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
+11.39%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.12T
AUM Growth
+$146B
Cap. Flow
+$51.6B
Cap. Flow %
4.59%
Top 10 Hldgs %
22.59%
Holding
6,913
New
394
Increased
2,972
Reduced
2,339
Closed
499

Sector Composition

1 Technology 22.83%
2 Healthcare 10.08%
3 Consumer Discretionary 9.55%
4 Financials 9.44%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SRS icon
5451
ProShares UltraShort Real Estate
SRS
$22.3M
$510 ﹤0.01%
9
NGNE icon
5452
Neurogene
NGNE
$245M
$509 ﹤0.01%
10
FSFG icon
5453
First Savings Financial Group
FSFG
$192M
$503 ﹤0.01%
30
BKYI
5454
BIO-key International
BKYI
$5.29M
$501 ﹤0.01%
+241
New +$501
QNCX icon
5455
Quince Therapeutics
QNCX
$85.9M
$497 ﹤0.01%
469
CVM icon
5456
CEL-SCI Corp
CVM
$64.1M
$495 ﹤0.01%
9
JFU
5457
9F Inc
JFU
$29.9M
$489 ﹤0.01%
139
-128
-48% -$450
NEPH icon
5458
Nephros
NEPH
$45.3M
$484 ﹤0.01%
221
+211
+2,110% +$462
PMN icon
5459
ProMIS Neurosciences
PMN
$22.3M
$484 ﹤0.01%
253
-135
-35% -$258
IZEA icon
5460
IZEA Worldwide
IZEA
$68.7M
$478 ﹤0.01%
207
-8
-4% -$18
AOD
5461
abrdn Total Dynamic Dividend Fund
AOD
$997M
$473 ﹤0.01%
57
-32
-36% -$266
SABS icon
5462
SAB Biotherapeutics
SABS
$25.6M
$472 ﹤0.01%
104
+9
+9% +$41
SBLX
5463
StableX Technologies
SBLX
$3.76M
$468 ﹤0.01%
18
AKA icon
5464
a.k.a. Brands
AKA
$117M
$467 ﹤0.01%
+47
New +$467
LARK icon
5465
Landmark Bancorp
LARK
$156M
$463 ﹤0.01%
25
WATT icon
5466
Energous
WATT
$12.2M
$459 ﹤0.01%
8
BNED icon
5467
Barnes & Noble Education
BNED
$320M
$458 ﹤0.01%
6
-4
-40% -$305
SPIR icon
5468
Spire Global
SPIR
$335M
$456 ﹤0.01%
38
KRON
5469
DELISTED
Kronos Bio
KRON
$455 ﹤0.01%
350
IMDX
5470
Insight Molecular Diagnostics
IMDX
$95.3M
$451 ﹤0.01%
154
UBX
5471
DELISTED
Unity Biotechnology
UBX
$444 ﹤0.01%
271
+14
+5% +$23
BQ
5472
Boqii Holding Ltd
BQ
$8.67M
$431 ﹤0.01%
+177
New +$431
PROV icon
5473
Provident Financial
PROV
$104M
$428 ﹤0.01%
32
CYBN
5474
Cybin
CYBN
$142M
$427 ﹤0.01%
27
AKBA icon
5475
Akebia Therapeutics
AKBA
$732M
$423 ﹤0.01%
231