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
+11.29%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$979B
AUM Growth
+$122B
Cap. Flow
+$26.9B
Cap. Flow %
2.75%
Top 10 Hldgs %
20.99%
Holding
6,985
New
460
Increased
3,284
Reduced
2,043
Closed
468

Sector Composition

1 Technology 21.83%
2 Healthcare 10.29%
3 Financials 9.88%
4 Consumer Discretionary 9.44%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
JFU
5551
9F Inc
JFU
$30.6M
$908 ﹤0.01%
267
-1
-0.4% -$3
ORGNW icon
5552
Origin Materials, Inc. Warrants
ORGNW
$2.93M
0
-$2.33K
PYXS icon
5553
Pyxis Oncology
PYXS
$115M
$900 ﹤0.01%
500
PAYOW
5554
DELISTED
Payoneer Global Inc. Warrant
PAYOW
0
SRET icon
5555
Global X SuperDividend REIT ETF
SRET
$200M
$885 ﹤0.01%
40
SYRE icon
5556
Spyre Therapeutics
SYRE
$978M
$882 ﹤0.01%
41
ACHL
5557
DELISTED
Achilles Therapeutics plc American Depositary Shares
ACHL
$879 ﹤0.01%
989
LNSR icon
5558
LENSAR
LNSR
$145M
$874 ﹤0.01%
249
+4
+2% +$14
CRESY
5559
Cresud
CRESY
$537M
$863 ﹤0.01%
+91
New +$863
KRRO icon
5560
Korro Bio
KRRO
$323M
$862 ﹤0.01%
18
+6
+50% +$287
NOTV icon
5561
Inotiv
NOTV
$49.5M
$862 ﹤0.01%
235
BVFL icon
5562
BV Financial
BVFL
$166M
$837 ﹤0.01%
+59
New +$837
VOC icon
5563
VOC Energy
VOC
$46.2M
$835 ﹤0.01%
+116
New +$835
DINT icon
5564
Davis Select International ETF
DINT
$253M
$834 ﹤0.01%
+45
New +$834
BDSX icon
5565
Biodesix
BDSX
$60.6M
$822 ﹤0.01%
447
+436
+3,964% +$802
FEM icon
5566
First Trust Emerging Markets AlphaDEX Fund
FEM
$468M
$819 ﹤0.01%
37
-693
-95% -$15.3K
SLDB icon
5567
Solid Biosciences
SLDB
$413M
$817 ﹤0.01%
133
MDVL
5568
DELISTED
MedAvail Holdings, Inc. Common Stock
MDVL
$816 ﹤0.01%
185
+184
+18,400% +$812
OXSQ icon
5569
Oxford Square Capital
OXSQ
$169M
$815 ﹤0.01%
285
+97
+52% +$277
TIPZ icon
5570
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
$104M
$800 ﹤0.01%
15
-5,490
-100% -$293K
DOGZ icon
5571
Dogness International Corp
DOGZ
$179M
$792 ﹤0.01%
+150
New +$792
SER icon
5572
Serina Therapeutics
SER
$52.3M
$790 ﹤0.01%
58
LEDS icon
5573
SemiLEDS
LEDS
$16.2M
$785 ﹤0.01%
599
-1
-0.2% -$1
GROM
5574
DELISTED
Grom Social Enterprises Inc. Common Stock
GROM
$785 ﹤0.01%
+695
New +$785
NMG
5575
Nouveau Monde Graphite
NMG
$296M
$783 ﹤0.01%
+300
New +$783