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
SRS icon
5626
ProShares UltraShort Real Estate
SRS
$21.7M
$500 ﹤0.01%
9
AADR icon
5627
AdvisorShares Dorsey Wright ADR ETF
AADR
$45.1M
$499 ﹤0.01%
8
-4
-33% -$250
MOVE icon
5628
Movano
MOVE
$6.28M
$496 ﹤0.01%
42
+39
+1,300% +$461
UBX
5629
DELISTED
Unity Biotechnology
UBX
$496 ﹤0.01%
257
+6
+2% +$12
VIXY icon
5630
ProShares VIX Short-Term Futures ETF
VIXY
$81.3M
$496 ﹤0.01%
+8
New +$496
QNCX icon
5631
Quince Therapeutics
QNCX
$86.5M
$492 ﹤0.01%
469
HART
5632
DELISTED
IQ Healthy Hearts ETF
HART
$491 ﹤0.01%
17
-2,680
-99% -$77.4K
OP icon
5633
OceanPal Inc. Common Stock
OP
$8.24M
$491 ﹤0.01%
9
+1
+13% +$55
IVCPW
5634
DELISTED
Swiftmerge Acquisition Corp. Warrants
IVCPW
0
-$1.14K
FLUX icon
5635
Flux Power
FLUX
$30.3M
$489 ﹤0.01%
119
+105
+750% +$431
GURU icon
5636
Global X Guru Index ETF
GURU
$54.3M
$485 ﹤0.01%
12
TPST icon
5637
Tempest Therapeutics
TPST
$48.4M
$484 ﹤0.01%
+8
New +$484
COYA icon
5638
Coya Therapeutics
COYA
$104M
$482 ﹤0.01%
65
+60
+1,200% +$445
QUBT icon
5639
Quantum Computing Inc
QUBT
$2.51B
$477 ﹤0.01%
+522
New +$477
HIVE
5640
HIVE Digital Technologies
HIVE
$774M
$467 ﹤0.01%
103
+3
+3% +$14
LARK icon
5641
Landmark Bancorp
LARK
$154M
$465 ﹤0.01%
25
DSM
5642
BNY Mellon Strategic Municipal Bond Fund
DSM
$293M
$463 ﹤0.01%
81
-2,962
-97% -$16.9K
SNSE icon
5643
Sensei Biotherapeutics
SNSE
$11.7M
$462 ﹤0.01%
33
ALGS icon
5644
Aligos Therapeutics
ALGS
$72.2M
$450 ﹤0.01%
27
PMN icon
5645
ProMIS Neurosciences
PMN
$21.7M
$446 ﹤0.01%
388
KRON
5646
DELISTED
Kronos Bio
KRON
$438 ﹤0.01%
350
-1,171
-77% -$1.47K
TYGO icon
5647
Tigo Energy
TYGO
$116M
$437 ﹤0.01%
+209
New +$437
CTMX icon
5648
CytomX Therapeutics
CTMX
$341M
$436 ﹤0.01%
281
-1,449
-84% -$2.25K
OPAL icon
5649
OPAL Fuels
OPAL
$64.7M
$436 ﹤0.01%
79
-43
-35% -$237
IZEA icon
5650
IZEA Worldwide
IZEA
$60M
$432 ﹤0.01%
215
+7
+3% +$14