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
+8.03%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$770B
AUM Growth
+$64.9B
Cap. Flow
+$26.9B
Cap. Flow %
3.5%
Top 10 Hldgs %
17.84%
Holding
6,466
New
534
Increased
3,091
Reduced
1,683
Closed
345

Sector Composition

1 Technology 18.3%
2 Healthcare 11.5%
3 Financials 9.97%
4 Consumer Discretionary 9.25%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GCT icon
5926
GigaCloud Technology
GCT
$1.02B
-26
Closed
GDXU icon
5927
MicroSectors Gold Miners 3x Leveraged ETN
GDXU
$1.16B
-96
Closed -$4K
GENC icon
5928
Gencor Industries
GENC
$237M
$0 ﹤0.01%
14
GENI icon
5929
Genius Sports
GENI
$3.22B
$0 ﹤0.01%
25
GHM icon
5930
Graham Corp
GHM
$524M
$0 ﹤0.01%
16
GLAD icon
5931
Gladstone Capital
GLAD
$582M
-600
Closed -$12K
GLBS icon
5932
Globus Maritime Ltd
GLBS
$21.7M
$0 ﹤0.01%
4
GLIN icon
5933
VanEck India Growth Leaders ETF
GLIN
$126M
-700
Closed -$23K
GLSI icon
5934
Greenwich LifeSciences
GLSI
$149M
$0 ﹤0.01%
4
GNLN icon
5935
Greenlane Holdings
GNLN
$4.53M
0
GNPX icon
5936
Genprex
GNPX
$7.68M
$0 ﹤0.01%
4
GNS icon
5937
Genius Group
GNS
$69.4M
$0 ﹤0.01%
+31
New
GOCO icon
5938
GoHealth
GOCO
$76.9M
$0 ﹤0.01%
2
GORV icon
5939
Lazydays
GORV
$10.6M
-171
Closed -$61K
GOVZ icon
5940
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$294M
-3,369
Closed -$43K
GOVXW icon
5941
GeoVax Labs, Inc. Warrants
GOVXW
$18.8K
0
GPRK icon
5942
GeoPark
GPRK
$326M
-16,002
Closed -$247K
GRABW icon
5943
Grab Holdings Limited Warrant
GRABW
$9.88M
0
-$107K
GRND icon
5944
Grindr
GRND
$2.94B
-2,876
Closed -$13K
GSIT icon
5945
GSI Technology
GSIT
$85.2M
$0 ﹤0.01%
29
GSM icon
5946
FerroAtlántica
GSM
$799M
-383,061
Closed -$1.48M
GSSC icon
5947
GS ActiveBeta US Small Cap Equity ETF
GSSC
$636M
$0 ﹤0.01%
+5
New
GSY icon
5948
Invesco Ultra Short Duration ETF
GSY
$2.95B
-27,863
Closed -$1.38M
GTBP icon
5949
GT Biopharma
GTBP
$3.36M
$0 ﹤0.01%
1
GYRE icon
5950
Gyre Therapeutics
GYRE
$698M
$0 ﹤0.01%
3
-4
-57%