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
SATL icon
5276
Satellogic
SATL
$386M
$2.89K ﹤0.01%
1,700
FREEW
5277
DELISTED
Whole Earth Brands, Inc. Warrant
FREEW
0
-$15K
DALI icon
5278
First Trust DorseyWright DALI 1 ETF
DALI
$119M
$2.76K ﹤0.01%
114
-10
-8% -$242
LBTYB icon
5279
Liberty Global Class B
LBTYB
$3.96B
$2.75K ﹤0.01%
163
-2
-1% -$34
SGML icon
5280
Sigma Lithium
SGML
$675M
$2.71K ﹤0.01%
209
-98
-32% -$1.27K
HYPR icon
5281
Hyperfine
HYPR
$114M
$2.71K ﹤0.01%
2,705
+37
+1% +$37
ARQQ icon
5282
Arqit Quantum
ARQQ
$636M
$2.68K ﹤0.01%
+148
New +$2.68K
KARS icon
5283
KraneShares Electric Vehicles and Future Mobility Index ETF
KARS
$80.6M
$2.67K ﹤0.01%
119
MHH icon
5284
Mastech Digital
MHH
$92.5M
$2.64K ﹤0.01%
293
-180
-38% -$1.62K
ISCB icon
5285
iShares Morningstar Small-Cap ETF
ISCB
$252M
$2.59K ﹤0.01%
46
+10
+28% +$562
JPC icon
5286
Nuveen Preferred & Income Opportunities Fund
JPC
$2.66B
$2.58K ﹤0.01%
359
-9,792
-96% -$70.4K
OCTT icon
5287
AllianzIM U.S. Large Cap Buffer10 Oct ETF
OCTT
$47.7M
$2.55K ﹤0.01%
+71
New +$2.55K
IRAAW
5288
DELISTED
Iris Acquisition Corp Warrant
IRAAW
0
-$1.61K
NYXH
5289
Nyxoah
NYXH
$185M
$2.52K ﹤0.01%
+187
New +$2.52K
VAL.WS icon
5290
Valaris Ltd Warrants
VAL.WS
$213M
0
-$2.29K
SLNG icon
5291
Stabilis Solutions
SLNG
$74.9M
$2.45K ﹤0.01%
609
-1,085
-64% -$4.37K
SY
5292
So-Young International
SY
$379M
$2.45K ﹤0.01%
2,250
+1,015
+82% +$1.11K
WEED icon
5293
Roundhill Cannabis ETF
WEED
$9.41M
$2.45K ﹤0.01%
+56
New +$2.45K
VWE
5294
DELISTED
Vintage Wine Estates, Inc. Common Stock
VWE
$2.41K ﹤0.01%
6,688
+26
+0.4% +$9
SEEL
5295
DELISTED
Seelos Therapeutics, Inc. Common Stock
SEEL
$2.38K ﹤0.01%
32
+16
+100% +$1.19K
BILI icon
5296
Bilibili
BILI
$11.2B
$2.35K ﹤0.01%
210
+209
+20,900% +$2.34K
DECAU
5297
DELISTED
Denali Capital Acquisition Corp. Unit
DECAU
$2.33K ﹤0.01%
+259
New +$2.33K
ENZ
5298
DELISTED
Enzo Biochem, Inc.
ENZ
$2.33K ﹤0.01%
1,833
GLTO icon
5299
Galecto
GLTO
$3.8M
$2.31K ﹤0.01%
118
+84
+247% +$1.64K
GRX
5300
Gabelli Healthcare & Wellness Trust
GRX
$142M
$2.3K ﹤0.01%
225