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
VHC icon
5676
VirnetX
VHC
$74.6M
$350 ﹤0.01%
50
+2
+4% +$14
QMOM icon
5677
Alpha Architect US Quantitative Momentum ETF
QMOM
$336M
$349 ﹤0.01%
+7
New +$349
SSKN icon
5678
Strata Skin Sciences
SSKN
$8.54M
$349 ﹤0.01%
63
+60
+2,000% +$332
GAIA icon
5679
Gaia
GAIA
$146M
$348 ﹤0.01%
129
+115
+821% +$310
ATHA icon
5680
Athira Pharma
ATHA
$15M
$347 ﹤0.01%
143
-850
-86% -$2.06K
SPRO icon
5681
Spero Therapeutics
SPRO
$109M
$347 ﹤0.01%
236
PPSI icon
5682
Pioneer Power Solutions
PPSI
$46.6M
$346 ﹤0.01%
51
+47
+1,175% +$319
APVO icon
5683
Aptevo Therapeutics
APVO
$4.93M
0
-$629
INTS icon
5684
Intensity Therapeutics
INTS
$12.1M
$343 ﹤0.01%
40
+39
+3,900% +$334
TALKW icon
5685
Talkspace, Inc. Warrant
TALKW
$2.55M
0
-$288
VYNE icon
5686
VYNE Therapeutics
VYNE
$7.82M
$341 ﹤0.01%
146
EMKR
5687
DELISTED
Emcore Corp
EMKR
$341 ﹤0.01%
70
+3
+4% +$15
ARMP icon
5688
Armata Pharmaceuticals
ARMP
$108M
$340 ﹤0.01%
+105
New +$340
GGT
5689
Gabelli Multimedia Trust
GGT
$154M
$340 ﹤0.01%
61
-3,136
-98% -$17.5K
BWEN icon
5690
Broadwind
BWEN
$50M
$335 ﹤0.01%
+121
New +$335
CNET icon
5691
ZW Data Action Technologies
CNET
$4.36M
$335 ﹤0.01%
100
MCHX icon
5692
Marchex
MCHX
$88.4M
$330 ﹤0.01%
243
+174
+252% +$236
EXG icon
5693
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.75B
$324 ﹤0.01%
42
-4,850
-99% -$37.4K
TV icon
5694
Televisa
TV
$1.48B
$324 ﹤0.01%
97
-63
-39% -$210
BHM icon
5695
Bluerock Homes Trust
BHM
$52M
$322 ﹤0.01%
23
+3
+15% +$42
CUT icon
5696
Invesco MSCI Global Timber ETF
CUT
$44.1M
$321 ﹤0.01%
10
-39
-80% -$1.25K
LPTH icon
5697
Lightpath Technologies
LPTH
$227M
$321 ﹤0.01%
255
+212
+493% +$267
PBJ icon
5698
Invesco Food & Beverage ETF
PBJ
$92.6M
$321 ﹤0.01%
7
TBLT
5699
DELISTED
ToughBuilt Industries, Inc. Common Stock
TBLT
$321 ﹤0.01%
31
-42
-58% -$435
HOWL icon
5700
Werewolf Therapeutics
HOWL
$64.5M
$320 ﹤0.01%
83
-665
-89% -$2.56K