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
+3.06%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.26T
AUM Growth
+$14.3B
Cap. Flow
+$5.38B
Cap. Flow %
0.43%
Top 10 Hldgs %
25.81%
Holding
6,736
New
347
Increased
3,014
Reduced
2,161
Closed
355

Sector Composition

1 Technology 24.62%
2 Financials 10.74%
3 Consumer Discretionary 10.45%
4 Healthcare 8.46%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BOLT icon
5501
Bolt Biotherapeutics
BOLT
$10.2M
$487 ﹤0.01%
46
HDRO
5502
DELISTED
Defiance Next Gen H2 ETF
HDRO
$486 ﹤0.01%
+14
New +$486
SPCB icon
5503
SuperCom
SPCB
$42.1M
$482 ﹤0.01%
100
-2,700
-96% -$13K
AOD
5504
abrdn Total Dynamic Dividend Fund
AOD
$975M
$480 ﹤0.01%
57
CHIQ icon
5505
Global X MSCI China Consumer Discretionary ETF
CHIQ
$244M
$475 ﹤0.01%
25
KTTA icon
5506
Pasithea Therapeutics
KTTA
$5.73M
$473 ﹤0.01%
150
GLTO icon
5507
Galecto
GLTO
$3.84M
$466 ﹤0.01%
+100
New +$466
IMDX
5508
Insight Molecular Diagnostics Inc. Common Stock
IMDX
$87.9M
$465 ﹤0.01%
195
+41
+27% +$98
OBE
5509
Obsidian Energy
OBE
$419M
$462 ﹤0.01%
65
-619
-90% -$4.4K
MTNB icon
5510
Matinas BioPharma
MTNB
$9.05M
$461 ﹤0.01%
904
-8
-0.9% -$4
CTSO icon
5511
Cytosorbents Corp
CTSO
$58.8M
$450 ﹤0.01%
494
+122
+33% +$111
IXG icon
5512
iShares Global Financials ETF
IXG
$575M
$446 ﹤0.01%
4
+1
+33% +$112
GORO icon
5513
Gold Resource Corp
GORO
$106M
$442 ﹤0.01%
1,920
-608
-24% -$140
QMCO icon
5514
Quantum Corp
QMCO
$113M
$431 ﹤0.01%
8
-8
-50% -$431
KRON
5515
DELISTED
Kronos Bio
KRON
$426 ﹤0.01%
448
-4
-0.9% -$4
RVPH icon
5516
Reviva Pharmaceuticals
RVPH
$30.3M
$425 ﹤0.01%
+235
New +$425
XJUN icon
5517
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$146M
$425 ﹤0.01%
+11
New +$425
RFCI icon
5518
RiverFront Dynamic Core Income
RFCI
$18.3M
$421 ﹤0.01%
+18
New +$421
KALA icon
5519
KALA BIO
KALA
$105M
$416 ﹤0.01%
60
+20
+50% +$139
PRTS icon
5520
CarParts.com
PRTS
$48.1M
$415 ﹤0.01%
384
+121
+46% +$131
HYZNW
5521
DELISTED
Hyzon Motors Inc. Warrants
HYZNW
0
VHC icon
5522
VirnetX
VHC
$77.6M
$408 ﹤0.01%
52
ZGN icon
5523
Zegna
ZGN
$2.26B
$405 ﹤0.01%
49
MVSTW icon
5524
Microvast Holdings, Inc. Warrants
MVSTW
$39.5M
0
-$23
SABS icon
5525
SAB Biotherapeutics
SABS
$22.7M
$401 ﹤0.01%
105
-1
-0.9% -$4