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
MNTX
5626
DELISTED
Manitex International, Inc.
MNTX
$174 ﹤0.01%
30
-2
-6% -$12
INUV icon
5627
Inuvo
INUV
$50.9M
$171 ﹤0.01%
26
-1
-4% -$7
NEUE icon
5628
NeueHealth
NEUE
$60.9M
$171 ﹤0.01%
23
-17
-43% -$126
CPHC icon
5629
Canterbury Park Holding Corp
CPHC
$84.8M
$168 ﹤0.01%
8
JFU
5630
9F Inc
JFU
$29.8M
$168 ﹤0.01%
107
-5
-4% -$8
SPRC icon
5631
SciSparc
SPRC
$2.92M
$168 ﹤0.01%
+22
New +$168
CNTB
5632
Connect Biopharma Holdings Limited Ordinary Shares
CNTB
$98.1M
$167 ﹤0.01%
121
SBLX
5633
StableX Technologies, Inc. Common Stock
SBLX
$4.26M
$165 ﹤0.01%
15
BOXL icon
5634
Boxlight
BOXL
$4.57M
$164 ﹤0.01%
86
MCHX icon
5635
Marchex
MCHX
$88.4M
$163 ﹤0.01%
93
+50
+116% +$88
BGLC icon
5636
BioNexus Gene Lab
BGLC
$7.92M
$162 ﹤0.01%
+58
New +$162
CDTX icon
5637
Cidara Therapeutics
CDTX
$1.6B
$161 ﹤0.01%
6
-100
-94% -$2.68K
FCAP icon
5638
First Capital
FCAP
$145M
$160 ﹤0.01%
5
PHX
5639
DELISTED
PHX Minerals
PHX
$160 ﹤0.01%
40
WRAP icon
5640
Wrap Technologies
WRAP
$85.9M
$159 ﹤0.01%
75
CUT icon
5641
Invesco MSCI Global Timber ETF
CUT
$44.4M
$158 ﹤0.01%
5
UNCY icon
5642
Unicycive Therapeutics
UNCY
$77.4M
$158 ﹤0.01%
20
-1
-5% -$8
WNEB icon
5643
Western New England Bancorp
WNEB
$249M
$156 ﹤0.01%
17
GPUS
5644
Hyperscale Data, Inc.
GPUS
$10.3M
$156 ﹤0.01%
+32
New +$156
ACHL
5645
DELISTED
Achilles Therapeutics plc American Depositary Shares
ACHL
$156 ﹤0.01%
137
PASG icon
5646
Passage Bio
PASG
$22.3M
$155 ﹤0.01%
14
SDIG
5647
DELISTED
Stronghold Digital Mining, Inc. Class A Common Stock
SDIG
$155 ﹤0.01%
44
+5
+13% +$18
SGA icon
5648
Saga Communications
SGA
$77.4M
$154 ﹤0.01%
14
-127
-90% -$1.4K
ELUT icon
5649
Elutia
ELUT
$62.7M
$153 ﹤0.01%
41
-2
-5% -$7
WKHS icon
5650
Workhorse Group
WKHS
$18.3M
$151 ﹤0.01%
17
-419
-96% -$3.72K