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
MTEX icon
5876
Mannatech
MTEX
$15.7M
$26 ﹤0.01%
3
+1
+50% +$9
TLIS
5877
DELISTED
Talis Biomedical Corporation Common Stock
TLIS
$26 ﹤0.01%
3
+1
+50% +$9
TNXP icon
5878
Tonix Pharmaceuticals
TNXP
$265M
0
VIVK icon
5879
Vivakor
VIVK
$28M
$25 ﹤0.01%
31
+24
+343% +$19
VRME icon
5880
VerifyMe
VRME
$10.5M
$25 ﹤0.01%
18
+6
+50% +$8
EIGR
5881
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
$25 ﹤0.01%
5
-1
-17% -$5
BRFH icon
5882
Barfresh Food Group
BRFH
$46.9M
$24 ﹤0.01%
20
+8
+67% +$10
ISPO icon
5883
Inspirato
ISPO
$37.7M
$24 ﹤0.01%
6
+2
+50% +$8
NXPL icon
5884
NextPlat
NXPL
$18.2M
$24 ﹤0.01%
+16
New +$24
SGRP icon
5885
SPAR Group
SGRP
$27.5M
$24 ﹤0.01%
25
+11
+79% +$11
STRR
5886
DELISTED
Star Equity Holdings
STRR
$24 ﹤0.01%
5
+1
+25% +$5
PEV
5887
DELISTED
Phoenix Motor Inc. Common Stock
PEV
$24 ﹤0.01%
+30
New +$24
TSRI
5888
DELISTED
TSR Inc. New
TSRI
$24 ﹤0.01%
3
+1
+50% +$8
POAI icon
5889
Predictive Oncology
POAI
$10.8M
$23 ﹤0.01%
9
+3
+50% +$8
TOMZ icon
5890
TOMI Environmental Solutions
TOMZ
$17.6M
$23 ﹤0.01%
34
+11
+48% +$7
DOMA
5891
DELISTED
Doma Holdings, Inc.
DOMA
$23 ﹤0.01%
5
BBGI icon
5892
Beasley Broadcasting Group
BBGI
$8.95M
$22 ﹤0.01%
1
LINK icon
5893
Interlink Electronics
LINK
$91.3M
$22 ﹤0.01%
3
+1
+50% +$7
SYBX icon
5894
Synlogic
SYBX
$17.9M
$22 ﹤0.01%
12
+4
+50% +$7
TCRT icon
5895
Alaunos Therapeutics
TCRT
$4.92M
$22 ﹤0.01%
1
MKFG
5896
DELISTED
Markforged Holding Corporation
MKFG
$22 ﹤0.01%
3
ATIP
5897
DELISTED
ATI Physical Therapy, Inc.
ATIP
$22 ﹤0.01%
4
FAAR icon
5898
First Trust Alternative Absolute Return Strategy ETF
FAAR
$108M
$21 ﹤0.01%
741
+499
+206% +$14
IPDN icon
5899
Professional Diversity Network
IPDN
$7.82M
$21 ﹤0.01%
1
NUWE icon
5900
Nuwellis
NUWE
$3.85M
0
-$33