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
-2.33%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$857B
AUM Growth
-$16.8B
Cap. Flow
+$11.9B
Cap. Flow %
1.39%
Top 10 Hldgs %
20.4%
Holding
6,847
New
817
Increased
2,095
Reduced
2,897
Closed
321

Sector Composition

1 Technology 20.05%
2 Healthcare 11.18%
3 Financials 9.56%
4 Consumer Discretionary 9.09%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GRX
5351
Gabelli Healthcare & Wellness Trust
GRX
$142M
$1.93K ﹤0.01%
225
-613
-73% -$5.26K
SJ icon
5352
Scienjoy Holding
SJ
$30.4M
$1.92K ﹤0.01%
+686
New +$1.92K
ENLV icon
5353
Enlivex Therapeutics
ENLV
$24.9M
$1.9K ﹤0.01%
1,200
-1,179
-50% -$1.86K
GMDA
5354
DELISTED
Gamida Cell Ltd. Ordinary Shares
GMDA
$1.89K ﹤0.01%
1,838
GBAB
5355
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB
$416M
$1.88K ﹤0.01%
+121
New +$1.88K
NEGG icon
5356
Newegg Commerce
NEGG
$1.13B
$1.88K ﹤0.01%
111
-575
-84% -$9.73K
CLOV icon
5357
Clover Health Investments
CLOV
$1.55B
$1.86K ﹤0.01%
1,721
BOXL icon
5358
Boxlight
BOXL
$4.14M
$1.85K ﹤0.01%
191
+101
+112% +$979
SGD icon
5359
Safe and Green Development Corp
SGD
$4.77M
$1.85K ﹤0.01%
+66
New +$1.85K
NDP
5360
DELISTED
TORTOISE ENERGY INDEPENDENCE FUND, INC.
NDP
$1.84K ﹤0.01%
+58
New +$1.84K
NM
5361
DELISTED
Navios Maritime Holdings Inc.
NM
$1.8K ﹤0.01%
+900
New +$1.8K
NYC
5362
American Strategic Investment Co
NYC
$24.9M
$1.79K ﹤0.01%
+197
New +$1.79K
SERA icon
5363
Sera Prognostics
SERA
$126M
$1.78K ﹤0.01%
959
UYG icon
5364
ProShares Ultra Financials
UYG
$896M
$1.74K ﹤0.01%
40
FXN icon
5365
First Trust Energy AlphaDEX Fund
FXN
$278M
$1.74K ﹤0.01%
100
OPRT icon
5366
Oportun Financial
OPRT
$312M
$1.73K ﹤0.01%
240
LGH icon
5367
HCM Defender 500 Index ETF
LGH
$566M
$1.72K ﹤0.01%
+46
New +$1.72K
ISCB icon
5368
iShares Morningstar Small-Cap ETF
ISCB
$252M
$1.7K ﹤0.01%
36
-24,212
-100% -$1.14M
SYLD icon
5369
Cambria Shareholder Yield ETF
SYLD
$923M
$1.68K ﹤0.01%
+27
New +$1.68K
CPSH icon
5370
CPS Technologies
CPSH
$50.1M
$1.65K ﹤0.01%
593
+15
+3% +$42
SUZ icon
5371
Suzano
SUZ
$11.8B
$1.65K ﹤0.01%
153
+102
+200% +$1.1K
MBOT icon
5372
Microbot Medical
MBOT
$168M
$1.62K ﹤0.01%
+1,163
New +$1.62K
TSI
5373
TCW Strategic Income Fund
TSI
$240M
$1.6K ﹤0.01%
350
+349
+34,900% +$1.6K
HOWL icon
5374
Werewolf Therapeutics
HOWL
$68.1M
$1.6K ﹤0.01%
748
PPBT
5375
Purple Biotech
PPBT
$3.55M
$1.6K ﹤0.01%
+70
New +$1.6K