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
NXTC icon
5451
NextCure
NXTC
$14.6M
$1.72K ﹤0.01%
125
-121
-49% -$1.66K
HPF
5452
John Hancock Preferred Income Fund II
HPF
$360M
$1.7K ﹤0.01%
108
GNSS icon
5453
Genasys
GNSS
$97.5M
$1.66K ﹤0.01%
816
-8,795
-92% -$17.9K
IDRV icon
5454
iShares Self-Driving EV and Tech ETF
IDRV
$162M
$1.65K ﹤0.01%
+46
New +$1.65K
RGTI icon
5455
Rigetti Computing
RGTI
$5.41B
$1.63K ﹤0.01%
1,657
+1,630
+6,037% +$1.61K
CING icon
5456
Cingulate
CING
$21.3M
$1.63K ﹤0.01%
+18
New +$1.63K
IRAAW
5457
DELISTED
Iris Acquisition Corp Warrant
IRAAW
0
-$2.14K
EVF
5458
Eaton Vance Senior Income Trust
EVF
$101M
$1.6K ﹤0.01%
254
-1,505
-86% -$9.5K
DMAC icon
5459
DiaMedica Therapeutics
DMAC
$376M
$1.6K ﹤0.01%
564
+539
+2,156% +$1.53K
RCS
5460
PIMCO Strategic Income Fund
RCS
$342M
$1.6K ﹤0.01%
263
-16,282
-98% -$99K
PAWZ icon
5461
ProShares Pet Care ETF
PAWZ
$56.7M
$1.58K ﹤0.01%
+30
New +$1.58K
EVO icon
5462
Evotec
EVO
$1.24B
$1.58K ﹤0.01%
135
MMD
5463
MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD
$289M
$1.58K ﹤0.01%
+97
New +$1.58K
SNCE
5464
DELISTED
Science 37 Holdings, Inc. Common Stock
SNCE
$1.58K ﹤0.01%
295
+284
+2,582% +$1.52K
ATXG icon
5465
Addentax Group
ATXG
$8.08M
$1.57K ﹤0.01%
+1,116
New +$1.57K
XLO icon
5466
Xilio Therapeutics
XLO
$37.8M
$1.57K ﹤0.01%
2,857
+135
+5% +$74
BSJO
5467
DELISTED
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
$1.57K ﹤0.01%
69
SEGG
5468
Lottery.com
SEGG
$22.2M
$1.56K ﹤0.01%
+57
New +$1.56K
KEN icon
5469
Kenon Holdings
KEN
$2.44B
$1.56K ﹤0.01%
64
-152,270
-100% -$3.71M
SY
5470
So-Young International
SY
$378M
$1.56K ﹤0.01%
1,235
-5,728
-82% -$7.22K
RKDA icon
5471
Arcadia Biosciences
RKDA
$4.76M
$1.54K ﹤0.01%
+508
New +$1.54K
EXK
5472
Endeavour Silver
EXK
$1.78B
$1.54K ﹤0.01%
+780
New +$1.54K
HARP
5473
DELISTED
Harpoon Therapeutics, Inc. Common Stock
HARP
$1.53K ﹤0.01%
134
XXII
5474
22nd Century Group
XXII
$6.81M
0
-$7.98K
LSDI
5475
DELISTED
Lucy Scientific Discovery Inc. Common Stock
LSDI
$1.51K ﹤0.01%
+598
New +$1.51K