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
IDRV icon
5551
iShares Self-Driving EV and Tech ETF
IDRV
$160M
$315 ﹤0.01%
10
-1,223
-99% -$38.5K
VRME icon
5552
VerifyMe
VRME
$11M
$315 ﹤0.01%
231
-9
-4% -$12
CONY icon
5553
YieldMax COIN Option Income Strategy ETF
CONY
$1.41B
$314 ﹤0.01%
+24
New +$314
PVLA
5554
Palvella Therapeutics, Inc. Common Stock
PVLA
$623M
$312 ﹤0.01%
26
SSKN icon
5555
Strata Skin Sciences
SSKN
$6.55M
$306 ﹤0.01%
106
LTRX icon
5556
Lantronix
LTRX
$179M
$305 ﹤0.01%
74
-48,719
-100% -$201K
LPTH icon
5557
Lightpath Technologies
LPTH
$231M
$304 ﹤0.01%
86
-4
-4% -$14
BHIL
5558
DELISTED
Benson Hill, Inc.
BHIL
$304 ﹤0.01%
154
DFJ icon
5559
WisdomTree Japan SmallCap Dividend Fund
DFJ
$331M
$301 ﹤0.01%
4
-200
-98% -$15.1K
FGEN icon
5560
FibroGen
FGEN
$46.2M
$300 ﹤0.01%
23
-66,919
-100% -$873K
LEE icon
5561
Lee Enterprises
LEE
$27.6M
$295 ﹤0.01%
20
GSIW icon
5562
Garden Stage Ltd
GSIW
$7.5M
$294 ﹤0.01%
+441
New +$294
PDYN icon
5563
Palladyne AI
PDYN
$295M
$294 ﹤0.01%
24
-29
-55% -$355
HIVE
5564
HIVE Digital Technologies
HIVE
$712M
$287 ﹤0.01%
100
QMOM icon
5565
Alpha Architect US Quantitative Momentum ETF
QMOM
$338M
$287 ﹤0.01%
4
KSA icon
5566
iShares MSCI Saudi Arabia ETF
KSA
$559M
$286 ﹤0.01%
7
AGOX icon
5567
Adaptive Alpha Opportunities ETF
AGOX
$352M
$284 ﹤0.01%
+10
New +$284
RSSS icon
5568
Research Solutions
RSSS
$106M
$282 ﹤0.01%
68
-2
-3% -$8
GLBS icon
5569
Globus Maritime Ltd
GLBS
$21.6M
$281 ﹤0.01%
240
-87
-27% -$102
WIMI
5570
WiMi Hologram Cloud
WIMI
$41.2M
$281 ﹤0.01%
15
ESP icon
5571
Espey Mfg & Electronics Corp
ESP
$141M
$271 ﹤0.01%
9
TXMD icon
5572
TherapeuticsMD
TXMD
$12.6M
$271 ﹤0.01%
315
+22
+8% +$19
GIPR icon
5573
Generation Income Properties
GIPR
$5.28M
$262 ﹤0.01%
144
UBX
5574
DELISTED
Unity Biotechnology
UBX
$260 ﹤0.01%
266
-6
-2% -$6
XCUR icon
5575
Exicure
XCUR
$25.3M
$259 ﹤0.01%
19
+17
+850% +$232