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
+7.26%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$778B
AUM Growth
+$81B
Cap. Flow
+$31.6B
Cap. Flow %
4.05%
Top 10 Hldgs %
17%
Holding
5,911
New
434
Increased
2,093
Reduced
2,484
Closed
243
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
NOVN
5526
DELISTED
Novan, Inc. Common Stock
NOVN
-100
Closed -$2K
ACNT icon
5527
Ascent Industries
ACNT
$114M
$0 ﹤0.01%
10
ADAG
5528
Adagene
ADAG
$104M
-34,360
Closed -$617K
ADNWW
5529
Advent Technologies Holdings Warrant
ADNWW
$10.6K
0
-$287K
AG icon
5530
First Majestic Silver
AG
$4.47B
-14,687
Closed -$229K
AIHS icon
5531
Senmiao Technology Ltd
AIHS
$2.64M
0
ALOT icon
5532
AstroNova
ALOT
$86.6M
$0 ﹤0.01%
8
AMPY icon
5533
Amplify Energy
AMPY
$155M
$0 ﹤0.01%
16
APDN icon
5534
Applied DNA Sciences
APDN
$1.24M
0
AVAL icon
5535
Grupo Aval
AVAL
$3.93B
$0 ﹤0.01%
5
-1,113,595
-100%
AVPT icon
5536
AvePoint
AVPT
$3.45B
0
AYTU icon
5537
AYTU BioPharma
AYTU
$20.2M
-2,769
Closed -$421K
BBDC icon
5538
Barings BDC
BBDC
$987M
-13,442
Closed -$134K
BBGI icon
5539
Beasley Broadcasting Group
BBGI
$8.48M
-563
Closed -$32K
BKF icon
5540
iShares MSCI BIC ETF
BKF
$91M
-618
Closed -$33K
BKKT icon
5541
Bakkt Holdings
BKKT
$122M
0
BKYI
5542
BIO-key International
BKYI
$5.16M
0
BLOK icon
5543
Amplify Transformational Data Sharing ETF
BLOK
$1.16B
$0 ﹤0.01%
8
-1
-11%
BOXL icon
5544
Boxlight
BOXL
$4.49M
-11
Closed -$1K
BQ
5545
Boqii Holding Limited
BQ
$8.7M
-3
Closed -$3K
BSGM icon
5546
BioSig Technologies, Inc. Common Stock
BSGM
$156M
$0 ﹤0.01%
4
-932
-100%
BSVN icon
5547
Bank7 Corp
BSVN
$458M
$0 ﹤0.01%
5
-8,831
-100%
BTCT icon
5548
BTC Digital
BTCT
$23.4M
0
BUZZ icon
5549
VanEck Social Sentiment ETF
BUZZ
$99M
-4,357
Closed -$105K
BWAY
5550
Brainsway
BWAY
$300M
$0 ﹤0.01%
5