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
SCPX
5476
DELISTED
Scorpius Holdings, Inc.
SCPX
0
-$993
CTSO icon
5477
Cytosorbents Corp
CTSO
$57.1M
$699 ﹤0.01%
372
CBIO
5478
Crescent Biopharma
CBIO
$175M
$699 ﹤0.01%
5
-3
-38% -$419
UBFO icon
5479
United Security Bancshares
UBFO
$171M
$692 ﹤0.01%
93
CONN
5480
DELISTED
Conn's Inc.
CONN
$691 ﹤0.01%
175
BNED icon
5481
Barnes & Noble Education
BNED
$316M
$689 ﹤0.01%
6
SBLX
5482
StableX Technologies
SBLX
$3.83M
$683 ﹤0.01%
19
AMBR
5483
Amber International Holding Ltd
AMBR
$371M
$673 ﹤0.01%
347
+106
+44% +$206
BKT icon
5484
BlackRock Income Trust
BKT
$278M
$649 ﹤0.01%
+57
New +$649
AADR icon
5485
AdvisorShares Dorsey Wright ADR ETF
AADR
$45.6M
$629 ﹤0.01%
12
+11
+1,100% +$577
APVO icon
5486
Aptevo Therapeutics
APVO
$5.46M
0
BWG
5487
BrandywineGLOBAL Global Income Opportunities Fund
BWG
$149M
$623 ﹤0.01%
+83
New +$623
KA
5488
DELISTED
Kineta, Inc. Common Stock
KA
$621 ﹤0.01%
182
+49
+37% +$167
GLTO icon
5489
Galecto
GLTO
$3.8M
$614 ﹤0.01%
34
ADVM icon
5490
Adverum Biotechnologies
ADVM
$85.8M
$608 ﹤0.01%
41
-142
-78% -$2.11K
UBX
5491
DELISTED
Unity Biotechnology
UBX
$602 ﹤0.01%
251
-552
-69% -$1.32K
IMUX icon
5492
Immunic
IMUX
$85.6M
$598 ﹤0.01%
407
SKIL icon
5493
Skillsoft
SKIL
$124M
$591 ﹤0.01%
33
-3,260
-99% -$58.4K
SABS icon
5494
SAB Biotherapeutics
SABS
$25.5M
$584 ﹤0.01%
93
+5
+6% +$31
VYNE icon
5495
VYNE Therapeutics
VYNE
$7.77M
$584 ﹤0.01%
146
+138
+1,725% +$552
GAN
5496
DELISTED
GAN Ltd
GAN
$580 ﹤0.01%
500
-2,747
-85% -$3.19K
ATHX
5497
DELISTED
Athersys, Inc. Common Stock
ATHX
$580 ﹤0.01%
1,341
+1,316
+5,264% +$569
TMC icon
5498
TMC The Metals Company
TMC
$2.37B
$576 ﹤0.01%
+581
New +$576
OXSQ icon
5499
Oxford Square Capital
OXSQ
$149M
$566 ﹤0.01%
188
-391
-68% -$1.18K
CCEL icon
5500
Cryo-Cell International
CCEL
$39.6M
$563 ﹤0.01%
+107
New +$563