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
TBIO
5526
DELISTED
Telesis Bio, Inc. Common Stock
TBIO
$234 ﹤0.01%
30
+2
+7% +$16
NRXP icon
5527
NRX Pharmaceuticals
NRXP
$68.7M
$232 ﹤0.01%
49
-1,632
-97% -$7.73K
DGXX
5528
Digi Power X Inc
DGXX
$114M
$231 ﹤0.01%
158
-1,897
-92% -$2.77K
LITS
5529
Lite Strategy Inc
LITS
$87M
$228 ﹤0.01%
57
+4
+8% +$16
AREC icon
5530
American Resources Corp
AREC
$254M
$227 ﹤0.01%
161
-19,141
-99% -$27K
ESP icon
5531
Espey Mfg & Electronics Corp
ESP
$125M
$227 ﹤0.01%
9
+2
+29% +$50
MLSS icon
5532
Milestone Scientific
MLSS
$39.4M
$223 ﹤0.01%
358
+29
+9% +$18
UJUL icon
5533
Innovator US Equity Ultra Buffer ETF July
UJUL
$218M
$223 ﹤0.01%
7
CLLS
5534
Cellectis
CLLS
$367M
$220 ﹤0.01%
83
ARBK
5535
Argo Blockchain
ARBK
$20M
$217 ﹤0.01%
100
-4,473
-98% -$9.71K
FGBI icon
5536
First Guaranty Bancshares
FGBI
$125M
$213 ﹤0.01%
21
CYTH
5537
DELISTED
Cyclo Therapeutics, Inc. Common Stock
CYTH
$213 ﹤0.01%
153
+135
+750% +$188
IDR icon
5538
Idaho Strategic Resources
IDR
$426M
$212 ﹤0.01%
25
-73
-74% -$619
CNTB
5539
Connect Biopharma Holdings
CNTB
$89.7M
$211 ﹤0.01%
121
QMCO icon
5540
Quantum Corp
QMCO
$159M
$210 ﹤0.01%
18
+3
+20% +$35
TKNO icon
5541
Alpha Teknova
TKNO
$277M
$210 ﹤0.01%
83
IXG icon
5542
iShares Global Financials ETF
IXG
$588M
$209 ﹤0.01%
2
SSKN icon
5543
Strata Skin Sciences
SSKN
$8.69M
$208 ﹤0.01%
55
-8
-13% -$30
RSSS icon
5544
Research Solutions
RSSS
$125M
$205 ﹤0.01%
65
-52
-44% -$164
APVO icon
5545
Aptevo Therapeutics
APVO
$5.56M
0
-$343
TBNK
5546
DELISTED
Territorial Bancorp Inc.
TBNK
$202 ﹤0.01%
25
-2,060
-99% -$16.6K
BCH icon
5547
Banco de Chile
BCH
$15B
$200 ﹤0.01%
9
-98,677
-100% -$2.19M
TEQI icon
5548
T. Rowe Price Equity Income ETF
TEQI
$327M
$200 ﹤0.01%
4
AC
5549
DELISTED
Associated Capital Group
AC
$196 ﹤0.01%
6
RGTI icon
5550
Rigetti Computing
RGTI
$9.27B
$186 ﹤0.01%
122
-1,535
-93% -$2.34K