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
-2.33%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$857B
AUM Growth
-$16.8B
Cap. Flow
+$11.9B
Cap. Flow %
1.39%
Top 10 Hldgs %
20.4%
Holding
6,847
New
817
Increased
2,095
Reduced
2,897
Closed
321

Sector Composition

1 Technology 20.05%
2 Healthcare 11.18%
3 Financials 9.56%
4 Consumer Discretionary 9.09%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
AHT
5701
Ashford Hospitality Trust
AHT
$36.4M
$100 ﹤0.01%
4
-2
-33% -$50
MCHX icon
5702
Marchex
MCHX
$84.8M
$100 ﹤0.01%
69
+26
+60% +$38
CENN icon
5703
Cenntro
CENN
$28.7M
$98 ﹤0.01%
40
MUX icon
5704
McEwen Inc
MUX
$811M
$98 ﹤0.01%
15
-5
-25% -$33
ESP icon
5705
Espey Mfg & Electronics Corp
ESP
$123M
$97 ﹤0.01%
6
+2
+50% +$32
DBP icon
5706
Invesco DB Precious Metals Fund
DBP
$215M
$95 ﹤0.01%
2
+1
+100% +$48
BELFA icon
5707
Bel Fuse Inc Class A
BELFA
$1.55B
$94 ﹤0.01%
+2
New +$94
REE icon
5708
REE Automotive
REE
$20.8M
$94 ﹤0.01%
21
GNPX icon
5709
Genprex
GNPX
$7.7M
$93 ﹤0.01%
6
+2
+50% +$31
HYMC icon
5710
Hycroft Mining Holding Corp
HYMC
$356M
$92 ﹤0.01%
31
SUP
5711
DELISTED
Superior Industries International
SUP
$91 ﹤0.01%
+30
New +$91
CATX icon
5712
Perspective Therapeutics
CATX
$245M
$90 ﹤0.01%
+33
New +$90
NRXP icon
5713
NRX Pharmaceuticals
NRXP
$68.2M
$88 ﹤0.01%
34
JVA icon
5714
Coffee Holding Co
JVA
$28.7M
$87 ﹤0.01%
100
PTN
5715
DELISTED
Palatin Technologies
PTN
$87 ﹤0.01%
57
+13
+30% +$20
JHSC icon
5716
John Hancock Multifactor Small Cap ETF
JHSC
$612M
$86 ﹤0.01%
2
+1
+100% +$43
OMEX icon
5717
Odyssey Marine Exploration
OMEX
$88.6M
$86 ﹤0.01%
+23
New +$86
DGLY icon
5718
Digital Ally
DGLY
$3.59M
0
-$1.16K
SCOR icon
5719
Comscore
SCOR
$31.1M
$85 ﹤0.01%
7
-191
-96% -$2.32K
TAYD icon
5720
Taylor Devices
TAYD
$163M
$85 ﹤0.01%
+4
New +$85
SNCE
5721
DELISTED
Science 37 Holdings, Inc. Common Stock
SNCE
$85 ﹤0.01%
11
+4
+57% +$31
VTGN icon
5722
VistaGen Therapeutics
VTGN
$102M
$84 ﹤0.01%
16
-465
-97% -$2.44K
EBMT icon
5723
Eagle Bancorp Montana
EBMT
$137M
$83 ﹤0.01%
7
SYSB
5724
iShares Systematic Bond ETF
SYSB
$90M
$83 ﹤0.01%
1
FLXS icon
5725
Flexsteel Industries
FLXS
$257M
$83 ﹤0.01%
+4
New +$83