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
+11.29%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$979B
AUM Growth
+$122B
Cap. Flow
+$26.9B
Cap. Flow %
2.75%
Top 10 Hldgs %
20.99%
Holding
6,985
New
460
Increased
3,284
Reduced
2,043
Closed
468

Sector Composition

1 Technology 21.83%
2 Healthcare 10.29%
3 Financials 9.88%
4 Consumer Discretionary 9.44%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CLSD icon
5326
Clearside Biomedical
CLSD
$27.4M
$3.75K ﹤0.01%
3,209
+27
+0.8% +$32
COCP icon
5327
Cocrystal Pharma
COCP
$14.8M
$3.73K ﹤0.01%
2,196
+452
+26% +$768
UNL icon
5328
United States 12 Month Natural Gas Fund
UNL
$10.4M
$3.7K ﹤0.01%
431
-462
-52% -$3.96K
GQRE icon
5329
FlexShares Global Quality Real Estate Index Fund
GQRE
$384M
$3.68K ﹤0.01%
66
WDH
5330
Waterdrop
WDH
$684M
$3.67K ﹤0.01%
3,527
-773
-18% -$804
PESI icon
5331
Perma-Fix Environmental Services
PESI
$151M
$3.66K ﹤0.01%
+465
New +$3.66K
VIEW
5332
DELISTED
View, Inc. Class A Common Stock
VIEW
$3.65K ﹤0.01%
1,003
-247,374
-100% -$900K
HEPA
5333
DELISTED
Hepion Pharmaceuticals
HEPA
$3.61K ﹤0.01%
+22
New +$3.61K
PRQR icon
5334
ProQR Therapeutics
PRQR
$237M
$3.59K ﹤0.01%
1,814
-145,691
-99% -$288K
OIA icon
5335
Invesco Municipal Income Opportunities Trust
OIA
$285M
$3.56K ﹤0.01%
561
+560
+56,000% +$3.56K
GORO icon
5336
Gold Resource Corp
GORO
$114M
$3.56K ﹤0.01%
9,469
-12,937
-58% -$4.86K
AIHS icon
5337
Senmiao Technology Ltd
AIHS
$2.36M
$3.55K ﹤0.01%
857
TECB icon
5338
iShares US Tech Breakthrough Multisector ETF
TECB
$450M
$3.52K ﹤0.01%
82
+72
+720% +$3.09K
TKC icon
5339
Turkcell
TKC
$4.82B
$3.52K ﹤0.01%
731
-5,262
-88% -$25.3K
OUST icon
5340
Ouster
OUST
$1.78B
$3.5K ﹤0.01%
456
FDT icon
5341
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$639M
$3.49K ﹤0.01%
66
-11
-14% -$581
GHRS icon
5342
GH Research
GHRS
$800M
$3.48K ﹤0.01%
+600
New +$3.48K
AXTI icon
5343
AXT Inc
AXTI
$156M
$3.48K ﹤0.01%
1,448
-255
-15% -$612
AIEQ icon
5344
Amplify AI Powered Equity ETF
AIEQ
$117M
$3.45K ﹤0.01%
97
-182
-65% -$6.48K
GTE icon
5345
Gran Tierra Energy
GTE
$143M
$3.43K ﹤0.01%
608
-34,842
-98% -$197K
LGVN
5346
Longeveron
LGVN
$16.5M
$3.41K ﹤0.01%
251
+250
+25,000% +$3.4K
PRST
5347
DELISTED
Presto Technologies, Inc. Common Stock
PRST
$3.39K ﹤0.01%
6,384
+4,320
+209% +$2.3K
VWE
5348
DELISTED
Vintage Wine Estates, Inc. Common Stock
VWE
$3.35K ﹤0.01%
6,662
+8
+0.1% +$4
BSMO
5349
DELISTED
Invesco BulletShares 2024 Municipal Bond ETF
BSMO
$3.32K ﹤0.01%
133
-214
-62% -$5.34K
CRBP icon
5350
Corbus Pharmaceuticals
CRBP
$118M
$3.28K ﹤0.01%
543
-1,163
-68% -$7.03K