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
+13.64%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.45T
AUM Growth
+$141B
Cap. Flow
+$5.68B
Cap. Flow %
0.39%
Top 10 Hldgs %
26.46%
Holding
6,883
New
436
Increased
2,262
Reduced
2,874
Closed
680

Sector Composition

1 Technology 25.87%
2 Financials 10.43%
3 Consumer Discretionary 10.13%
4 Communication Services 7.61%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
DRRX icon
5751
DURECT Corp
DRRX
$59.3M
$69 ﹤0.01%
109
-71
-39% -$45
GROV icon
5752
Grove Collaborative
GROV
$63.6M
$68 ﹤0.01%
59
+8
+16% +$9
LPTX icon
5753
Leap Therapeutics
LPTX
$12M
$67 ﹤0.01%
227
SGA icon
5754
Saga Communications
SGA
$78.4M
$65 ﹤0.01%
5
-8
-62% -$104
SOND icon
5755
Sonder
SOND
$22.4M
$65 ﹤0.01%
24
-20
-45% -$54
FGEN icon
5756
FibroGen
FGEN
$48.3M
$64 ﹤0.01%
12
-37
-76% -$197
SIFY
5757
Sify Technologies
SIFY
$844M
$64 ﹤0.01%
14
-900
-98% -$4.11K
INLX icon
5758
Intellinetics
INLX
$56M
$63 ﹤0.01%
5
XFOR icon
5759
X4 Pharmaceuticals
XFOR
$72.1M
$63 ﹤0.01%
33
-5,482
-99% -$10.5K
WYY icon
5760
WidePoint Corp
WYY
$53.4M
$62 ﹤0.01%
18
+1
+6% +$3
IGD
5761
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$470M
$58 ﹤0.01%
10
CCEL icon
5762
Cryo-Cell International
CCEL
$37.1M
$57 ﹤0.01%
11
-84
-88% -$435
FPXI icon
5763
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$159M
$57 ﹤0.01%
1
-1,505
-100% -$85.8K
MHH icon
5764
Mastech Digital
MHH
$88.9M
$57 ﹤0.01%
8
TSBX
5765
DELISTED
Turnstone Biologics
TSBX
$57 ﹤0.01%
158
-38
-19% -$14
XPL icon
5766
Solitario Resources
XPL
$71.7M
$57 ﹤0.01%
+88
New +$57
YI
5767
111 Inc
YI
$47.8M
$56 ﹤0.01%
8
-62
-89% -$434
SER icon
5768
Serina Therapeutics
SER
$52.1M
$55 ﹤0.01%
9
-3
-25% -$18
LGH icon
5769
HCM Defender 500 Index ETF
LGH
$535M
$54 ﹤0.01%
+1
New +$54
LGL icon
5770
LGL Group
LGL
$35.5M
$53 ﹤0.01%
7
-1
-13% -$8
ACES icon
5771
ALPS Clean Energy ETF
ACES
$93.6M
$52 ﹤0.01%
2
EARN
5772
Ellington Residential Mortgage REIT
EARN
$213M
$52 ﹤0.01%
9
JHSC icon
5773
John Hancock Multifactor Small Cap ETF
JHSC
$613M
$52 ﹤0.01%
1
-26
-96% -$1.35K
UPW icon
5774
ProShares Ultra Utilities
UPW
$13.3M
0
SND icon
5775
Smart Sand
SND
$76.3M
$50 ﹤0.01%
25
-234
-90% -$468