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
SNDA icon
5901
Sonida Senior Living
SNDA
$529M
$27 ﹤0.01%
+3
New +$27
RBT
5902
DELISTED
Rubicon Technologies, Inc.
RBT
$27 ﹤0.01%
+13
New +$27
AIM
5903
AIM ImmunoTech
AIM
$7.72M
$27 ﹤0.01%
+1
New +$27
CETY icon
5904
Clean Energy Technologies
CETY
$21.3M
$26 ﹤0.01%
+14
New +$26
CKX icon
5905
CKX Lands
CKX
$23.9M
$26 ﹤0.01%
+2
New +$26
INUV icon
5906
Inuvo
INUV
$60.9M
$26 ﹤0.01%
+12
New +$26
MPU icon
5907
Mega Matrix
MPU
$94.7M
$26 ﹤0.01%
+30
New +$26
OPTT icon
5908
Ocean Power Technologies
OPTT
$93.1M
$26 ﹤0.01%
+67
New +$26
YHGJ icon
5909
Yunhong Green CTI Ltd
YHGJ
$15.1M
$26 ﹤0.01%
+10
New +$26
CODA icon
5910
Coda Octopus Group
CODA
$92.6M
$25 ﹤0.01%
4
CXDO icon
5911
Crexendo
CXDO
$211M
$25 ﹤0.01%
+12
New +$25
DLPN icon
5912
Dolphin Entertainment
DLPN
$15M
$25 ﹤0.01%
+7
New +$25
HEPA
5913
DELISTED
Hepion Pharmaceuticals
HEPA
0
OPXS icon
5914
Optex Systems
OPXS
$88.3M
$25 ﹤0.01%
+6
New +$25
POCI icon
5915
Precision Optics
POCI
$33.7M
$25 ﹤0.01%
+4
New +$25
PPSI icon
5916
Pioneer Power Solutions
PPSI
$49.5M
$25 ﹤0.01%
+4
New +$25
XTOC icon
5917
Innovator US Equity Accelerated Plus ETF October
XTOC
$13.9M
$25 ﹤0.01%
1
TNFA
5918
TNF Pharmaceuticals
TNFA
$6.85M
0
SPRB
5919
Spruce Biosciences
SPRB
$5.11M
$25 ﹤0.01%
11
-23,549
-100% -$53.5K
PATI
5920
DELISTED
Patriot Transportation Holding, Inc. Common Stock
PATI
$25 ﹤0.01%
+3
New +$25
DOMA
5921
DELISTED
Doma Holdings, Inc.
DOMA
$25 ﹤0.01%
5
-450
-99% -$2.25K
CNTX icon
5922
Context Therapeutics
CNTX
$89M
$24 ﹤0.01%
+16
New +$24
EVTV icon
5923
Envirotech Vehicles
EVTV
$7.87M
$24 ﹤0.01%
+2
New +$24
FLNT
5924
Fluent
FLNT
$50M
$24 ﹤0.01%
+9
New +$24
FTHM icon
5925
Fathom Holdings
FTHM
$54M
$24 ﹤0.01%
+6
New +$24