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
SDPI
5851
DELISTED
Superior Drilling Products Inc.
SDPI
$30 ﹤0.01%
33
+7
+27% +$6
AFK icon
5852
VanEck Africa Index ETF
AFK
$72.4M
$29 ﹤0.01%
2
AGAE icon
5853
Allied Gaming & Entertainment
AGAE
$34.6M
$29 ﹤0.01%
29
+8
+38% +$8
SONM icon
5854
Sonim Technologies
SONM
$10.7M
$29 ﹤0.01%
5
+2
+67% +$12
TAIT icon
5855
Taitron Components
TAIT
$17.2M
$29 ﹤0.01%
9
+3
+50% +$10
USEG icon
5856
US Energy Corp
USEG
$38.4M
$29 ﹤0.01%
27
+13
+93% +$14
CCLD icon
5857
CareCloud
CCLD
$159M
$28 ﹤0.01%
24
-3,812
-99% -$4.45K
CISO
5858
CISO Global
CISO
$41.4M
$28 ﹤0.01%
23
+7
+44% +$9
KOSS icon
5859
Koss Corp
KOSS
$54.5M
$28 ﹤0.01%
11
+4
+57% +$10
LUCD icon
5860
Lucid Diagnostics
LUCD
$109M
$28 ﹤0.01%
34
-13
-28% -$11
SANW
5861
DELISTED
S&W Seed Co
SANW
$28 ﹤0.01%
3
+1
+50% +$9
XPON icon
5862
Expion360
XPON
$11M
0
-$32
AMS icon
5863
American Shared Hospital Services
AMS
$16.3M
$27 ﹤0.01%
9
-98
-92% -$294
HEPA
5864
DELISTED
Hepion Pharmaceuticals
HEPA
-22
Closed -$3.61K
HQL
5865
abrdn Life Sciences Investors
HQL
$412M
$27 ﹤0.01%
2
-8,103
-100% -$109K
NSYS icon
5866
Nortech Systems
NSYS
$26M
$27 ﹤0.01%
2
+1
+100% +$14
NXGL icon
5867
NexGel
NXGL
$20.2M
$27 ﹤0.01%
+10
New +$27
UGRO icon
5868
urban-gro
UGRO
$8.31M
$27 ﹤0.01%
20
+6
+43% +$8
XELB icon
5869
Xcel Brands
XELB
$6.95M
$27 ﹤0.01%
3
+1
+50% +$9
YHGJ icon
5870
Yunhong Green CTI Ltd
YHGJ
$17.2M
$27 ﹤0.01%
17
+8
+89% +$13
ANEB icon
5871
Anebulo Pharmaceuticals
ANEB
$84.6M
$26 ﹤0.01%
+9
New +$26
BIAF icon
5872
bioAffinity Technologies
BIAF
$7.29M
$26 ﹤0.01%
13
+4
+44% +$8
BRN icon
5873
Barnwell Industries
BRN
$11.8M
$26 ﹤0.01%
11
+2
+22% +$5
DGICB
5874
Donegal Group Class B
DGICB
$26 ﹤0.01%
2
+1
+100% +$13
GTN.A icon
5875
Gray Media, Inc. Class A
GTN.A
$1.02B
$26 ﹤0.01%
3
+1
+50% +$9