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
+13.64%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.45T
AUM Growth
+$141B
Cap. Flow
+$5.68B
Cap. Flow %
0.39%
Top 10 Hldgs %
26.46%
Holding
6,883
New
436
Increased
2,262
Reduced
2,874
Closed
680

Sector Composition

1 Technology 25.87%
2 Financials 10.43%
3 Consumer Discretionary 10.13%
4 Communication Services 7.61%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BNR
5676
Burning Rock Biotech
BNR
$94.9M
$161 ﹤0.01%
51
-69
-58% -$218
WCBR icon
5677
WisdomTree Cybersecurity Fund
WCBR
$134M
$160 ﹤0.01%
5
-685
-99% -$21.9K
WBX icon
5678
Wallbox
WBX
$70.8M
$159 ﹤0.01%
25
-17,480
-100% -$111K
NEUE icon
5679
NeueHealth
NEUE
$60.9M
$158 ﹤0.01%
23
+2
+10% +$14
CRD.B icon
5680
Crawford & Co Class B
CRD.B
$505M
$157 ﹤0.01%
15
UYLD icon
5681
Angel Oak UltraShort Income ETF
UYLD
$1.11B
$153 ﹤0.01%
3
+1
+50% +$51
SABS icon
5682
SAB Biotherapeutics
SABS
$22.1M
$152 ﹤0.01%
87
-16
-16% -$28
FEAM icon
5683
5E Advanced Materials
FEAM
$92.9M
$148 ﹤0.01%
42
-3
-7% -$11
BGSF icon
5684
BGSF Inc
BGSF
$71.4M
$147 ﹤0.01%
23
+2
+10% +$13
SVT
5685
DELISTED
Servotronics
SVT
$141 ﹤0.01%
3
BODI icon
5686
The Beachbody Company, Inc. Class A Common Stock
BODI
$42.3M
$140 ﹤0.01%
34
BCIC
5687
BCP Investment Corporation Common Stock
BCIC
$161M
$138 ﹤0.01%
11
-800
-99% -$10K
KLRS
5688
Kalaris Therapeutics, Inc. Common Stock
KLRS
$80M
$134 ﹤0.01%
50
-245
-83% -$657
SRFM icon
5689
Surf Air Mobility
SRFM
$177M
$129 ﹤0.01%
+35
New +$129
ASMB icon
5690
Assembly Biosciences
ASMB
$173M
$127 ﹤0.01%
7
LEE icon
5691
Lee Enterprises
LEE
$27.7M
$127 ﹤0.01%
20
LSF icon
5692
Laird Superfood
LSF
$62M
$127 ﹤0.01%
20
+15
+300% +$95
NTCL
5693
NETCLASS TECHNOLOGY INC Class A Ordinary Shares
NTCL
$31.9M
$127 ﹤0.01%
+77
New +$127
CNTB
5694
Connect Biopharma Holdings Limited Ordinary Shares
CNTB
$90.8M
$121 ﹤0.01%
121
OTLY
5695
Oatly Group
OTLY
$528M
$119 ﹤0.01%
10
-3,419
-100% -$40.7K
RELIW icon
5696
Reliance Global Group, Inc. Series A Warrants
RELIW
$72.5K
0
-$90
WRAP icon
5697
Wrap Technologies
WRAP
$97.1M
$117 ﹤0.01%
75
-100
-57% -$156
SLE icon
5698
Super League Enterprise
SLE
$3.42M
$116 ﹤0.01%
25
INUV icon
5699
Inuvo
INUV
$52.3M
$115 ﹤0.01%
25
OAIM icon
5700
OneAscent International Equity ETF
OAIM
$233M
$115 ﹤0.01%
3
-1,682
-100% -$64.5K