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
AFMD
5801
DELISTED
Affimed
AFMD
$124 ﹤0.01%
20
-2,873
-99% -$17.8K
PET
5802
DELISTED
Wag!
PET
$124 ﹤0.01%
70
+45
+180% +$80
AUID icon
5803
authID Inc
AUID
$47.6M
$123 ﹤0.01%
13
+9
+225% +$85
PAVM icon
5804
PAVmed
PAVM
$9.29M
$123 ﹤0.01%
30
+7
+30% +$29
RDI icon
5805
Reading International Class A
RDI
$35M
$119 ﹤0.01%
62
+7
+13% +$13
LUMO
5806
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
$119 ﹤0.01%
38
+3
+9% +$9
PRN icon
5807
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$361M
$118 ﹤0.01%
1
RZLT icon
5808
Rezolute
RZLT
$705M
$118 ﹤0.01%
119
+84
+240% +$83
FFAI
5809
Faraday Future Intelligent Electric Inc. Common Stock
FFAI
$245M
$116 ﹤0.01%
+4
New +$116
INKT icon
5810
MiNK Therapeutics
INKT
$69.2M
$115 ﹤0.01%
11
BINI
5811
Bollinger Innovations, Inc. Common Stock
BINI
$3.13M
0
-$40
ALYA
5812
DELISTED
Alithya Group inc. Class A Subordinate Voting Shares
ALYA
$112 ﹤0.01%
84
-16
-16% -$21
PPIH icon
5813
Perma-Pipe International
PPIH
$261M
$109 ﹤0.01%
14
+5
+56% +$39
REK icon
5814
ProShares Short Real Estate
REK
$11.4M
$109 ﹤0.01%
6
-5
-45% -$91
USEA icon
5815
United Maritime
USEA
$15.6M
$109 ﹤0.01%
44
-2
-4% -$5
FDIV icon
5816
MarketDesk Focused US Dividend ETF
FDIV
$77.5M
$106 ﹤0.01%
+4
New +$106
IDN icon
5817
Intellicheck
IDN
$108M
$106 ﹤0.01%
56
+8
+17% +$15
CSSE
5818
DELISTED
Chicken Soup for the Soul Entertainment, Inc. Class A Common Stock
CSSE
$106 ﹤0.01%
486
-25
-5% -$5
DGLY icon
5819
Digital Ally
DGLY
$3.49M
0
-$85
VANI icon
5820
Vivani Medical
VANI
$72.3M
$105 ﹤0.01%
103
+53
+106% +$54
JOB icon
5821
GEE Group
JOB
$20.9M
$103 ﹤0.01%
+205
New +$103
QMCO icon
5822
Quantum Corp
QMCO
$114M
$103 ﹤0.01%
15
+1
+7% +$7
HCWB icon
5823
HCW Biologics
HCWB
$7.21M
$102 ﹤0.01%
2
+1
+100% +$51
TCHP icon
5824
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.54B
$102 ﹤0.01%
3
-30
-91% -$1.02K
CODX icon
5825
Co-Diagnostics
CODX
$11.8M
$101 ﹤0.01%
76