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
+3.06%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.26T
AUM Growth
+$14.3B
Cap. Flow
+$5.38B
Cap. Flow %
0.43%
Top 10 Hldgs %
25.81%
Holding
6,736
New
347
Increased
3,014
Reduced
2,161
Closed
355

Sector Composition

1 Technology 24.62%
2 Financials 10.74%
3 Consumer Discretionary 10.45%
4 Healthcare 8.46%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
MRBK icon
5601
Meridian
MRBK
$176M
$219 ﹤0.01%
16
RELIW icon
5602
Reliance Global Group, Inc. Series A Warrants
RELIW
$64.5K
0
-$162
AIRJ
5603
Montana Technologies Corp
AIRJ
$285M
$215 ﹤0.01%
+27
New +$215
VISL
5604
DELISTED
Vislink Technologies, Inc. Common Stock
VISL
$214 ﹤0.01%
56
APT icon
5605
Alpha Pro Tech
APT
$51M
$212 ﹤0.01%
40
FELV icon
5606
Fidelity Enhanced Large Cap Value ETF
FELV
$2.42B
$209 ﹤0.01%
+6
New +$209
BODI icon
5607
The Beachbody Company, Inc. Class A Common Stock
BODI
$41.8M
$209 ﹤0.01%
34
IJUL icon
5608
Innovator International Developed Power Buffer ETF July
IJUL
$234M
$208 ﹤0.01%
7
-2,647
-100% -$78.7K
MEIP icon
5609
MEI Pharma
MEIP
$98.2M
$204 ﹤0.01%
83
WAI
5610
Top KingWin Ltd Class A Ordinary Shares
WAI
$114M
$203 ﹤0.01%
+24
New +$203
CRD.B icon
5611
Crawford & Co Class B
CRD.B
$489M
$198 ﹤0.01%
17
RMBI icon
5612
Richmond Mutual Bancorp
RMBI
$139M
$198 ﹤0.01%
14
AIRG icon
5613
Airgain
AIRG
$50.1M
$197 ﹤0.01%
28
+22
+367% +$155
BMTX
5614
DELISTED
BM Technologies, Inc.
BMTX
$196 ﹤0.01%
40
CHMI
5615
Cherry Hill Mortgage Investment Corp
CHMI
$106M
$195 ﹤0.01%
74
MESA icon
5616
Mesa Air Group
MESA
$56.5M
$195 ﹤0.01%
168
-3
-2% -$3
TOON icon
5617
Kartoon Studios
TOON
$38.6M
$192 ﹤0.01%
326
+299
+1,107% +$176
IDN icon
5618
Intellicheck
IDN
$112M
$191 ﹤0.01%
68
-2
-3% -$6
LFT
5619
Lument Finance Trust
LFT
$122M
$188 ﹤0.01%
73
-205
-74% -$528
CENN icon
5620
Cenntro
CENN
$27.8M
$185 ﹤0.01%
173
+1
+0.6% +$1
COYA icon
5621
Coya Therapeutics
COYA
$107M
$183 ﹤0.01%
32
+1
+3% +$6
CNET icon
5622
ZW Data Action Technologies
CNET
$4.39M
$180 ﹤0.01%
100
GORV icon
5623
Lazydays
GORV
$10.3M
$177 ﹤0.01%
6
-1
-14% -$30
SYTA icon
5624
Siyata Mobile
SYTA
$31.8M
$176 ﹤0.01%
+29
New +$176
CNTX icon
5625
Context Therapeutics
CNTX
$77.1M
$174 ﹤0.01%
166
-7
-4% -$7