JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.45T
 

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
+$401B
Cap. Flow
+$13.8B
Cap. Flow %
3.45%
Top 10 Hldgs %
18.84%
Holding
5,040
New
254
Increased
2,269
Reduced
1,853
Closed
291
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
IRIX icon
4801
IRIDEX
IRIX
$22.8M
-69 Closed
ISCG icon
4802
iShares Morningstar Small-Cap Growth ETF
ISCG
$718M
-190 Closed -$40K
JAKK icon
4803
Jakks Pacific
JAKK
$198M
-270 Closed
JPXN icon
4804
iShares JPX-Nikkei 400 ETF
JPXN
$99.8M
-65 Closed -$4K
JQUA icon
4805
JPMorgan US Quality Factor ETF
JQUA
$7.18B
-803,000 Closed -$25.1M
JVA icon
4806
Coffee Holding Co
JVA
$23.9M
-3,856 Closed -$18K
KINS icon
4807
Kingstone Companies
KINS
$190M
-3,054 Closed -$24K
KTF
4808
DWS Municipal Income Trust
KTF
$347M
-601 Closed -$7K
LAKE icon
4809
Lakeland Industries
LAKE
$145M
-3,080 Closed -$33K
LMB icon
4810
Limbach Holdings
LMB
$1.33B
-5,000 Closed -$19K
LPL icon
4811
LG Display
LPL
$4.41B
$0 ﹤0.01% 1
LSAK icon
4812
Lesaka Technologies
LSAK
$383M
-4,037 Closed -$15K
LTBR icon
4813
Lightbridge
LTBR
$392M
$0 ﹤0.01% 83 -626 -88%
LYTS icon
4814
LSI Industries
LYTS
$688M
-11,540 Closed -$70K
MBCN icon
4815
Middlefield Banc Corp
MBCN
$248M
-6,792 Closed -$177K
KG
4816
Kestrel Group, Ltd.
KG
$209M
$0 ﹤0.01% 249
MHN icon
4817
BlackRock MuniHoldings New Yrok Quality Fund
MHN
$292M
-474 Closed -$6K
MIY icon
4818
BlackRock MuniYield Michigan Quality Fund
MIY
$324M
-177 Closed -$3K
MPA icon
4819
BlackRock MuniYield Pennsylvania Quality Fund
MPA
$140M
-245 Closed -$4K
MQT icon
4820
BlackRock MuniYield Quality Fund II
MQT
$212M
-138 Closed -$2K
MQY icon
4821
BlackRock MuniYield Quality Fund
MQY
$795M
-636 Closed -$10K
MRUS icon
4822
Merus
MRUS
$4.98B
-16,523 Closed -$233K
MUC icon
4823
BlackRock MuniHoldings California Quality Fund
MUC
$970M
-593 Closed -$8K
MUE icon
4824
BlackRock MuniHoldings Quality Fund II
MUE
$209M
-395 Closed -$5K
MUX icon
4825
McEwen Inc.
MUX
$625M
$0 ﹤0.01% +39 New