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
DRMA icon
5376
Dermata Therapeutics
DRMA
$3.68M
-5
Closed -$21K
EDZ icon
5377
Direxion Daily Emerging Markets Bear 3x Shares
EDZ
$11.6M
$1K ﹤0.01%
50
-150
-75% -$3K
EFNL icon
5378
iShares MSCI Finland ETF
EFNL
$30.1M
$1K ﹤0.01%
18
-33
-65% -$1.83K
FDM icon
5379
First Trust Dow Jones Select MicroCap Index Fund
FDM
$204M
$1K ﹤0.01%
+15
New +$1K
FENG
5380
Phoenix New Media
FENG
$31.5M
$1K ﹤0.01%
430
-461
-52% -$1.07K
FNDC icon
5381
Schwab Fundamental International Small Company Index ETF
FNDC
$3.05B
$1K ﹤0.01%
+29
New +$1K
FPF
5382
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.18B
$1K ﹤0.01%
+63
New +$1K
FRSX
5383
Foresight Autonomous Holdings
FRSX
$8.04M
$1K ﹤0.01%
15
-101
-87% -$6.73K
FSFG icon
5384
First Savings Financial Group
FSFG
$193M
$1K ﹤0.01%
30
FSTR icon
5385
Foster
FSTR
$290M
$1K ﹤0.01%
+60
New +$1K
GENC icon
5386
Gencor Industries
GENC
$228M
$1K ﹤0.01%
110
+96
+686% +$873
GLMD icon
5387
Galmed Pharmaceuticals
GLMD
$8.49M
$1K ﹤0.01%
+4
New +$1K
GVAL icon
5388
Cambria Global Value ETF
GVAL
$327M
$1K ﹤0.01%
30
HOTH icon
5389
Hoth Therapeutics
HOTH
$21.2M
$1K ﹤0.01%
+37
New +$1K
IFRX icon
5390
InflaRx
IFRX
$99.6M
$1K ﹤0.01%
538
-454
-46% -$844
IXP icon
5391
iShares Global Comm Services ETF
IXP
$620M
$1K ﹤0.01%
10
-19
-66% -$1.9K
JWEL icon
5392
Jowell Global
JWEL
$3.89M
$1K ﹤0.01%
38
-16
-30% -$421
KTTA icon
5393
Pasithea Therapeutics
KTTA
$5.87M
$1K ﹤0.01%
50
LARK icon
5394
Landmark Bancorp
LARK
$154M
$1K ﹤0.01%
25
LTPZ icon
5395
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$701M
$1K ﹤0.01%
10
-330
-97% -$33K
MBRX icon
5396
Moleculin Biotech
MBRX
$11.4M
$1K ﹤0.01%
+40
New +$1K
NERV icon
5397
Minerva Neurosciences
NERV
$14.9M
$1K ﹤0.01%
+81
New +$1K
NOMD icon
5398
Nomad Foods
NOMD
$2.14B
$1K ﹤0.01%
24
-28,001
-100% -$1.17M
PALI icon
5399
Palisade Bio
PALI
$5.42M
$1K ﹤0.01%
+1
New +$1K
PHGE icon
5400
BiomX
PHGE
$13.5M
$1K ﹤0.01%
+61
New +$1K