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
AYTU icon
5676
AYTU BioPharma
AYTU
$20.9M
$125 ﹤0.01%
75
-238
-76% -$397
WWR icon
5677
Westwater Resources
WWR
$59.9M
$123 ﹤0.01%
173
-27
-14% -$19
TEQI icon
5678
T. Rowe Price Equity Income ETF
TEQI
$325M
$122 ﹤0.01%
3
TLSI icon
5679
TriSalus Life Sciences
TLSI
$244M
$120 ﹤0.01%
24
-1
-4% -$5
MRKR icon
5680
Marker Therapeutics
MRKR
$11M
$119 ﹤0.01%
38
AREN icon
5681
Arena Group
AREN
$285M
$118 ﹤0.01%
88
+23
+35% +$31
LOAN
5682
Manhattan Bridge Capital
LOAN
$61.5M
$118 ﹤0.01%
21
BEEP icon
5683
Mobile Infrastructure Corporation Common Stock
BEEP
$155M
$117 ﹤0.01%
26
-1
-4% -$5
NRXP icon
5684
NRX Pharmaceuticals
NRXP
$74.9M
$117 ﹤0.01%
53
+3
+6% +$7
VIRX
5685
DELISTED
Viracta Therapeutics, Inc. Common Stock
VIRX
$116 ﹤0.01%
721
OGEN icon
5686
Oragenics
OGEN
$4.83M
$115 ﹤0.01%
+10
New +$115
MGRM icon
5687
Monogram Orthopaedics
MGRM
$234M
$114 ﹤0.01%
48
-2
-4% -$5
TCHP icon
5688
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.54B
$114 ﹤0.01%
2
CYTH
5689
DELISTED
Cyclo Therapeutics, Inc. Common Stock
CYTH
$114 ﹤0.01%
193
-1
-0.5% -$1
HYPR icon
5690
Hyperfine
HYPR
$99.8M
$113 ﹤0.01%
128
-2,453
-95% -$2.17K
XNET
5691
Xunlei
XNET
$467M
$113 ﹤0.01%
57
BEAT icon
5692
Heartbeam
BEAT
$45.6M
$108 ﹤0.01%
47
-2
-4% -$5
ICAD
5693
DELISTED
iCAD Inc
ICAD
$108 ﹤0.01%
59
-2
-3% -$4
EBMT icon
5694
Eagle Bancorp Montana
EBMT
$139M
$107 ﹤0.01%
7
HYPD
5695
Hyperion DeFi, Inc. Common Stock
HYPD
$49.8M
$106 ﹤0.01%
9
SRS icon
5696
ProShares UltraShort Real Estate
SRS
$22.2M
$104 ﹤0.01%
2
SUP
5697
DELISTED
Superior Industries International
SUP
$104 ﹤0.01%
51
-2
-4% -$4
APYX icon
5698
Apyx Medical
APYX
$77.9M
$103 ﹤0.01%
65
-2
-3% -$3
CRWS icon
5699
Crown Crafts
CRWS
$31.8M
$103 ﹤0.01%
23
PITAW
5700
DELISTED
Heramba Electric plc Warrants
PITAW
0
-$474