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
+7.26%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$778B
AUM Growth
+$81B
Cap. Flow
+$31.6B
Cap. Flow %
4.05%
Top 10 Hldgs %
17%
Holding
5,911
New
434
Increased
2,093
Reduced
2,484
Closed
243
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
LABD icon
5626
Direxion Daily S&P Biotech Bear 3X Shares
LABD
$60.5M
-55
Closed -$1K
LAKE icon
5627
Lakeland Industries
LAKE
$143M
-419,095
Closed -$11.7M
LDI icon
5628
loanDepot
LDI
$477M
$0 ﹤0.01%
20
LFT
5629
Lument Finance Trust
LFT
$122M
-40
Closed
LGL.WS icon
5630
LGL Group Inc (The) Warrants to purchase Common Stock (expiring November 16, 2025)
LGL.WS
$1.51M
0
LGMK
5631
DELISTED
LogicMark
LGMK
0
LSAF icon
5632
LeaderShares AlphaFactor US Core Equity ETF
LSAF
$136M
-1,245
Closed -$39K
LTBR icon
5633
Lightbridge
LTBR
$366M
-83
Closed -$1K
LTRYW icon
5634
Lottery.com, Inc. Warrants
LTRYW
$305K
0
-$12K
LYRA icon
5635
Lyra Therapeutics
LYRA
$11.6M
$0 ﹤0.01%
1
-2,947
-100%
MCHX icon
5636
Marchex
MCHX
$89.7M
$0 ﹤0.01%
43
MMYT icon
5637
MakeMyTrip
MMYT
$9.52B
-273
Closed -$9K
MNSB icon
5638
MainStreet Bancshares
MNSB
$172M
$0 ﹤0.01%
11
-20,230
-100%
MNSO icon
5639
MINISO
MNSO
$7.45B
-5,187
Closed -$125K
MRCC icon
5640
Monroe Capital Corp
MRCC
$164M
-6,000
Closed -$60K
MVST icon
5641
Microvast
MVST
$819M
-801
Closed -$10K
MYI icon
5642
BlackRock MuniYield Quality Fund III
MYI
$703M
-218,407
Closed -$3.11M
MYPS icon
5643
PLAYSTUDIOS Inc
MYPS
$121M
-43,171
Closed -$430K
NAAS
5644
NaaS Technology Inc
NAAS
$7.24M
0
NAK
5645
Northern Dynasty Minerals
NAK
$471M
$0 ﹤0.01%
1,000
NANR icon
5646
SPDR S&P North American Natural Resources ETF
NANR
$643M
-775,000
Closed -$29.8M
NEGG icon
5647
Newegg Commerce
NEGG
$824M
$0 ﹤0.01%
+1
New
NEXT icon
5648
NextDecade
NEXT
$2.74B
$0 ﹤0.01%
9
-65,001
-100%
NGS icon
5649
Natural Gas Services Group
NGS
$340M
$0 ﹤0.01%
34
-504
-94%
NINE icon
5650
Nine Energy Service
NINE
$28.5M
$0 ﹤0.01%
19