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
PODC icon
5901
PodcastOne
PODC
$47.3M
$21 ﹤0.01%
10
-798
-99% -$1.68K
SDOT icon
5902
Sadot Group
SDOT
$7.89M
$21 ﹤0.01%
7
+2
+40% +$6
BEEM icon
5903
Beam Global
BEEM
$44.6M
$20 ﹤0.01%
3
CWD icon
5904
CaliberCos
CWD
$10.5M
$20 ﹤0.01%
1
DOMH icon
5905
Dominari Holdings
DOMH
$104M
$20 ﹤0.01%
8
+1
+14% +$3
MXC icon
5906
Mexco Energy
MXC
$17.5M
$20 ﹤0.01%
2
UPXI icon
5907
Upexi
UPXI
$332M
$20 ﹤0.01%
2
+1
+100% +$10
EFIV icon
5908
SPDR S&P 500 ESG ETF
EFIV
$1.16B
$19 ﹤0.01%
+367
New +$19
NRXS icon
5909
Neuraxis
NRXS
$24.1M
$19 ﹤0.01%
6
+4
+200% +$13
NYC
5910
American Strategic Investment Co
NYC
$24.7M
$19 ﹤0.01%
3
+1
+50% +$6
RPTX icon
5911
Repare Therapeutics
RPTX
$74.3M
$19 ﹤0.01%
4
EGIO
5912
DELISTED
Edgio, Inc. Common Stock
EGIO
$19 ﹤0.01%
2
-1,598
-100% -$15.2K
AKLI
5913
DELISTED
Akili, Inc. Common Stock
AKLI
$19 ﹤0.01%
67
+29
+76% +$8
CTHR
5914
DELISTED
Charles & Colvard Ltd
CTHR
$19 ﹤0.01%
6
+2
+50% +$6
NVOS
5915
DELISTED
Novo Integrated Sciences, Inc. Common Stock
NVOS
$19 ﹤0.01%
40
+14
+54% +$7
REK icon
5916
ProShares Short Real Estate
REK
$11.3M
$18 ﹤0.01%
1
-5
-83% -$90
HAO icon
5917
Haoxi Health Technology Ltd
HAO
$4.98M
0
XAGE
5918
Longevity Health Holdings, Inc. Common Stock
XAGE
$4.94M
0
-$7
MMAT
5919
DELISTED
Meta Materials Inc. Common Stock
MMAT
$18 ﹤0.01%
6
+5
+500% +$15
DRIO icon
5920
DarioHealth
DRIO
$17.7M
$17 ﹤0.01%
1
ELSE icon
5921
Electro-Sensors
ELSE
$16.4M
$17 ﹤0.01%
4
+2
+100% +$9
INBS icon
5922
Intelligent Bio Solutions
INBS
$15.4M
$17 ﹤0.01%
+4
New +$17
IPW icon
5923
iPower
IPW
$16.2M
$17 ﹤0.01%
33
+12
+57% +$6
XPL icon
5924
Solitario Resources
XPL
$71.7M
$17 ﹤0.01%
29
-84
-74% -$49
BRLS icon
5925
Borealis Foods
BRLS
$54.7M
$17 ﹤0.01%
+3
New +$17