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
+13.64%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.45T
AUM Growth
+$141B
Cap. Flow
+$5.68B
Cap. Flow %
0.39%
Top 10 Hldgs %
26.46%
Holding
6,883
New
436
Increased
2,262
Reduced
2,874
Closed
680

Sector Composition

1 Technology 25.87%
2 Financials 10.43%
3 Consumer Discretionary 10.13%
4 Communication Services 7.61%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ORGN icon
5601
Origin Materials
ORGN
$81.4M
$384 ﹤0.01%
794
TOUR
5602
Tuniu
TOUR
$107M
$381 ﹤0.01%
+452
New +$381
VFL
5603
abrdn National Municipal Income Fund
VFL
$126M
$377 ﹤0.01%
+39
New +$377
RPID icon
5604
Rapid Micro Biosystems
RPID
$130M
$376 ﹤0.01%
109
AVTX icon
5605
Avalo Therapeutics
AVTX
$143M
$369 ﹤0.01%
74
-1,031
-93% -$5.14K
STEM icon
5606
Stem
STEM
$122M
$368 ﹤0.01%
59
-3,531
-98% -$22K
OKUR
5607
OnKure Therapeutics, Inc. Class A Common Stock
OKUR
$33M
$368 ﹤0.01%
154
-77
-33% -$184
AUBN icon
5608
Auburn National Bancorp
AUBN
$89.1M
$363 ﹤0.01%
14
CARM icon
5609
Carisma Therapeutics
CARM
$15.8M
$361 ﹤0.01%
921
-27
-3% -$11
SPUS icon
5610
SP Funds S&P 500 Sharia ETF
SPUS
$1.55B
$355 ﹤0.01%
8
-21
-72% -$932
EQ icon
5611
Equillium
EQ
$118M
$349 ﹤0.01%
1,108
+1,070
+2,816% +$337
NXTC icon
5612
NextCure
NXTC
$14.6M
$348 ﹤0.01%
63
-4
-6% -$22
CAMP icon
5613
CAMP4 Therapeutics Corporation Common Stock
CAMP
$56M
$345 ﹤0.01%
238
-8,005
-97% -$11.6K
CXE
5614
MFS High Income Municipal Trust
CXE
$117M
$344 ﹤0.01%
+96
New +$344
SNOA icon
5615
Sonoma Pharmaceuticals
SNOA
$7.48M
$344 ﹤0.01%
120
-18
-13% -$52
NOTE icon
5616
FiscalNote
NOTE
$73.3M
$343 ﹤0.01%
53
-2,862
-98% -$18.5K
TXMD icon
5617
TherapeuticsMD
TXMD
$12.8M
$339 ﹤0.01%
293
-20
-6% -$23
BYSI icon
5618
BeyondSpring
BYSI
$75.4M
$336 ﹤0.01%
143
-457
-76% -$1.07K
TRX icon
5619
TRX Gold Corp
TRX
$131M
$335 ﹤0.01%
+1,000
New +$335
MRKR icon
5620
Marker Therapeutics
MRKR
$12.6M
$329 ﹤0.01%
215
+179
+497% +$274
PMM
5621
Putnam Managed Municipal Income
PMM
$262M
$329 ﹤0.01%
+55
New +$329
NCTY
5622
The9 Ltd
NCTY
$143M
$327 ﹤0.01%
+42
New +$327
IWMY icon
5623
Defiance R2000 Enhanced Options Income ETF
IWMY
$143M
$313 ﹤0.01%
13
RLYB icon
5624
Rallybio
RLYB
$24.7M
$298 ﹤0.01%
882
-62
-7% -$21
ICG
5625
Intchains Group
ICG
$113M
$288 ﹤0.01%
+160
New +$288