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
-2.75%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$773B
AUM Growth
-$33.3B
Cap. Flow
+$6.18B
Cap. Flow %
0.8%
Top 10 Hldgs %
18.62%
Holding
6,341
New
361
Increased
2,411
Reduced
2,376
Closed
355

Sector Composition

1 Technology 17.24%
2 Healthcare 11.68%
3 Financials 11.59%
4 Consumer Discretionary 9.21%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
DRIO icon
4876
DarioHealth
DRIO
$17.1M
$37K ﹤0.01%
317
+57
+22% +$6.65K
SIVR icon
4877
abrdn Physical Silver Shares ETF
SIVR
$2.6B
$37K ﹤0.01%
1,568
-950
-38% -$22.4K
IRNT
4878
DELISTED
IronNet, Inc.
IRNT
$37K ﹤0.01%
9,757
-3,018
-24% -$11.4K
MTNB icon
4879
Matinas BioPharma
MTNB
$10.2M
$36K ﹤0.01%
900
NEN icon
4880
New England Realty Associates
NEN
$248M
$36K ﹤0.01%
450
RFDA icon
4881
RiverFront Dynamic US Dividend Advantage ETF
RFDA
$82M
$36K ﹤0.01%
+746
New +$36K
RVYL icon
4882
Ryvyl
RVYL
$9.53M
$36K ﹤0.01%
857
+157
+22% +$6.6K
STIM icon
4883
Neuronetics
STIM
$207M
$36K ﹤0.01%
12,001
-11,199
-48% -$33.6K
IMPL
4884
DELISTED
Impel Pharmaceuticals Inc. Common Stock
IMPL
$36K ﹤0.01%
5,715
+1,618
+39% +$10.2K
FATH
4885
DELISTED
Fathom Digital Manufacturing Corporation
FATH
$36K ﹤0.01%
+295
New +$36K
CURI icon
4886
CuriosityStream
CURI
$281M
$35K ﹤0.01%
12,397
-22,702
-65% -$64.1K
NL icon
4887
NL Industries
NL
$295M
$35K ﹤0.01%
4,855
-7,175
-60% -$51.7K
TROO icon
4888
TROOPS Inc
TROO
$151M
$35K ﹤0.01%
8,085
+3,396
+72% +$14.7K
UGA icon
4889
United States Gasoline Fund
UGA
$77.2M
$35K ﹤0.01%
629
+350
+125% +$19.5K
FREEW
4890
DELISTED
Whole Earth Brands, Inc. Warrant
FREEW
0
-$59K
TARO
4891
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
$35K ﹤0.01%
817
-3,178
-80% -$136K
SRT
4892
DELISTED
Startek Inc.
SRT
$35K ﹤0.01%
7,894
-30,459
-79% -$135K
OCA
4893
DELISTED
Omnichannel Acquisition Corp.
OCA
$35K ﹤0.01%
3,500
ACIC icon
4894
American Coastal Insurance
ACIC
$538M
$34K ﹤0.01%
10,143
-23,567
-70% -$79K
RYM
4895
RYTHM, Inc. Common Stock
RYM
$85.7M
$34K ﹤0.01%
2
-3
-60% -$51K
DFUS icon
4896
Dimensional US Equity ETF
DFUS
$16.8B
$34K ﹤0.01%
684
-32,471
-98% -$1.61M
FNDX icon
4897
Schwab Fundamental US Large Company Index ETF
FNDX
$20.1B
$34K ﹤0.01%
1,719
-561
-25% -$11.1K
FTHM icon
4898
Fathom Holdings
FTHM
$79.4M
$34K ﹤0.01%
3,184
-9,079
-74% -$96.9K
NULG icon
4899
Nuveen ESG Large-Cap Growth ETF
NULG
$1.78B
$34K ﹤0.01%
558
+88
+19% +$5.36K
UWMC icon
4900
UWM Holdings
UWMC
$1.5B
$34K ﹤0.01%
7,521
-1,822
-20% -$8.24K