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
FXF icon
5701
Invesco CurrencyShares Swiss Franc Trust
FXF
$377M
$317 ﹤0.01%
3
FARM icon
5702
Farmer Brothers
FARM
$42.2M
$315 ﹤0.01%
103
+75
+268% +$229
APT icon
5703
Alpha Pro Tech
APT
$50.7M
$313 ﹤0.01%
59
+6
+11% +$32
INVE icon
5704
Identive
INVE
$89.2M
$313 ﹤0.01%
38
+3
+9% +$25
CODA icon
5705
Coda Octopus Group
CODA
$88.8M
$312 ﹤0.01%
52
+48
+1,200% +$288
AUMN
5706
DELISTED
Golden Minerals Company
AUMN
$312 ﹤0.01%
600
-5
-0.8% -$3
TKNO icon
5707
Alpha Teknova
TKNO
$212M
$310 ﹤0.01%
83
-1,188
-93% -$4.44K
BAK icon
5708
Braskem
BAK
$1.31B
$309 ﹤0.01%
35
-60,995
-100% -$538K
MEIP icon
5709
MEI Pharma
MEIP
$101M
$308 ﹤0.01%
53
-413
-89% -$2.4K
CADL icon
5710
Candel Therapeutics
CADL
$266M
$307 ﹤0.01%
209
+6
+3% +$9
ADVM icon
5711
Adverum Biotechnologies
ADVM
$69.5M
$305 ﹤0.01%
41
RSSS icon
5712
Research Solutions
RSSS
$108M
$304 ﹤0.01%
117
+86
+277% +$223
PZC
5713
DELISTED
PIMCO California Municipal Income Fund III
PZC
$302 ﹤0.01%
+41
New +$302
CHMI
5714
Cherry Hill Mortgage Investment Corp
CHMI
$107M
$299 ﹤0.01%
74
OBE
5715
Obsidian Energy
OBE
$417M
$298 ﹤0.01%
42
-1,121
-96% -$7.95K
SPIR icon
5716
Spire Global
SPIR
$278M
$297 ﹤0.01%
38
-651
-94% -$5.09K
SCWX
5717
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
$295 ﹤0.01%
40
+2
+5% +$15
THM
5718
International Tower Hill Mines
THM
$318M
$293 ﹤0.01%
500
TRVN
5719
DELISTED
Trevena, Inc.
TRVN
$290 ﹤0.01%
16
-11
-41% -$199
NSTB
5720
DELISTED
Northern Star Investment Corp. II
NSTB
$288 ﹤0.01%
28
AKBA icon
5721
Akebia Therapeutics
AKBA
$777M
$286 ﹤0.01%
231
-94,618
-100% -$117K
BODI icon
5722
The Beachbody Company, Inc. Class A Common Stock
BODI
$41.5M
$282 ﹤0.01%
34
TCBP
5723
DELISTED
TC BioPharm (Holdings) plc American Depositary Shares
TCBP
$282 ﹤0.01%
+1
New +$282
OFS icon
5724
OFS Capital
OFS
$116M
$281 ﹤0.01%
24
-6
-20% -$70
ALIM
5725
DELISTED
Alimera Sciences, Inc.
ALIM
$263 ﹤0.01%
61
-4,679
-99% -$20.2K