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
ASMB icon
5651
Assembly Biosciences
ASMB
$190M
$93 ﹤0.01%
7
-1
-13% -$13
LODE icon
5652
Comstock
LODE
$182M
$93 ﹤0.01%
26
-68
-72% -$243
UNL icon
5653
United States 12 Month Natural Gas Fund
UNL
$10.2M
$93 ﹤0.01%
12
-419
-97% -$3.25K
AMPE
5654
DELISTED
Ampio Pharmaceuticals Inc.
AMPE
$93 ﹤0.01%
101
KJAN icon
5655
Innovator US Small Cap Power Buffer ETF January
KJAN
$288M
$92 ﹤0.01%
2,604
-3,697
-59% -$131
FTLF icon
5656
FitLife Brands
FTLF
$180M
$91 ﹤0.01%
8
+2
+33% +$23
JOB icon
5657
GEE Group
JOB
$22.2M
$91 ﹤0.01%
253
+48
+23% +$17
DMTK
5658
DELISTED
DermTech, Inc. Common Stock
DMTK
$91 ﹤0.01%
129
CASI icon
5659
CASI Pharmaceuticals
CASI
$25.9M
$90 ﹤0.01%
25
EBMT icon
5660
Eagle Bancorp Montana
EBMT
$137M
$90 ﹤0.01%
7
-71
-91% -$913
HHS icon
5661
Harte-Hanks
HHS
$27.7M
$90 ﹤0.01%
+12
New +$90
BKTI icon
5662
BK Technologies
BKTI
$294M
$88 ﹤0.01%
6
+1
+20% +$15
STRR
5663
Star Equity Holdings
STRR
$39.6M
$88 ﹤0.01%
5
+2
+67% +$35
TARA icon
5664
Protara Therapeutics
TARA
$142M
$88 ﹤0.01%
22
+6
+38% +$24
GROV icon
5665
Grove Collaborative
GROV
$61.9M
$87 ﹤0.01%
52
+15
+41% +$25
USBC
5666
USBC Inc
USBC
$352M
$87 ﹤0.01%
3
FTK icon
5667
Flotek Industries
FTK
$393M
$86 ﹤0.01%
23
KULR icon
5668
KULR Technology Group
KULR
$198M
$86 ﹤0.01%
28
+6
+27% +$18
SMSI icon
5669
Smith Micro Software
SMSI
$15.7M
$86 ﹤0.01%
31
-73
-70% -$203
CODX icon
5670
Co-Diagnostics
CODX
$16.2M
$85 ﹤0.01%
76
XNET
5671
Xunlei
XNET
$488M
$85 ﹤0.01%
57
-72
-56% -$107
STCN
5672
DELISTED
Steel Connect, Inc. Common Stock
STCN
$85 ﹤0.01%
9
-13
-59% -$123
CELU icon
5673
Celularity
CELU
$56.6M
$84 ﹤0.01%
16
MAIA icon
5674
MAIA Biotechnology
MAIA
$50.1M
$84 ﹤0.01%
38
-40
-51% -$88
VTGN icon
5675
VistaGen Therapeutics
VTGN
$102M
$84 ﹤0.01%
16