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
SPMO icon
5726
Invesco S&P 500 Momentum ETF
SPMO
$12.5B
$262 ﹤0.01%
4
VXRT
5727
DELISTED
Vaxart
VXRT
$258 ﹤0.01%
450
CLLS
5728
Cellectis
CLLS
$306M
$256 ﹤0.01%
83
-4,940
-98% -$15.2K
AMS icon
5729
American Shared Hospital Services
AMS
$15.8M
$255 ﹤0.01%
107
+103
+2,575% +$245
PEX icon
5730
ProShares Global Listed Private Equity ETF
PEX
$14.7M
$253 ﹤0.01%
9
MDIV icon
5731
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$434M
$250 ﹤0.01%
16
+15
+1,500% +$234
NEOV icon
5732
NeoVolta
NEOV
$154M
$250 ﹤0.01%
+156
New +$250
UCAR
5733
U Power Ltd
UCAR
$10.2M
$250 ﹤0.01%
+14
New +$250
TOI icon
5734
The Oncology Institute
TOI
$293M
$245 ﹤0.01%
120
+20
+20% +$41
GLPG icon
5735
Galapagos
GLPG
$2.13B
$244 ﹤0.01%
6
-3,656
-100% -$149K
EAR
5736
DELISTED
Eargo, Inc. Common Stock
EAR
$243 ﹤0.01%
+94
New +$243
FGBI icon
5737
First Guaranty Bancshares
FGBI
$126M
$234 ﹤0.01%
21
-965
-98% -$10.8K
BRID icon
5738
Bridgford Foods
BRID
$73.6M
$230 ﹤0.01%
21
+17
+425% +$186
MLSS icon
5739
Milestone Scientific
MLSS
$46M
$227 ﹤0.01%
329
+42
+15% +$29
DMTK
5740
DELISTED
DermTech, Inc. Common Stock
DMTK
$226 ﹤0.01%
129
SRFM icon
5741
Surf Air Mobility
SRFM
$169M
$220 ﹤0.01%
+20
New +$220
ONDS icon
5742
Ondas Holdings
ONDS
$1.55B
$218 ﹤0.01%
142
+34
+31% +$52
KALA icon
5743
KALA BIO
KALA
$107M
$217 ﹤0.01%
31
LABP
5744
DELISTED
Landos Biopharma, Inc. Common Stock
LABP
$216 ﹤0.01%
59
AC
5745
DELISTED
Associated Capital Group
AC
$214 ﹤0.01%
6
+1
+20% +$36
TAXF icon
5746
American Century Diversified Municipal Bond ETF
TAXF
$506M
$214 ﹤0.01%
+3
New +$214
QLGN icon
5747
Qualigen Therapeutics
QLGN
$3.14M
$212 ﹤0.01%
8
UJUL icon
5748
Innovator US Equity Ultra Buffer ETF July
UJUL
$216M
$212 ﹤0.01%
7
-4,841
-100% -$147K
XNET
5749
Xunlei
XNET
$454M
$209 ﹤0.01%
129
-1,692
-93% -$2.74K
STCN
5750
DELISTED
Steel Connect, Inc. Common Stock
STCN
$209 ﹤0.01%
22
+17
+340% +$162