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
-2.33%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$857B
AUM Growth
-$16.8B
Cap. Flow
+$11.9B
Cap. Flow %
1.39%
Top 10 Hldgs %
20.4%
Holding
6,847
New
817
Increased
2,095
Reduced
2,897
Closed
321

Sector Composition

1 Technology 20.05%
2 Healthcare 11.18%
3 Financials 9.56%
4 Consumer Discretionary 9.09%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
AUMN
5551
DELISTED
Golden Minerals Company
AUMN
$386 ﹤0.01%
605
-345
-36% -$220
TWIN icon
5552
Twin Disc
TWIN
$195M
$371 ﹤0.01%
27
-243
-90% -$3.34K
WATT icon
5553
Energous
WATT
$12.3M
$370 ﹤0.01%
8
+1
+14% +$46
EAOR icon
5554
iShares ESG Aware Growth Allocation ETF
EAOR
$24.4M
$368 ﹤0.01%
+13
New +$368
FMY
5555
First Trust Mortgage Income Fund
FMY
$51.6M
$368 ﹤0.01%
+33
New +$368
AMPE
5556
DELISTED
Ampio Pharmaceuticals Inc.
AMPE
$368 ﹤0.01%
101
+100
+10,000% +$364
TECB icon
5557
iShares US Tech Breakthrough Multisector ETF
TECB
$463M
$366 ﹤0.01%
10
NTBL
5558
DELISTED
Notable Labs, Ltd. Ordinary Shares
NTBL
$366 ﹤0.01%
+43
New +$366
AQST icon
5559
Aquestive Therapeutics
AQST
$630M
$364 ﹤0.01%
238
-1,070
-82% -$1.64K
CNET icon
5560
ZW Data Action Technologies
CNET
$5.56M
$360 ﹤0.01%
100
CMLS
5561
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
$356 ﹤0.01%
70
-21,233
-100% -$108K
RELIW icon
5562
Reliance Global Series A Warrants
RELIW
$77.4K
0
-$536
ELMD icon
5563
Electromed
ELMD
$206M
$353 ﹤0.01%
34
CYTH
5564
DELISTED
Cyclo Therapeutics, Inc. Common Stock
CYTH
$341 ﹤0.01%
+240
New +$341
CIA icon
5565
Citizens
CIA
$285M
$339 ﹤0.01%
+119
New +$339
VXRT
5566
DELISTED
Vaxart
VXRT
$339 ﹤0.01%
450
ITRG
5567
Integra Resources
ITRG
$507M
$338 ﹤0.01%
+400
New +$338
OFS icon
5568
OFS Capital
OFS
$111M
$337 ﹤0.01%
30
SLDB icon
5569
Solid Biosciences
SLDB
$401M
$335 ﹤0.01%
133
LPTX icon
5570
Leap Therapeutics
LPTX
$12.4M
$334 ﹤0.01%
242
+15
+7% +$21
DNN icon
5571
Denison Mines
DNN
$2.46B
$330 ﹤0.01%
+200
New +$330
AKA icon
5572
a.k.a. Brands
AKA
$117M
$328 ﹤0.01%
63
+60
+2,000% +$312
NCTY
5573
The9 Ltd
NCTY
$141M
$328 ﹤0.01%
+49
New +$328
CVM icon
5574
CEL-SCI Corp
CVM
$61.8M
$324 ﹤0.01%
9
BGSF icon
5575
BGSF Inc
BGSF
$84.8M
$317 ﹤0.01%
33
+12
+57% +$115