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
+11.39%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.12T
AUM Growth
+$146B
Cap. Flow
+$51.6B
Cap. Flow %
4.59%
Top 10 Hldgs %
22.59%
Holding
6,913
New
394
Increased
2,972
Reduced
2,339
Closed
499

Sector Composition

1 Technology 22.83%
2 Healthcare 10.08%
3 Consumer Discretionary 9.55%
4 Financials 9.44%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
RFIL icon
5726
RF Industries
RFIL
$92.5M
$62 ﹤0.01%
20
+6
+43% +$19
ANSC
5727
Agriculture & Natural Solutions Acquisition Corp
ANSC
$471M
$61 ﹤0.01%
+6
New +$61
NTWK icon
5728
NetSol Technologies
NTWK
$55.6M
$61 ﹤0.01%
22
+7
+47% +$19
OMCC
5729
Old Market Capital Corp
OMCC
$34.3M
$61 ﹤0.01%
9
+3
+50% +$20
VBIV
5730
DELISTED
VBI Vaccines, Inc. New Common Stock (Canada)
VBIV
$61 ﹤0.01%
100
+11
+12% +$7
BCLI
5731
DELISTED
BRAINSTORM CELL THERAPUTC
BCLI
$60 ﹤0.01%
7
+2
+40% +$17
CREX icon
5732
Creative Realities
CREX
$26.1M
$60 ﹤0.01%
16
+5
+45% +$19
NTIP icon
5733
Network-1 Technologies
NTIP
$35.1M
$60 ﹤0.01%
29
+6
+26% +$12
CVU icon
5734
CPI Aerostructures
CVU
$33.4M
$59 ﹤0.01%
25
+6
+32% +$14
GAIA icon
5735
Gaia
GAIA
$154M
$59 ﹤0.01%
19
-110
-85% -$342
RAVE icon
5736
RAVE Restaurant Group
RAVE
$51.2M
$59 ﹤0.01%
27
+9
+50% +$20
SHFS icon
5737
SHF Holdings
SHFS
$9.24M
$59 ﹤0.01%
3
+2
+200% +$39
SOHO
5738
Sotherly Hotels
SOHO
$17.9M
$59 ﹤0.01%
41
+13
+46% +$19
AHT
5739
Ashford Hospitality Trust
AHT
$36.4M
$58 ﹤0.01%
4
AWRE icon
5740
Aware
AWRE
$57.1M
$58 ﹤0.01%
31
+11
+55% +$21
CALC icon
5741
CalciMedica
CALC
$45.1M
$58 ﹤0.01%
+14
New +$58
DLPN icon
5742
Dolphin Entertainment
DLPN
$15M
$58 ﹤0.01%
20
+6
+43% +$17
IAPR icon
5743
Innovator International Developed Power Buffer ETF April
IAPR
$237M
$58 ﹤0.01%
+2,162
New +$58
KPLT icon
5744
Katapult Holdings
KPLT
$86.7M
$58 ﹤0.01%
5
+2
+67% +$23
LOCL icon
5745
Local Bounti
LOCL
$71.5M
$58 ﹤0.01%
20
+2
+11% +$6
RMTI icon
5746
Rockwell Medical
RMTI
$45.1M
$58 ﹤0.01%
35
FCUV icon
5747
Focus Universal
FCUV
$24.4M
$57 ﹤0.01%
14
-22
-61% -$90
CPSH icon
5748
CPS Technologies
CPSH
$53M
$56 ﹤0.01%
30
-569
-95% -$1.06K
FLNT
5749
Fluent
FLNT
$50M
$56 ﹤0.01%
19
+8
+73% +$24
DERM icon
5750
Journey Medical
DERM
$192M
$55 ﹤0.01%
15
-97
-87% -$356