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
+13.64%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.45T
AUM Growth
+$141B
Cap. Flow
+$5.68B
Cap. Flow %
0.39%
Top 10 Hldgs %
26.46%
Holding
6,883
New
436
Increased
2,262
Reduced
2,874
Closed
680

Sector Composition

1 Technology 25.87%
2 Financials 10.43%
3 Consumer Discretionary 10.13%
4 Communication Services 7.61%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PRLD icon
5451
Prelude Therapeutics
PRLD
$67.4M
$1.58K ﹤0.01%
1,949
-21,831
-92% -$17.7K
LBTYB icon
5452
Liberty Global Class B
LBTYB
$1.56K ﹤0.01%
161
RVP icon
5453
Retractable Technologies
RVP
$24.5M
$1.53K ﹤0.01%
2,390
+2,362
+8,436% +$1.51K
JGH icon
5454
Nuveen Global High Income Fund
JGH
$313M
$1.51K ﹤0.01%
+117
New +$1.51K
SOXL icon
5455
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$13.1B
$1.48K ﹤0.01%
59
-64
-52% -$1.61K
RDNW
5456
RideNow Group, Inc. Class B Common Stock
RDNW
$154M
$1.48K ﹤0.01%
639
-34,798
-98% -$80.4K
IPSC icon
5457
Century Therapeutics
IPSC
$43.9M
$1.47K ﹤0.01%
2,637
-66,853
-96% -$37.3K
GB
5458
DELISTED
Global Blue Group Holding
GB
$1.45K ﹤0.01%
194
-1,309,806
-100% -$9.78M
LWLG icon
5459
Lightwave Logic
LWLG
$397M
$1.45K ﹤0.01%
1,166
-57,806
-98% -$71.7K
BNOV icon
5460
Innovator US Equity Buffer ETF November
BNOV
$135M
$1.44K ﹤0.01%
+35
New +$1.44K
VERU icon
5461
Veru
VERU
$52.2M
$1.43K ﹤0.01%
246
-6,073
-96% -$35.3K
ACB
5462
Aurora Cannabis
ACB
$277M
$1.43K ﹤0.01%
164
-1
-0.6% -$9
AGM.A icon
5463
Federal Agricultural Mortgage Class A
AGM.A
$1.52B
$1.43K ﹤0.01%
+10
New +$1.43K
EXG icon
5464
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.75B
$1.39K ﹤0.01%
159
GBIO icon
5465
Generation Bio
GBIO
$40.3M
$1.39K ﹤0.01%
433
-19,763
-98% -$63.3K
XOSWW
5466
Xos, Inc. Warrants
XOSWW
$104K
0
-$1.6K
QIPT
5467
Quipt Home Medical
QIPT
$114M
$1.37K ﹤0.01%
766
-49,759
-98% -$89.1K
CMMB
5468
Chemomab Therapeutics
CMMB
$15.5M
$1.37K ﹤0.01%
+295
New +$1.37K
PNNT
5469
Pennant Park Investment Corp
PNNT
$469M
$1.37K ﹤0.01%
200
-5,750
-97% -$39.3K
AMPY icon
5470
Amplify Energy
AMPY
$161M
$1.35K ﹤0.01%
421
-18,482
-98% -$59.1K
CHEK icon
5471
Check-Cap
CHEK
$4.21M
$1.34K ﹤0.01%
1,710
-33,646
-95% -$26.4K
POET icon
5472
POET Technologies
POET
$484M
$1.34K ﹤0.01%
258
-2,099
-89% -$10.9K
FGNX
5473
FG Nexus Inc. Common Stock
FGNX
$9.53M
$1.33K ﹤0.01%
80
-1
-1% -$17
NUHY icon
5474
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$98M
$1.32K ﹤0.01%
61
-1,843
-97% -$40K
EAF icon
5475
GrafTech
EAF
$199M
$1.32K ﹤0.01%
136
-71,152
-100% -$692K