Closed
246
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SMRT
4751
DELISTED
Stein Mart Inc
SMRT
$0 ﹤0.01%
463
ENT
4752
DELISTED
Global Eagle Entertainment Inc.
ENT
-16
Closed
QES
4753
DELISTED
Quintana Energy Services Inc.
QES
$0 ﹤0.01%
45
-10
-18%
FNJN
4754
DELISTED
Finjan Holdings, Inc.
FNJN
-17,115
Closed -$38K
SAEX
4755
DELISTED
SAExploration Holdings, Inc.
SAEX
-1,456
Closed -$5K
FOMX
4756
DELISTED
Foamix Pharmaceuticals Ltd. Ordinary Shares
FOMX
-112,536
Closed -$270K
CSS
4757
DELISTED
CSS Industries, Inc.
CSS
-638
Closed -$3K
PIR
4758
DELISTED
Pier 1 Imports, Inc.
PIR
-15,653
Closed -$124K
ACHV icon
4759
Achieve Life Sciences
ACHV
$145M
-60
Closed -$2K
ACIU icon
4760
AC Immune
ACIU
$229M
-18,162
Closed -$99K
ZNB
4761
Zeta Network Group Class A Ordinary Shares
ZNB
$1.57M
0
-$68K
AIEQ icon
4762
Amplify AI Powered Equity ETF
AIEQ
$115M
-10,400
Closed -$272K
AKO.B icon
4763
Embotelladora Andina Series B
AKO.B
$3.84B
-10,082
Closed -$219K
ALTO icon
4764
Alto Ingredients
ALTO
$90.6M
$0 ﹤0.01%
265
-444
-63%
AOA icon
4765
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.53B
-200
Closed -$11K
APVO icon
4766
Aptevo Therapeutics
APVO
$5.29M
0
-$1K
ASRV icon
4767
AmeriServ Financial
ASRV
$47.4M
-2,961
Closed -$12K
ASUR icon
4768
Asure Software
ASUR
$220M
-49,156
Closed -$374K
AUPH icon
4769
Aurinia Pharmaceuticals
AUPH
$1.63B
0
AYTU icon
4770
AYTU BioPharma
AYTU
$20.2M
-62
Closed -$22K
BBGI icon
4771
Beasley Broadcasting Group
BBGI
$8.48M
0
BBP icon
4772
Virtus LifeSci Biotech Products ETF
BBP
$28.1M
-4,260
Closed -$172K
BBW icon
4773
Build-A-Bear
BBW
$854M
-144,238
Closed -$791K
BH.A icon
4774
Biglari Holdings Class A
BH.A
$957M
-185
Closed -$100K
BIT icon
4775
BlackRock Multi-Sector Income Trust
BIT
$586M
-195
Closed -$3K