JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.45T
 

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
+8.58%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$806B
AUM Growth
+$806B
Cap. Flow
+$3.53B
Cap. Flow %
0.44%
Top 10 Hldgs %
18.23%
Holding
6,269
New
483
Increased
2,705
Reduced
1,979
Closed
337

Sector Composition

1 Technology 18.04%
2 Financials 11.12%
3 Healthcare 10.53%
4 Consumer Discretionary 10.3%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
AEI icon
5901
Alset
AEI
$67.9M
-363
Closed -$1K
AIHS icon
5902
Senmiao Technology Ltd
AIHS
$7.54M
$0 ﹤0.01%
229
-50
-18%
ALOT icon
5903
AstroNova
ALOT
$89.6M
$0 ﹤0.01%
8
ALTI icon
5904
AlTi Global
ALTI
$434M
-100,000
Closed -$987K
ALZN icon
5905
Alzamend Neuro
ALZN
$7.54M
-871
Closed -$3K
AMCR icon
5906
Amcor
AMCR
$19.2B
-2,029,268
Closed -$23.5M
AMPY icon
5907
Amplify Energy
AMPY
$166M
$0 ﹤0.01%
16
-6,653
-100%
ARL icon
5908
American Realty Investors
ARL
$244M
$0 ﹤0.01%
2
ASC icon
5909
Ardmore Shipping
ASC
$476M
$0 ﹤0.01%
76
ASMB icon
5910
Assembly Biosciences
ASMB
$186M
$0 ﹤0.01%
94
-2,871
-97%
ASPS icon
5911
Altisource Portfolio Solutions
ASPS
$129M
$0 ﹤0.01%
11
AUR icon
5912
Aurora
AUR
$10.9B
-900,044
Closed -$8.94M
AVAL icon
5913
Grupo Aval
AVAL
$3.97B
-2,503,749
Closed -$14.5M
BBAR icon
5914
BBVA Argentina
BBAR
$2.52B
$0 ﹤0.01%
33
-6,015
-99%
BCX icon
5915
BlackRock Resources & Commodities Strategy Trust
BCX
$782M
$0 ﹤0.01%
+28
New
BEDU
5916
Bright Scholar Education Holdings
BEDU
$51.4M
$0 ﹤0.01%
2
-101,526
-100%
BETR icon
5917
Better Home & Finance Holding
BETR
$345M
-499,800
Closed -$4.97M
BITF
5918
Bitfarms
BITF
$735M
-1,298
Closed -$6K
BKYI
5919
BIO-key International
BKYI
$5.22M
$0 ﹤0.01%
+10
New
SRTA
5920
Strata Critical Medical, Inc. Class A Common Stock
SRTA
$349M
-31
Closed
BNR
5921
Burning Rock Biotech
BNR
$87.2M
-85,059
Closed -$1.52M
BNZI icon
5922
Banzai International
BNZI
$10.2M
-181,351
Closed -$1.76M
BOIL icon
5923
ProShares Ultra Bloomberg Natural Gas
BOIL
$135M
-11
Closed -$1K
BORR
5924
Borr Drilling
BORR
$779M
-163,905
Closed -$137K
BRID icon
5925
Bridgford Foods
BRID
$70.7M
$0 ﹤0.01%
2