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
DUOT icon
5876
Duos Technologies
DUOT
$157M
$31 ﹤0.01%
+6
New +$31
INTG icon
5877
InterGroup Corp
INTG
$39.5M
$31 ﹤0.01%
+1
New +$31
KPLT icon
5878
Katapult Holdings
KPLT
$86.7M
$31 ﹤0.01%
+3
New +$31
LTRN icon
5879
Lantern Pharma
LTRN
$44.9M
$31 ﹤0.01%
+9
New +$31
PED icon
5880
PEDEVCO
PED
$52.5M
$31 ﹤0.01%
+31
New +$31
RAVE icon
5881
RAVE Restaurant Group
RAVE
$51.2M
$31 ﹤0.01%
+13
New +$31
SANW
5882
DELISTED
S&W Seed Co
SANW
$31 ﹤0.01%
+1
New +$31
ZDGE icon
5883
Zedge
ZDGE
$42.7M
$31 ﹤0.01%
+14
New +$31
FTXN icon
5884
First Trust Nasdaq Oil & Gas ETF
FTXN
$116M
$30 ﹤0.01%
1
-27
-96% -$810
RFIL icon
5885
RF Industries
RFIL
$92.5M
$30 ﹤0.01%
+10
New +$30
UG icon
5886
United-Guardian
UG
$36.6M
$30 ﹤0.01%
+4
New +$30
RGF
5887
DELISTED
The Real Good Food Company, Inc. Class A Common Stock
RGF
$30 ﹤0.01%
+1
New +$30
AQB icon
5888
AquaBounty Technologies
AQB
$6.28M
$29 ﹤0.01%
6
+4
+200% +$19
CISO
5889
CISO Global
CISO
$38.1M
$29 ﹤0.01%
14
+7
+100% +$15
CLRB icon
5890
Cellectar Biosciences
CLRB
$17.6M
0
ACOR
5891
DELISTED
Acorda Therapeutics
ACOR
$29 ﹤0.01%
2
+1
+100% +$15
AFK icon
5892
VanEck Africa Index ETF
AFK
$80.2M
$28 ﹤0.01%
2
-40
-95% -$560
FRDM icon
5893
Freedom 100 Emerging Markets ETF
FRDM
$1.43B
$28 ﹤0.01%
+1
New +$28
RGLS
5894
DELISTED
Regulus Therapeutics
RGLS
$28 ﹤0.01%
+20
New +$28
FFAI
5895
Faraday Future Intelligent Electric
FFAI
$243M
0
-$24
MMAT
5896
DELISTED
Meta Materials Inc. Common Stock
MMAT
$28 ﹤0.01%
1
MIRO
5897
DELISTED
Miromatrix Medical Inc. Common Stock
MIRO
$28 ﹤0.01%
+23
New +$28
FSI icon
5898
Flexible Solutions
FSI
$131M
$27 ﹤0.01%
+10
New +$27
OWLT icon
5899
Owlet
OWLT
$147M
$27 ﹤0.01%
6
-27
-82% -$122
RXD icon
5900
ProShares UltraShort Health Care
RXD
$951K
$27 ﹤0.01%
2