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
CMPS
5601
Compass Pathways
CMPS
$503M
$630 ﹤0.01%
72
-4,901
-99% -$42.9K
BSBK icon
5602
Bogota Financial
BSBK
$116M
$627 ﹤0.01%
78
+72
+1,200% +$579
IDR icon
5603
Idaho Strategic Resources
IDR
$426M
$620 ﹤0.01%
98
+86
+717% +$544
LFLY
5604
DELISTED
Leafly Holdings, Inc. Common Stock
LFLY
$615 ﹤0.01%
128
+1
+0.8% +$5
GLTO icon
5605
Galecto
GLTO
$3.71M
$611 ﹤0.01%
34
IMUX icon
5606
Immunic
IMUX
$84.1M
$611 ﹤0.01%
407
DSX.WS icon
5607
Diana Shipping Inc. Warrants to Purchase Common Stock (expiring on or about December 14, 2026)
DSX.WS
$15.1M
0
KOMP icon
5608
SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.49B
$607 ﹤0.01%
+13
New +$607
BJUL icon
5609
Innovator US Equity Buffer ETF July
BJUL
$294M
$602 ﹤0.01%
16
-827
-98% -$31.1K
SLX icon
5610
VanEck Steel ETF
SLX
$83M
$590 ﹤0.01%
8
-2,000
-100% -$148K
AAMC
5611
DELISTED
Altisource Asset Mgmt Corp
AAMC
$588 ﹤0.01%
142
+13
+10% +$54
JRI icon
5612
Nuveen Real Asset Income & Growth Fund
JRI
$387M
$586 ﹤0.01%
50
QTTB icon
5613
Q32 Bio
QTTB
$22.9M
$580 ﹤0.01%
53
SUZ icon
5614
Suzano
SUZ
$11.8B
$579 ﹤0.01%
51
-102
-67% -$1.16K
BSGM icon
5615
BioSig Technologies, Inc. Common Stock
BSGM
$215M
$552 ﹤0.01%
116
+104
+867% +$495
CSBR icon
5616
Champions Oncology
CSBR
$89.1M
$541 ﹤0.01%
100
+89
+809% +$481
FCUV icon
5617
Focus Universal
FCUV
$20M
$532 ﹤0.01%
36
+13
+57% +$192
EPOW icon
5618
Sunrise New Energy
EPOW
$23.5M
$529 ﹤0.01%
+509
New +$529
GOEV
5619
DELISTED
Canoo Inc. Class A Common Stock
GOEV
$524 ﹤0.01%
4
-5
-56% -$655
IIGD icon
5620
Invesco Investment Grade Defensive ETF
IIGD
$27.5M
$518 ﹤0.01%
21
+20
+2,000% +$493
LODE icon
5621
Comstock
LODE
$138M
$516 ﹤0.01%
94
+83
+755% +$456
SBLX
5622
StableX Technologies, Inc. Common Stock
SBLX
$3.78M
$512 ﹤0.01%
18
-1
-5% -$28
SCX
5623
DELISTED
The L.S. Starrett Company
SCX
$508 ﹤0.01%
42
+35
+500% +$423
BOXL icon
5624
Boxlight
BOXL
$4.65M
$507 ﹤0.01%
95
-96
-50% -$512
FSFG icon
5625
First Savings Financial Group
FSFG
$193M
$504 ﹤0.01%
30