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
ASMB icon
5851
Assembly Biosciences
ASMB
$171M
$77 ﹤0.01%
8
-5
-38% -$48
RCAT icon
5852
Red Cat Holdings
RCAT
$850M
$76 ﹤0.01%
86
+49
+132% +$43
BJDX icon
5853
Bluejay Diagnostics
BJDX
$2.17M
-1
Closed -$914
HYMC icon
5854
Hycroft Mining Holding Corp
HYMC
$227M
$74 ﹤0.01%
30
-1
-3% -$2
KSCP icon
5855
Knightscope
KSCP
$56.6M
$74 ﹤0.01%
2
+1
+100% +$37
SELF
5856
Global Self Storage
SELF
$58.3M
$74 ﹤0.01%
16
+5
+45% +$23
CXDO icon
5857
Crexendo
CXDO
$194M
$73 ﹤0.01%
15
+3
+25% +$15
TPCS icon
5858
TechPrecision Corp
TPCS
$54.5M
$72 ﹤0.01%
14
+5
+56% +$26
BMTX
5859
DELISTED
BM Technologies, Inc.
BMTX
$72 ﹤0.01%
35
+6
+21% +$12
ARKR icon
5860
Ark Restaurants
ARKR
$25.6M
$71 ﹤0.01%
5
+3
+150% +$43
MDWD icon
5861
MediWound
MDWD
$201M
$71 ﹤0.01%
+7
New +$71
ORGS
5862
DELISTED
Orgenesis Inc. Common Stock
ORGS
$71 ﹤0.01%
14
+1
+8% +$5
ABEO icon
5863
Abeona Therapeutics
ABEO
$335M
$70 ﹤0.01%
14
LOAN
5864
Manhattan Bridge Capital
LOAN
$61.3M
$70 ﹤0.01%
14
+4
+40% +$20
DPSI
5865
DELISTED
DecisionPoint Systems, Inc.
DPSI
$69 ﹤0.01%
11
+4
+57% +$25
FXZ icon
5866
First Trust Materials AlphaDEX Fund
FXZ
$215M
$68 ﹤0.01%
1
MPU icon
5867
Mega Matrix
MPU
$88.9M
$68 ﹤0.01%
48
+18
+60% +$26
ULY icon
5868
Urgent.ly
ULY
$5.5M
$67 ﹤0.01%
+2
New +$67
LUCD icon
5869
Lucid Diagnostics
LUCD
$104M
$66 ﹤0.01%
47
+34
+262% +$48
RMTI icon
5870
Rockwell Medical
RMTI
$56.8M
$66 ﹤0.01%
35
VERU icon
5871
Veru
VERU
$56.6M
$66 ﹤0.01%
9
CGTX icon
5872
Cognition Therapeutics
CGTX
$221M
$65 ﹤0.01%
35
+10
+40% +$19
GROV icon
5873
Grove Collaborative
GROV
$62.7M
$65 ﹤0.01%
37
+14
+61% +$25
MRAI
5874
DELISTED
Marpai, Inc. Class A Common Stock
MRAI
$65 ﹤0.01%
37
+32
+640% +$56
TTNP icon
5875
Titan Pharmaceuticals
TTNP
$5.92M
$64 ﹤0.01%
8