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
+3.06%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.26T
AUM Growth
+$14.3B
Cap. Flow
+$5.38B
Cap. Flow %
0.43%
Top 10 Hldgs %
25.81%
Holding
6,736
New
347
Increased
3,014
Reduced
2,161
Closed
355

Sector Composition

1 Technology 24.62%
2 Financials 10.74%
3 Consumer Discretionary 10.45%
4 Healthcare 8.46%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
STCN
5751
DELISTED
Steel Connect, Inc. Common Stock
STCN
$75 ﹤0.01%
6
BSBK icon
5752
Bogota Financial
BSBK
$116M
$74 ﹤0.01%
10
CNRG icon
5753
SPDR S&P Kensho Clean Power ETF
CNRG
$149M
$74 ﹤0.01%
+1
New +$74
PTF icon
5754
Invesco Dorsey Wright Technology Momentum ETF
PTF
$371M
$73 ﹤0.01%
+1
New +$73
ZDGE icon
5755
Zedge
ZDGE
$42M
$73 ﹤0.01%
27
-2
-7% -$5
ANTX icon
5756
AN2 Therapeutics
ANTX
$31.7M
$72 ﹤0.01%
52
-2
-4% -$3
FSI icon
5757
Flexible Solutions
FSI
$124M
$72 ﹤0.01%
20
CASI icon
5758
CASI Pharmaceuticals
CASI
$36.3M
$71 ﹤0.01%
25
KORE icon
5759
KORE Group Holdings
KORE
$40.9M
$71 ﹤0.01%
22
TPCS icon
5760
TechPrecision Corp
TPCS
$54.1M
$70 ﹤0.01%
19
-2
-10% -$7
RNTX
5761
Rein Therapeutics, Inc. Common Stock
RNTX
$32.9M
$69 ﹤0.01%
+30
New +$69
IGLD icon
5762
FT Vest Gold Strategy Target Income ETF
IGLD
$269M
$68 ﹤0.01%
3
UG icon
5763
United-Guardian
UG
$39.1M
$68 ﹤0.01%
7
FRSX
5764
Foresight Autonomous Holdings
FRSX
$8.28M
$67 ﹤0.01%
6
-20
-77% -$223
GEG icon
5765
Great Elm Group
GEG
$81.8M
$67 ﹤0.01%
37
-6
-14% -$11
GENK icon
5766
GEN Restaurant Group
GENK
$16.6M
$67 ﹤0.01%
9
-1,300
-99% -$9.68K
RAVE icon
5767
RAVE Restaurant Group
RAVE
$48.9M
$67 ﹤0.01%
26
-1
-4% -$3
DARE icon
5768
Dare Bioscience
DARE
$28.6M
$66 ﹤0.01%
21
HYMC icon
5769
Hycroft Mining Holding Corp
HYMC
$224M
$66 ﹤0.01%
30
VCRB icon
5770
Vanguard Core Bond ETF
VCRB
$3.49B
-153
Closed -$12.2K
WFCF icon
5771
Where Food Comes From
WFCF
$64.3M
$66 ﹤0.01%
5
STRR
5772
Star Equity Holdings, Inc. Common Stock
STRR
$32.8M
$65 ﹤0.01%
5
ONMD icon
5773
OneMedNet
ONMD
$38.7M
$65 ﹤0.01%
48
+4
+9% +$5
SER icon
5774
Serina Therapeutics
SER
$52.9M
$65 ﹤0.01%
13
GRCE
5775
Grace Therapeutics, Inc. Common Stock
GRCE
$45.1M
$65 ﹤0.01%
17