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
DRRX
5601
DELISTED
DURECT Corp
DRRX
$132 ﹤0.01%
109
-12,795
-99% -$15.5K
FTEK icon
5602
Fuel Tech
FTEK
$106M
$132 ﹤0.01%
109
+19
+21% +$23
AUID icon
5603
authID Inc
AUID
$37.1M
$130 ﹤0.01%
17
+4
+31% +$31
MCHX icon
5604
Marchex
MCHX
$85.7M
$130 ﹤0.01%
95
-148
-61% -$203
OSS icon
5605
One Stop Systems
OSS
$151M
$130 ﹤0.01%
40
-39
-49% -$127
NCTY
5606
The9 Ltd
NCTY
$145M
$128 ﹤0.01%
19
-501
-96% -$3.38K
CGTX icon
5607
Cognition Therapeutics
CGTX
$129M
$127 ﹤0.01%
70
+35
+100% +$64
LPTH icon
5608
Lightpath Technologies
LPTH
$302M
$127 ﹤0.01%
92
-163
-64% -$225
ORGS
5609
DELISTED
Orgenesis Inc. Common Stock
ORGS
$127 ﹤0.01%
16
+2
+14% +$16
MDIV icon
5610
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$426M
$126 ﹤0.01%
8
-8
-50% -$126
REE icon
5611
REE Automotive
REE
$20.5M
$123 ﹤0.01%
21
+2
+11% +$12
USEA icon
5612
United Maritime
USEA
$15.5M
$121 ﹤0.01%
46
+2
+5% +$5
CVII
5613
DELISTED
Churchill Capital Corp VII Class A Common Stock
CVII
$118 ﹤0.01%
11
-499,989
-100% -$5.36M
DPSI
5614
DELISTED
DecisionPoint Systems, Inc.
DPSI
$118 ﹤0.01%
13
+2
+18% +$18
DARE icon
5615
Dare Bioscience
DARE
$28.2M
$117 ﹤0.01%
20
-1,005
-98% -$5.88K
KTCC icon
5616
Key Tronic
KTCC
$38.6M
$117 ﹤0.01%
25
+7
+39% +$33
QUBT icon
5617
Quantum Computing Inc
QUBT
$3.31B
$117 ﹤0.01%
118
-404
-77% -$401
LUMO
5618
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
$116 ﹤0.01%
41
+3
+8% +$8
ELDN icon
5619
Eledon Pharmaceuticals
ELDN
$156M
$115 ﹤0.01%
56
-934
-94% -$1.92K
BWEN icon
5620
Broadwind
BWEN
$49.3M
$112 ﹤0.01%
47
-74
-61% -$176
CRWS icon
5621
Crown Crafts
CRWS
$30.4M
$112 ﹤0.01%
22
-818
-97% -$4.16K
QLGN icon
5622
Qualigen Therapeutics
QLGN
$9.63M
$112 ﹤0.01%
6
-2
-25% -$37
SIFY
5623
Sify Technologies
SIFY
$889M
$112 ﹤0.01%
15
TCHP icon
5624
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.59B
$112 ﹤0.01%
3
TVGN icon
5625
Tevogen Bio Holdings
TVGN
$164M
$112 ﹤0.01%
+30
New +$112