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
+11.39%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.12T
AUM Growth
+$146B
Cap. Flow
+$51.6B
Cap. Flow %
4.59%
Top 10 Hldgs %
22.59%
Holding
6,913
New
394
Increased
2,972
Reduced
2,339
Closed
499

Sector Composition

1 Technology 22.83%
2 Healthcare 10.08%
3 Consumer Discretionary 9.55%
4 Financials 9.44%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
OPFI icon
4826
OppFi
OPFI
$333M
$37.9K ﹤0.01%
15,143
+8,169
+117% +$20.4K
WLKP icon
4827
Westlake Chemical Partners
WLKP
$745M
$37.9K ﹤0.01%
1,705
-416
-20% -$9.24K
PSI icon
4828
Invesco Semiconductors ETF
PSI
$816M
$37.8K ﹤0.01%
669
-2,918
-81% -$165K
ZVIA icon
4829
Zevia
ZVIA
$178M
$37.7K ﹤0.01%
32,250
+5,510
+21% +$6.45K
CCRD icon
4830
CoreCard
CCRD
$210M
$37.6K ﹤0.01%
3,406
-1,895
-36% -$20.9K
LENZ
4831
LENZ Therapeutics
LENZ
$1.21B
$37.6K ﹤0.01%
1,682
-913
-35% -$20.4K
IMTM icon
4832
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.28B
$37.5K ﹤0.01%
957
-2,438
-72% -$95.6K
RBOT icon
4833
Vicarious Surgical
RBOT
$34.8M
$37.4K ﹤0.01%
4,135
+1,304
+46% +$11.8K
BIRK icon
4834
Birkenstock
BIRK
$8.76B
$37.3K ﹤0.01%
789
+439
+125% +$20.7K
OMGA
4835
DELISTED
Omega Therapeutics, Inc. Common Stock
OMGA
$36.9K ﹤0.01%
10,098
-5,699
-36% -$20.8K
ARC
4836
DELISTED
ARC Document Solutions, Inc.
ARC
$36.8K ﹤0.01%
13,283
-18,480
-58% -$51.2K
BKN icon
4837
BlackRock Investment Quality Municipal Trust
BKN
$196M
$36.6K ﹤0.01%
2,951
-5,254
-64% -$65.2K
NPV icon
4838
Nuveen Virginia Quality Municipal Income Fund
NPV
$213M
$36.1K ﹤0.01%
+3,265
New +$36.1K
NVG icon
4839
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.61B
$36K ﹤0.01%
2,960
+2,339
+377% +$28.4K
OCEA
4840
DELISTED
Ocean Biomedical, Inc. Common Stock
OCEA
$35.9K ﹤0.01%
9,483
+741
+8% +$2.81K
MVT icon
4841
BlackRock MuniVest Fund II
MVT
$227M
$35.9K ﹤0.01%
3,286
+3,180
+3,000% +$34.7K
DWAS icon
4842
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$711M
$35.8K ﹤0.01%
394
SDA icon
4843
SunCar Technology Group
SDA
$266M
$35.8K ﹤0.01%
+4,762
New +$35.8K
CENN icon
4844
Cenntro
CENN
$28.8M
$35.7K ﹤0.01%
25,154
+25,114
+62,785% +$35.7K
MQT icon
4845
BlackRock MuniYield Quality Fund II
MQT
$224M
$35.6K ﹤0.01%
3,391
-15,469
-82% -$163K
NBH
4846
Neuberger Berman Municipal Fund
NBH
$310M
$35.6K ﹤0.01%
3,399
-5,883
-63% -$61.6K
ACRV icon
4847
Acrivon Therapeutics
ACRV
$51.3M
$35.5K ﹤0.01%
4,959
-28,384
-85% -$203K
PCQ
4848
Pimco California Municipal Income Fund
PCQ
$166M
$35.4K ﹤0.01%
+3,781
New +$35.4K
PRTS icon
4849
CarParts.com
PRTS
$41M
$35.2K ﹤0.01%
21,751
-17,332
-44% -$28.1K
PCK
4850
DELISTED
Pimco California Municipal Income Fund II
PCK
$35.2K ﹤0.01%
+6,095
New +$35.2K