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
XHLF icon
5776
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.97B
$50 ﹤0.01%
1
EOT
5777
Eaton Vance National Municipal Opportunities Trust
EOT
$261M
$49 ﹤0.01%
+3
New +$49
RDI icon
5778
Reading International Class A
RDI
$35M
$47 ﹤0.01%
35
-35
-50% -$47
ARMP icon
5779
Armata Pharmaceuticals
ARMP
$110M
$46 ﹤0.01%
24
+2
+9% +$4
CVM icon
5780
CEL-SCI Corp
CVM
$69.3M
$46 ﹤0.01%
20
-69
-78% -$159
LOCL icon
5781
Local Bounti
LOCL
$48.2M
$46 ﹤0.01%
20
NNVC icon
5782
NanoViricides
NNVC
$23M
$46 ﹤0.01%
33
+7
+27% +$10
KORE icon
5783
KORE Group Holdings
KORE
$38.3M
$45 ﹤0.01%
19
-3
-14% -$7
SOS
5784
SOS Limited
SOS
$16.5M
$44 ﹤0.01%
7
ATHA icon
5785
Athira Pharma
ATHA
$15.4M
$43 ﹤0.01%
143
CWS icon
5786
AdvisorShares Focused Equity ETF
CWS
$192M
0
GORV icon
5787
Lazydays
GORV
$9.11M
$40 ﹤0.01%
6
BNGO icon
5788
Bionano Genomics
BNGO
$23.1M
$39 ﹤0.01%
12
+1
+9% +$3
DXR icon
5789
Daxor
DXR
$57.5M
$39 ﹤0.01%
4
NYC
5790
American Strategic Investment Co
NYC
$26.1M
$39 ﹤0.01%
3
PED icon
5791
PEDEVCO
PED
$54.9M
$39 ﹤0.01%
60
+2
+3% +$1
QDPL icon
5792
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.19B
-275
Closed -$10.1K
SLNG icon
5793
Stabilis Solutions
SLNG
$69.4M
$38 ﹤0.01%
8
AXIL
5794
AXIL Brands
AXIL
$45.5M
$38 ﹤0.01%
7
BSGM icon
5795
BioSig Technologies, Inc. Common Stock
BSGM
$193M
$36 ﹤0.01%
5
RANI icon
5796
Rani Therapeutics
RANI
$23.9M
$36 ﹤0.01%
71
SCLX icon
5797
Scilex Holding
SCLX
$173M
$36 ﹤0.01%
6
-12,441
-100% -$74.6K
BDL icon
5798
Flanigan's Enterprises
BDL
$50.2M
$35 ﹤0.01%
1
-1
-50% -$35
XGN icon
5799
Exagen
XGN
$223M
$35 ﹤0.01%
5
DTIL icon
5800
Precision BioSciences
DTIL
$58.1M
$34 ﹤0.01%
8