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
PFN
5576
PIMCO Income Strategy Fund II
PFN
$716M
$774 ﹤0.01%
107
-13,279
-99% -$96.1K
LDTC
5577
DELISTED
LeddarTech
LDTC
$771 ﹤0.01%
+300
New +$771
GTHX
5578
DELISTED
G1 Therapeutics, Inc. Common Stock
GTHX
$763 ﹤0.01%
250
-9,110
-97% -$27.8K
GMDA
5579
DELISTED
Gamida Cell Ltd. Ordinary Shares
GMDA
$759 ﹤0.01%
1,838
ESOA icon
5580
Energy Services of America
ESOA
$173M
$753 ﹤0.01%
126
+115
+1,045% +$687
SNCR icon
5581
Synchronoss Technologies
SNCR
$66.8M
$751 ﹤0.01%
121
+4
+3% +$25
IRIX icon
5582
IRIDEX
IRIX
$23.3M
$736 ﹤0.01%
262
+247
+1,647% +$694
LVLU icon
5583
Lulu's Fashion Lounge
LVLU
$12.9M
$733 ﹤0.01%
26
+25
+2,500% +$705
GDEC icon
5584
FT Vest US Equity Moderate Buffer ETF December
GDEC
$284M
$726 ﹤0.01%
+24
New +$726
SUP
5585
DELISTED
Superior Industries International
SUP
$723 ﹤0.01%
226
+196
+653% +$627
AIVI icon
5586
WisdomTree International AI Enhanced Value Fund
AIVI
$58.1M
$721 ﹤0.01%
17
-34
-67% -$1.44K
AOD
5587
abrdn Total Dynamic Dividend Fund
AOD
$985M
$717 ﹤0.01%
89
-28,115
-100% -$227K
SIXJ icon
5588
AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
SIXJ
$167M
$717 ﹤0.01%
+27
New +$717
PBUS icon
5589
Invesco MSCI USA ETF
PBUS
$8.62B
$716 ﹤0.01%
15
-184
-92% -$8.78K
CVM icon
5590
CEL-SCI Corp
CVM
$67.7M
$704 ﹤0.01%
9
EPOL icon
5591
iShares MSCI Poland ETF
EPOL
$458M
$702 ﹤0.01%
31
-4,674
-99% -$106K
SCOR icon
5592
Comscore
SCOR
$32.2M
$701 ﹤0.01%
42
+35
+500% +$584
SMSI icon
5593
Smith Micro Software
SMSI
$15.4M
$690 ﹤0.01%
104
+84
+420% +$557
AXR icon
5594
AMREP Corp
AXR
$118M
$681 ﹤0.01%
31
+28
+933% +$615
WKSP icon
5595
Worksport
WKSP
$22.6M
$660 ﹤0.01%
+44
New +$660
TXMD icon
5596
TherapeuticsMD
TXMD
$12.8M
$659 ﹤0.01%
293
-20
-6% -$45
SABS icon
5597
SAB Biotherapeutics
SABS
$22.1M
$654 ﹤0.01%
95
+2
+2% +$14
DERM icon
5598
Journey Medical
DERM
$193M
$645 ﹤0.01%
112
+105
+1,500% +$605
ENLV icon
5599
Enlivex Therapeutics
ENLV
$25.5M
$640 ﹤0.01%
237
-963
-80% -$2.6K
APCX
5600
DELISTED
AppTech Payments
APCX
$633 ﹤0.01%
318
+301
+1,771% +$599