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
VHC icon
5501
VirnetX
VHC
$74.8M
$322 ﹤0.01%
51
+1
+2% +$6
WWR icon
5502
Westwater Resources
WWR
$71.5M
$322 ﹤0.01%
658
-974
-60% -$477
SPMO icon
5503
Invesco S&P 500 Momentum ETF
SPMO
$12.8B
$321 ﹤0.01%
4
IJAN icon
5504
Innovator International Developed Power Buffer ETF January
IJAN
$169M
$316 ﹤0.01%
+10,107
New +$316
FRSX
5505
Foresight Autonomous Holdings
FRSX
$7.19M
$315 ﹤0.01%
42
-587
-93% -$4.4K
WGS icon
5506
GeneDx Holdings
WGS
$3.7B
$310 ﹤0.01%
34
XBIT icon
5507
XBiotech
XBIT
$80.8M
$309 ﹤0.01%
38
OBE
5508
Obsidian Energy
OBE
$429M
$298 ﹤0.01%
42
PSNL icon
5509
Personalis
PSNL
$546M
$298 ﹤0.01%
200
-686
-77% -$1.02K
HIVE
5510
HIVE Digital Technologies
HIVE
$856M
$286 ﹤0.01%
100
-3
-3% -$9
BOXL icon
5511
Boxlight
BOXL
$13.4M
$283 ﹤0.01%
86
-9
-9% -$30
KALA icon
5512
KALA BIO
KALA
$130M
$274 ﹤0.01%
35
+4
+13% +$31
CULP icon
5513
Culp
CULP
$53.8M
$269 ﹤0.01%
56
-1,573
-97% -$7.56K
LEE icon
5514
Lee Enterprises
LEE
$35.3M
$266 ﹤0.01%
20
PEX icon
5515
ProShares Global Listed Private Equity ETF
PEX
$14.6M
$266 ﹤0.01%
9
ELBM
5516
Electra Battery Materials
ELBM
$19.6M
$265 ﹤0.01%
14
+2
+17% +$38
QMOM icon
5517
Alpha Architect US Quantitative Momentum ETF
QMOM
$340M
$265 ﹤0.01%
4
-3
-43% -$199
EMKR
5518
DELISTED
Emcore Corp
EMKR
$257 ﹤0.01%
74
+4
+6% +$14
BFI
5519
DELISTED
BurgerFi International, Inc. Common Stock
BFI
$254 ﹤0.01%
440
+12
+3% +$7
RCON icon
5520
Recon Technology
RCON
$60.9M
$252 ﹤0.01%
94
+56
+147% +$150
RELIW icon
5521
Reliance Global Series A Warrants
RELIW
$77.4K
0
-$202
AUMN
5522
DELISTED
Golden Minerals Company
AUMN
$252 ﹤0.01%
600
MLTX icon
5523
MoonLake Immunotherapeutics
MLTX
$3.39B
$251 ﹤0.01%
5
-1,443
-100% -$72.4K
APT icon
5524
Alpha Pro Tech
APT
$50.3M
$250 ﹤0.01%
40
-19
-32% -$119
IDN icon
5525
Intellicheck
IDN
$112M
$240 ﹤0.01%
69
+13
+23% +$45