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
-2.33%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$857B
AUM Growth
-$16.8B
Cap. Flow
+$11.9B
Cap. Flow %
1.39%
Top 10 Hldgs %
20.4%
Holding
6,847
New
817
Increased
2,095
Reduced
2,897
Closed
321

Sector Composition

1 Technology 20.05%
2 Healthcare 11.18%
3 Financials 9.56%
4 Consumer Discretionary 9.09%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
USIO icon
5826
Usio Inc
USIO
$38.4M
$40 ﹤0.01%
+23
New +$40
AP icon
5827
Ampco-Pittsburgh
AP
$48.6M
$39 ﹤0.01%
+15
New +$39
NAII icon
5828
Natural Alternatives International
NAII
$18.7M
$39 ﹤0.01%
+6
New +$39
GAIA icon
5829
Gaia
GAIA
$154M
$38 ﹤0.01%
+14
New +$38
IRIX icon
5830
IRIDEX
IRIX
$19.5M
$38 ﹤0.01%
+15
New +$38
TOON icon
5831
Kartoon Studios
TOON
$38.5M
$38 ﹤0.01%
27
-6,174
-100% -$8.69K
MKFG
5832
DELISTED
Markforged Holding Corporation
MKFG
$38 ﹤0.01%
3
-374
-99% -$4.74K
BKTI icon
5833
BK Technologies
BKTI
$294M
$37 ﹤0.01%
+3
New +$37
BZFD icon
5834
BuzzFeed
BZFD
$66.7M
$37 ﹤0.01%
+24
New +$37
LOCL icon
5835
Local Bounti
LOCL
$71.5M
$37 ﹤0.01%
15
-84
-85% -$207
UAMY icon
5836
United States Antimony
UAMY
$830M
$37 ﹤0.01%
+100
New +$37
CELU icon
5837
Celularity
CELU
$56.6M
$36 ﹤0.01%
16
CGTX icon
5838
Cognition Therapeutics
CGTX
$126M
$36 ﹤0.01%
25
-25
-50% -$36
DRIO icon
5839
DarioHealth
DRIO
$18.7M
$36 ﹤0.01%
1
ECOR icon
5840
electroCore
ECOR
$39.6M
$36 ﹤0.01%
6
+5
+500% +$30
ELDN icon
5841
Eledon Pharmaceuticals
ELDN
$156M
$36 ﹤0.01%
+26
New +$36
ICCC icon
5842
ImmuCell
ICCC
$56.5M
$36 ﹤0.01%
+7
New +$36
ISPO icon
5843
Inspirato
ISPO
$36.8M
$36 ﹤0.01%
+3
New +$36
PMCB icon
5844
PharmaCyte Biotech
PMCB
$6.8M
$36 ﹤0.01%
+17
New +$36
RCAT icon
5845
Red Cat Holdings
RCAT
$1.13B
$36 ﹤0.01%
37
+33
+825% +$32
RGTI icon
5846
Rigetti Computing
RGTI
$9.2B
$36 ﹤0.01%
27
-18,194
-100% -$24.3K
CFRX
5847
DELISTED
ContraFect Corporation
CFRX
$36 ﹤0.01%
62
FKWL icon
5848
Franklin Wireless
FKWL
$47.3M
$35 ﹤0.01%
+11
New +$35
GLSI icon
5849
Greenwich LifeSciences
GLSI
$161M
$35 ﹤0.01%
4
KEQU icon
5850
Kewaunee Scientific
KEQU
$126M
$35 ﹤0.01%
+2
New +$35