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
TACT icon
5626
Transact Technologies
TACT
$54.1M
$110 ﹤0.01%
21
-7
-25% -$37
ARMP icon
5627
Armata Pharmaceuticals
ARMP
$109M
$109 ﹤0.01%
26
-79
-75% -$331
ASPS icon
5628
Altisource Portfolio Solutions
ASPS
$123M
$108 ﹤0.01%
7
+5
+250% +$77
VIA
5629
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
$108 ﹤0.01%
10
-3,024
-100% -$32.7K
IGLD icon
5630
FT Vest Gold Strategy Target Income ETF
IGLD
$289M
$106 ﹤0.01%
4
LOAN
5631
Manhattan Bridge Capital
LOAN
$61.4M
$106 ﹤0.01%
21
+7
+50% +$35
QXO
5632
QXO Inc
QXO
$13.4B
$106 ﹤0.01%
+1
New +$106
PBTP icon
5633
Invesco 0-5 Yr US TIPS ETF
PBTP
$74.2M
$105 ﹤0.01%
4
-1
-20% -$26
CODA icon
5634
Coda Octopus Group
CODA
$92.6M
$104 ﹤0.01%
18
-34
-65% -$196
DGLY icon
5635
Digital Ally
DGLY
$3.59M
0
-$105
ACNT icon
5636
Ascent Industries
ACNT
$122M
$102 ﹤0.01%
10
-171
-94% -$1.74K
SELF
5637
Global Self Storage
SELF
$57.1M
$102 ﹤0.01%
23
+7
+44% +$31
EVTV icon
5638
Envirotech Vehicles
EVTV
$7.87M
$100 ﹤0.01%
4
+1
+33% +$25
GSIT icon
5639
GSI Technology
GSIT
$111M
$99 ﹤0.01%
29
-38,270
-100% -$131K
OPXS icon
5640
Optex Systems
OPXS
$88.3M
$99 ﹤0.01%
13
+4
+44% +$30
RCAT icon
5641
Red Cat Holdings
RCAT
$1.13B
$99 ﹤0.01%
129
+43
+50% +$33
PDYN icon
5642
Palladyne AI
PDYN
$368M
$99 ﹤0.01%
55
+11
+25% +$20
INKT icon
5643
MiNK Therapeutics
INKT
$73.7M
$97 ﹤0.01%
11
INUV icon
5644
Inuvo
INUV
$60.9M
$97 ﹤0.01%
29
+7
+32% +$23
KSCP icon
5645
Knightscope
KSCP
$61.5M
$97 ﹤0.01%
4
+2
+100% +$49
PET
5646
DELISTED
Wag!
PET
$97 ﹤0.01%
49
-21
-30% -$42
AFMD
5647
DELISTED
Affimed
AFMD
$95 ﹤0.01%
18
-2
-10% -$11
APYX icon
5648
Apyx Medical
APYX
$76.4M
$95 ﹤0.01%
70
-753
-91% -$1.02K
IRIX icon
5649
IRIDEX
IRIX
$19.5M
$95 ﹤0.01%
32
-230
-88% -$683
SPXX icon
5650
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$322M
$94 ﹤0.01%
6
-3,462
-100% -$54.2K