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
ULY icon
5751
Urgent.ly
ULY
$5.51M
$55 ﹤0.01%
2
CSBR icon
5752
Champions Oncology
CSBR
$93.1M
$54 ﹤0.01%
11
-89
-89% -$437
NTRB icon
5753
Nutriband
NTRB
$87.6M
$54 ﹤0.01%
12
+3
+33% +$14
PJUN icon
5754
Innovator US Equity Power Buffer ETF June
PJUN
$769M
$54 ﹤0.01%
+1,571
New +$54
UG icon
5755
United-Guardian
UG
$36.6M
$54 ﹤0.01%
7
+2
+40% +$15
XGN icon
5756
Exagen
XGN
$217M
$54 ﹤0.01%
34
+9
+36% +$14
CLRO icon
5757
ClearOne
CLRO
$9.76M
$53 ﹤0.01%
2
+1
+100% +$27
INLX icon
5758
Intellinetics
INLX
$53.7M
$53 ﹤0.01%
6
+1
+20% +$9
PROP icon
5759
Prairie Operating Co
PROP
$96.5M
$53 ﹤0.01%
+6
New +$53
UAVS icon
5760
AgEagle Aerial Systems
UAVS
$74.5M
$53 ﹤0.01%
1
-1
-50% -$53
WFCF icon
5761
Where Food Comes From
WFCF
$68.7M
$53 ﹤0.01%
5
+2
+67% +$21
DUOT icon
5762
Duos Technologies
DUOT
$157M
$52 ﹤0.01%
12
+3
+33% +$13
GTIM icon
5763
Good Times Restaurants
GTIM
$17.5M
$52 ﹤0.01%
21
+6
+40% +$15
SYPR icon
5764
Sypris Solutions
SYPR
$51.4M
$52 ﹤0.01%
33
+9
+38% +$14
TRAW icon
5765
Traws Pharma
TRAW
$13.5M
$52 ﹤0.01%
2
+1
+100% +$26
GETR
5766
DELISTED
Getaround, Inc.
GETR
$52 ﹤0.01%
169
+36
+27% +$11
ANY icon
5767
Sphere 3D
ANY
$19.4M
$51 ﹤0.01%
33
+9
+38% +$14
BDL icon
5768
Flanigan's Enterprises
BDL
$57.6M
$51 ﹤0.01%
2
+1
+100% +$26
DTST icon
5769
Data Storage Corp
DTST
$31.8M
$51 ﹤0.01%
9
+2
+29% +$11
FGNX
5770
FG Nexus Inc
FGNX
$8.99M
$51 ﹤0.01%
+1
New +$51
JHSC icon
5771
John Hancock Multifactor Small Cap ETF
JHSC
$612M
$51 ﹤0.01%
1
LGL icon
5772
LGL Group
LGL
$36.6M
$51 ﹤0.01%
8
+1
+14% +$6
AIM
5773
AIM ImmunoTech
AIM
$7.72M
$51 ﹤0.01%
1
LSTA icon
5774
Lisata Therapeutics
LSTA
$20.1M
$50 ﹤0.01%
16
+5
+45% +$16
POCI icon
5775
Precision Optics
POCI
$33.7M
$50 ﹤0.01%
9
+3
+50% +$17