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
LXEO icon
5476
Lexeo Therapeutics
LXEO
$280M
$1.5K ﹤0.01%
+112
New +$1.5K
PODC icon
5477
PodcastOne
PODC
$44.1M
$1.5K ﹤0.01%
808
+798
+7,980% +$1.48K
NKGNW
5478
DELISTED
NKGen Biotech, Inc. Warrants
NKGNW
0
-$7.29K
BNED icon
5479
Barnes & Noble Education
BNED
$289M
$1.48K ﹤0.01%
10
+4
+67% +$594
INDO icon
5480
Indonesia Energy Corp
INDO
$43.5M
$1.48K ﹤0.01%
+545
New +$1.48K
FDM icon
5481
First Trust Dow Jones Select MicroCap Index Fund
FDM
$204M
$1.47K ﹤0.01%
24
HPI
5482
John Hancock Preferred Income Fund
HPI
$448M
$1.45K ﹤0.01%
+92
New +$1.45K
DCFC
5483
DELISTED
Tritium DCFC Limited Ordinary Shares
DCFC
$1.45K ﹤0.01%
33
+30
+1,000% +$1.32K
AREN icon
5484
Arena Group
AREN
$272M
$1.42K ﹤0.01%
597
+557
+1,393% +$1.33K
PXLW icon
5485
Pixelworks
PXLW
$66.5M
$1.42K ﹤0.01%
90
+14
+18% +$221
CPSH icon
5486
CPS Technologies
CPSH
$48.7M
$1.41K ﹤0.01%
599
+6
+1% +$14
STTK icon
5487
Shattuck Labs
STTK
$94.8M
$1.4K ﹤0.01%
196
-1,230
-86% -$8.77K
BBAR icon
5488
BBVA Argentina
BBAR
$1.96B
$1.39K ﹤0.01%
256
FRD icon
5489
Friedman Industries
FRD
$151M
$1.39K ﹤0.01%
90
+82
+1,025% +$1.27K
PASG icon
5490
Passage Bio
PASG
$22.2M
$1.39K ﹤0.01%
69
-400
-85% -$8.06K
OGIG icon
5491
ALPS O'Shares Global Internet Giants ETF
OGIG
$164M
$1.39K ﹤0.01%
38
+21
+124% +$767
CRIS icon
5492
Curis
CRIS
$22.7M
$1.38K ﹤0.01%
108
-9
-8% -$115
IGC icon
5493
IGC Pharma
IGC
$36.7M
$1.38K ﹤0.01%
+4,917
New +$1.38K
VRM icon
5494
Vroom, Inc. Common Stock
VRM
$137M
$1.38K ﹤0.01%
29
-14
-33% -$665
JANZ icon
5495
TrueShares Structured Outcome January ETF
JANZ
$24.7M
$1.37K ﹤0.01%
+46
New +$1.37K
VRPX
5496
DELISTED
Virpax Pharmaceuticals, Inc. Common Stock
VRPX
$1.37K ﹤0.01%
+17
New +$1.37K
FCO
5497
abrdn Global Income Fund
FCO
$69.7M
$1.36K ﹤0.01%
210
+71
+51% +$459
AIRT icon
5498
Air T
AIRT
$1.35K ﹤0.01%
82
+81
+8,100% +$1.34K
PGP
5499
PIMCO Global StockPLUS & Income Fund
PGP
$99.5M
$1.35K ﹤0.01%
180
-7,408
-98% -$55.6K
PTN
5500
DELISTED
Palatin Technologies
PTN
$1.34K ﹤0.01%
337
+280
+491% +$1.11K