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
KITT icon
5826
Nauticus Robotics
KITT
$15.9M
$99 ﹤0.01%
4
+3
+300% +$74
XTNT icon
5827
Xtant Medical Holdings
XTNT
$80.8M
$98 ﹤0.01%
87
+55
+172% +$62
KORE icon
5828
KORE Group Holdings
KORE
$37.6M
$97 ﹤0.01%
20
+9
+82% +$44
SPWR icon
5829
Complete Solaria, Inc. Common Stock
SPWR
$125M
$96 ﹤0.01%
+60
New +$96
FTEK icon
5830
Fuel Tech
FTEK
$98.8M
$95 ﹤0.01%
90
-1,802
-95% -$1.9K
INUV icon
5831
Inuvo
INUV
$49.9M
$95 ﹤0.01%
22
+10
+83% +$43
REE icon
5832
REE Automotive
REE
$20.6M
$95 ﹤0.01%
19
-2
-10% -$10
WGS icon
5833
GeneDx Holdings
WGS
$3.54B
$94 ﹤0.01%
34
ASPI icon
5834
ASP Isotopes
ASPI
$769M
$93 ﹤0.01%
52
+47
+940% +$84
PTBD icon
5835
Pacer Trendpilot US Bond ETF
PTBD
$131M
$92 ﹤0.01%
4
+3
+300% +$69
MAIA icon
5836
MAIA Biotechnology
MAIA
$51.5M
$91 ﹤0.01%
78
+67
+609% +$78
XYLO
5837
DELISTED
Xylo Technologies
XYLO
$91 ﹤0.01%
+10
New +$91
ACCS
5838
ACCESS Newswire Inc.
ACCS
$42.1M
$91 ﹤0.01%
5
+2
+67% +$36
FTK icon
5839
Flotek Industries
FTK
$331M
$90 ﹤0.01%
23
-2
-8% -$8
ZFOX
5840
DELISTED
ZeroFox Holdings, Inc. Common Stock
ZFOX
$90 ﹤0.01%
103
+25
+32% +$22
JVA icon
5841
Coffee Holding Co
JVA
$23.6M
$89 ﹤0.01%
99
-1
-1% -$1
KEQU icon
5842
Kewaunee Scientific
KEQU
$161M
$87 ﹤0.01%
3
+1
+50% +$29
IGLD icon
5843
FT Vest Gold Strategy Target Income ETF
IGLD
$270M
$85 ﹤0.01%
4
-169
-98% -$3.59K
ATOS icon
5844
Atossa Therapeutics
ATOS
$103M
$83 ﹤0.01%
94
VTGN icon
5845
VistaGen Therapeutics
VTGN
$110M
$82 ﹤0.01%
16
AHT
5846
Ashford Hospitality Trust
AHT
$38M
$81 ﹤0.01%
4
ANY icon
5847
Sphere 3D
ANY
$20.1M
$80 ﹤0.01%
24
+11
+85% +$37
AIRG icon
5848
Airgain
AIRG
$49.6M
$78 ﹤0.01%
22
+5
+29% +$18
BEAT icon
5849
Heartbeam
BEAT
$47M
$78 ﹤0.01%
33
+8
+32% +$19
KTCC icon
5850
Key Tronic
KTCC
$35.8M
$78 ﹤0.01%
18
+6
+50% +$26