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
DLA
5676
DELISTED
Delta Apparel Inc.
DLA
$84 ﹤0.01%
28
-828
-97% -$2.48K
KORE icon
5677
KORE Group Holdings
KORE
$40.1M
$83 ﹤0.01%
21
+1
+5% +$4
TRVN
5678
DELISTED
Trevena, Inc.
TRVN
$83 ﹤0.01%
7
-9
-56% -$107
MTEM
5679
DELISTED
Molecular Templates, Inc.
MTEM
$83 ﹤0.01%
37
CCEL icon
5680
Cryo-Cell International
CCEL
$39.6M
$82 ﹤0.01%
11
+2
+22% +$15
BZFD icon
5681
BuzzFeed
BZFD
$66.7M
$81 ﹤0.01%
44
+11
+33% +$20
GEG icon
5682
Great Elm Group
GEG
$84.1M
$81 ﹤0.01%
42
+15
+56% +$29
INAB icon
5683
IN8bio
INAB
$9.58M
$81 ﹤0.01%
2
+1
+100% +$41
KINS icon
5684
Kingstone Companies
KINS
$196M
$80 ﹤0.01%
18
+6
+50% +$27
BSBK icon
5685
Bogota Financial
BSBK
$118M
$78 ﹤0.01%
11
-67
-86% -$475
FDT icon
5686
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$645M
$78 ﹤0.01%
1
-65
-98% -$5.07K
GROW icon
5687
US Global Investors
GROW
$33.4M
$78 ﹤0.01%
28
+8
+40% +$22
PAVM icon
5688
PAVmed
PAVM
$9.79M
$78 ﹤0.01%
36
+6
+20% +$13
ACCS
5689
ACCESS Newswire
ACCS
$41.7M
$78 ﹤0.01%
6
+1
+20% +$13
HYZN
5690
DELISTED
Hyzon Motors Inc. Class A Common Stock
HYZN
$78 ﹤0.01%
2
-693
-100% -$27K
JZXN icon
5691
Jiuzi Holdings
JZXN
$61.7M
$77 ﹤0.01%
+2
New +$77
CSSE
5692
DELISTED
Chicken Soup for the Soul Entertainment, Inc. Class A Common Stock
CSSE
$77 ﹤0.01%
491
+5
+1% +$1
CLIR icon
5693
ClearSign Technologies
CLIR
$43.9M
$76 ﹤0.01%
79
+27
+52% +$26
ELUT icon
5694
Elutia
ELUT
$47.1M
$76 ﹤0.01%
24
+11
+85% +$35
PTBD icon
5695
Pacer Trendpilot US Bond ETF
PTBD
$131M
$76 ﹤0.01%
2
-2
-50% -$76
TPCS icon
5696
TechPrecision Corp
TPCS
$52.4M
$76 ﹤0.01%
21
+7
+50% +$25
PTN
5697
DELISTED
Palatin Technologies
PTN
$75 ﹤0.01%
40
-297
-88% -$557
ZDGE icon
5698
Zedge
ZDGE
$42.7M
$75 ﹤0.01%
27
+5
+23% +$14
AP icon
5699
Ampco-Pittsburgh
AP
$48.6M
$74 ﹤0.01%
34
-20
-37% -$44
ECOR icon
5700
electroCore
ECOR
$39.6M
$74 ﹤0.01%
12
+2
+20% +$12