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
AMPE
5751
DELISTED
Ampio Pharmaceuticals Inc.
AMPE
$207 ﹤0.01%
101
TBIO
5752
DELISTED
Telesis Bio, Inc. Common Stock
TBIO
$203 ﹤0.01%
28
RELIW icon
5753
Reliance Global Group, Inc. Series A Warrants
RELIW
$72.5K
0
-$355
TACT icon
5754
Transact Technologies
TACT
$47M
$195 ﹤0.01%
28
+17
+155% +$118
CATX icon
5755
Perspective Therapeutics
CATX
$240M
$194 ﹤0.01%
48
+15
+45% +$61
NGNE icon
5756
Neurogene
NGNE
$265M
$194 ﹤0.01%
10
-1
-9% -$19
DBVT
5757
DBV Technologies
DBVT
$260M
$191 ﹤0.01%
20
AEYE icon
5758
AudioEye
AEYE
$160M
$190 ﹤0.01%
35
+27
+338% +$147
IXG icon
5759
iShares Global Financials ETF
IXG
$576M
$190 ﹤0.01%
2
-35
-95% -$3.33K
VISL
5760
DELISTED
Vislink Technologies, Inc. Common Stock
VISL
$189 ﹤0.01%
49
-3
-6% -$12
TEQI icon
5761
T. Rowe Price Equity Income ETF
TEQI
$325M
$184 ﹤0.01%
4
-160
-98% -$7.36K
SBFG icon
5762
SB Financial Group
SBFG
$136M
$183 ﹤0.01%
12
ZOM
5763
DELISTED
Zomedica Corp.
ZOM
$183 ﹤0.01%
913
-579
-39% -$116
CASI icon
5764
CASI Pharmaceuticals
CASI
$36.6M
$182 ﹤0.01%
25
MRKR icon
5765
Marker Therapeutics
MRKR
$11.8M
$182 ﹤0.01%
33
-801
-96% -$4.42K
MBIO icon
5766
Mustang Bio
MBIO
$10.2M
$180 ﹤0.01%
3
PSTV icon
5767
Plus Therapeutics
PSTV
$45.9M
$177 ﹤0.01%
99
+97
+4,850% +$173
STRT icon
5768
STRATTEC Security
STRT
$280M
$176 ﹤0.01%
+7
New +$176
CRD.B icon
5769
Crawford & Co Class B
CRD.B
$483M
$170 ﹤0.01%
13
+5
+63% +$65
PFLD icon
5770
AAM Low Duration Preferred and Income Securities ETF
PFLD
$492M
$170 ﹤0.01%
+8
New +$170
WIMI
5771
WiMi Hologram Cloud
WIMI
$39.8M
$168 ﹤0.01%
21
-1
-5% -$8
OSS icon
5772
One Stop Systems
OSS
$118M
$166 ﹤0.01%
79
+61
+339% +$128
SIFY
5773
Sify Technologies
SIFY
$884M
$166 ﹤0.01%
15
-21
-58% -$232
UAVS icon
5774
AgEagle Aerial Systems
UAVS
$69.8M
$164 ﹤0.01%
2
+1
+100% +$82
JWSM
5775
DELISTED
Jaws Mustang Acquisition Corp.
JWSM
$164 ﹤0.01%
15