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
+11.39%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.12T
AUM Growth
+$146B
Cap. Flow
+$51.6B
Cap. Flow %
4.59%
Top 10 Hldgs %
22.59%
Holding
6,913
New
394
Increased
2,972
Reduced
2,339
Closed
499

Sector Composition

1 Technology 22.83%
2 Healthcare 10.08%
3 Consumer Discretionary 9.55%
4 Financials 9.44%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
AQWA icon
5826
Global X Clean Water ETF
AQWA
$13.4M
$35 ﹤0.01%
+2,011
New +$35
ASTC icon
5827
Astrotech Corp
ASTC
$8.61M
$35 ﹤0.01%
4
+1
+33% +$9
CHCI icon
5828
Comstock Holding Companies
CHCI
$166M
$35 ﹤0.01%
7
+4
+133% +$20
VRAR icon
5829
Glimpse Group
VRAR
$30.1M
$35 ﹤0.01%
29
+10
+53% +$12
PMD
5830
DELISTED
Psychemedics Corporation
PMD
$35 ﹤0.01%
12
+4
+50% +$12
CETY icon
5831
Clean Energy Technologies
CETY
$18.3M
$34 ﹤0.01%
32
-612
-95% -$650
CPIX icon
5832
Cumberland Pharmaceuticals
CPIX
$51M
$34 ﹤0.01%
20
+8
+67% +$14
CVR icon
5833
Chicago Rivet & Machine Co
CVR
$9.59M
$34 ﹤0.01%
2
+1
+100% +$17
OCC icon
5834
Optical Cable Corp
OCC
$69M
$34 ﹤0.01%
12
+3
+33% +$8
SWAG icon
5835
Stran & Co
SWAG
$35.4M
$34 ﹤0.01%
23
+8
+53% +$12
ERNA icon
5836
Eterna Therapeutics
ERNA
$10.7M
$33 ﹤0.01%
1
RMCF icon
5837
Rocky Mountain Chocolate Factory
RMCF
$11.7M
$33 ﹤0.01%
9
+3
+50% +$11
MTVA
5838
MetaVia Inc. Common Stock
MTVA
$16.6M
$33 ﹤0.01%
+8
New +$33
CPTN
5839
DELISTED
Cepton, Inc. Common Stock
CPTN
$33 ﹤0.01%
12
-384
-97% -$1.06K
BMRA icon
5840
Biomerica
BMRA
$8.53M
$32 ﹤0.01%
5
+1
+25% +$6
FIVA icon
5841
Fidelity International Value Factor ETF
FIVA
$266M
$32 ﹤0.01%
+1
New +$32
HUSA icon
5842
Houston American Energy
HUSA
$240M
$32 ﹤0.01%
2
SPWR icon
5843
Complete Solaria, Inc. Common Stock
SPWR
$128M
$32 ﹤0.01%
54
-6
-10% -$4
SQFT icon
5844
Presidio Property Trust
SQFT
$7.39M
$32 ﹤0.01%
3
+1
+50% +$11
ORKA
5845
Oruka Therapeutics, Inc. Common Stock
ORKA
$599M
$32 ﹤0.01%
2
+1
+100% +$16
JCTC
5846
Jewett-Cameron Trading
JCTC
$12.8M
$32 ﹤0.01%
6
+2
+50% +$11
DALN icon
5847
DallasNews
DALN
$78.2M
$31 ﹤0.01%
8
+3
+60% +$12
INDP icon
5848
Indaptus Therapeutics
INDP
$2.82M
$31 ﹤0.01%
+1
New +$31
TFFP
5849
DELISTED
TFF Pharmaceuticals, Inc. Common Stock
TFFP
$31 ﹤0.01%
5
-1,065
-100% -$6.6K
AMPG icon
5850
AmpliTech
AMPG
$80.2M
$30 ﹤0.01%
16
+5
+45% +$9