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
BSGM icon
5926
BioSig Technologies, Inc. Common Stock
BSGM
$164M
$0 ﹤0.01%
43
BSVN icon
5927
Bank7 Corp
BSVN
$461M
$0 ﹤0.01%
5
BTCT icon
5928
BTC Digital
BTCT
$24M
$0 ﹤0.01%
546
-1,293
-70%
BWAY
5929
Brainsway
BWAY
$295M
$0 ﹤0.01%
5
BWMX icon
5930
Betterware México
BWMX
$500M
-10
Closed
CAAS icon
5931
China Automotive Systems
CAAS
$131M
$0 ﹤0.01%
21
-183
-90%
CALC icon
5932
CalciMedica
CALC
$44.4M
-107,765
Closed -$358K
CASI icon
5933
CASI Pharmaceuticals
CASI
$36.7M
$0 ﹤0.01%
258
-6,912
-96%
CCAP icon
5934
Crescent Capital BDC
CCAP
$591M
-2
Closed
CDC icon
5935
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$736M
-478
Closed -$31K
CENN icon
5936
Cenntro
CENN
$28M
-43,273
Closed -$31K
CHAU icon
5937
Direxion Daily CSI 300 China A Share Bull 2X Shares
CHAU
$163M
-2,799
Closed -$106K
CIFRW icon
5938
Cipher Mining Inc. Warrant
CIFRW
$905M
0
COFS icon
5939
Choiceone Financial
COFS
$460M
$0 ﹤0.01%
12
CPER icon
5940
United States Copper Index Fund
CPER
$220M
$0 ﹤0.01%
9
CRD.B icon
5941
Crawford & Co Class B
CRD.B
$520M
-992
Closed -$9K
CREG icon
5942
Smart Powerr
CREG
$4.18M
$0 ﹤0.01%
1
CSBR icon
5943
Champions Oncology
CSBR
$98.3M
$0 ﹤0.01%
11
CULP icon
5944
Culp
CULP
$53.3M
$0 ﹤0.01%
29
CXAI icon
5945
CXApp
CXAI
$16.9M
-234,151
Closed -$2.33M
CYCN icon
5946
Cyclerion Therapeutics
CYCN
$7.62M
-41,333
Closed -$127K
DBE icon
5947
Invesco DB Energy Fund
DBE
$49.8M
-510
Closed -$9K
DBEM icon
5948
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$70.8M
0
DBVT
5949
DBV Technologies
DBVT
$257M
$0 ﹤0.01%
200
DESP
5950
DELISTED
Despegar.com
DESP
-38,540
Closed -$464K