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
YDKG
5576
Yueda Digital Holding Class A Ordinary Share
YDKG
$385M
$159 ﹤0.01%
+100
New +$159
JVA icon
5577
Coffee Holding Co
JVA
$28.4M
$158 ﹤0.01%
100
+1
+1% +$2
RMBI icon
5578
Richmond Mutual Bancorp
RMBI
$143M
$156 ﹤0.01%
14
-1,339
-99% -$14.9K
UXIN
5579
Uxin Ltd
UXIN
$744M
$155 ﹤0.01%
73
-996
-93% -$2.12K
VNET
5580
VNET Group
VNET
$2.67B
$155 ﹤0.01%
+100
New +$155
CRD.B icon
5581
Crawford & Co Class B
CRD.B
$519M
$154 ﹤0.01%
17
+4
+31% +$36
GLDI icon
5582
Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033
GLDI
$36.7M
$154 ﹤0.01%
1
MBIO icon
5583
Mustang Bio
MBIO
$11.7M
$154 ﹤0.01%
3
AIRG icon
5584
Airgain
AIRG
$52.7M
$153 ﹤0.01%
28
+6
+27% +$33
NBB icon
5585
Nuveen Taxable Municipal Income Fund
NBB
$469M
$153 ﹤0.01%
10
-6,645
-100% -$102K
UNB icon
5586
Union Bankshares
UNB
$119M
$153 ﹤0.01%
5
-1,444
-100% -$44.2K
DBVT
5587
DBV Technologies
DBVT
$267M
$151 ﹤0.01%
20
SRFM icon
5588
Surf Air Mobility
SRFM
$192M
$151 ﹤0.01%
26
+6
+30% +$35
PPIH icon
5589
Perma-Pipe International
PPIH
$191M
$150 ﹤0.01%
19
+5
+36% +$39
MESA icon
5590
Mesa Air Group
MESA
$55.3M
$149 ﹤0.01%
170
+26
+18% +$23
FCAP icon
5591
First Capital
FCAP
$151M
$145 ﹤0.01%
5
GENI icon
5592
Genius Sports
GENI
$3.06B
$143 ﹤0.01%
25
SOND icon
5593
Sonder
SOND
$22M
$142 ﹤0.01%
48
+7
+17% +$21
PRN icon
5594
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$376M
$140 ﹤0.01%
1
CRDF icon
5595
Cardiff Oncology
CRDF
$136M
$139 ﹤0.01%
26
RDI icon
5596
Reading International Class A
RDI
$34.8M
$138 ﹤0.01%
75
+13
+21% +$24
SCPX
5597
DELISTED
Scorpius Holdings, Inc.
SCPX
-1
Closed -$1.19K
FAZ icon
5598
Direxion Daily Financial Bear 3x Shares
FAZ
$108M
$137 ﹤0.01%
14
-571
-98% -$5.59K
AAMC
5599
DELISTED
Altisource Asset Mgmt Corp
AAMC
$137 ﹤0.01%
42
-100
-70% -$326
ZOM
5600
DELISTED
Zomedica Corp.
ZOM
$133 ﹤0.01%
913