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
NUWE icon
5726
Nuwellis
NUWE
$3.29M
0
-$156
CODX icon
5727
Co-Diagnostics
CODX
$16.2M
$81 ﹤0.01%
76
NXTT icon
5728
Next Technology
NXTT
$68M
$81 ﹤0.01%
+6
New +$81
AIOT
5729
PowerFleet Inc
AIOT
$719M
$81 ﹤0.01%
+39
New +$81
LFT
5730
Lument Finance Trust
LFT
$111M
$79 ﹤0.01%
+38
New +$79
ORGS
5731
DELISTED
Orgenesis Inc. Common Stock
ORGS
$79 ﹤0.01%
13
+3
+30% +$18
NINE icon
5732
Nine Energy Service
NINE
$28.1M
$78 ﹤0.01%
19
MDWT
5733
DELISTED
Midwest Holding Inc. Common Stock
MDWT
$78 ﹤0.01%
+3
New +$78
BWZ icon
5734
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$377M
$77 ﹤0.01%
3
RSSS icon
5735
Research Solutions
RSSS
$125M
$77 ﹤0.01%
31
+25
+417% +$62
ACR
5736
ACRES Commercial Realty
ACR
$158M
$75 ﹤0.01%
+9
New +$75
SCX
5737
DELISTED
The L.S. Starrett Company
SCX
$75 ﹤0.01%
+7
New +$75
PPIH icon
5738
Perma-Pipe International
PPIH
$189M
$74 ﹤0.01%
+9
New +$74
RMTI icon
5739
Rockwell Medical
RMTI
$45.1M
$73 ﹤0.01%
35
TTNP icon
5740
Titan Pharmaceuticals
TTNP
$5.6M
$73 ﹤0.01%
8
+5
+167% +$46
FARM icon
5741
Farmer Brothers
FARM
$40.6M
$72 ﹤0.01%
28
+19
+211% +$49
STIM icon
5742
Neuronetics
STIM
$188M
$72 ﹤0.01%
53
-1,137
-96% -$1.55K
TACT icon
5743
Transact Technologies
TACT
$54.1M
$71 ﹤0.01%
+11
New +$71
CURI icon
5744
CuriosityStream
CURI
$299M
$70 ﹤0.01%
99
+35
+55% +$25
ATOS icon
5745
Atossa Therapeutics
ATOS
$107M
$69 ﹤0.01%
94
CRD.B icon
5746
Crawford & Co Class B
CRD.B
$519M
$69 ﹤0.01%
+8
New +$69
ZFOX
5747
DELISTED
ZeroFox Holdings, Inc. Common Stock
ZFOX
$69 ﹤0.01%
+78
New +$69
CSBR icon
5748
Champions Oncology
CSBR
$93.1M
$68 ﹤0.01%
11
CKPT
5749
DELISTED
Checkpoint Therapeutics
CKPT
$66 ﹤0.01%
39
+38
+3,800% +$64
DMAC icon
5750
DiaMedica Therapeutics
DMAC
$361M
$65 ﹤0.01%
25
+4
+19% +$10