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
RGF
5926
DELISTED
The Real Good Food Company, Inc. Class A Common Stock
RGF
$17 ﹤0.01%
4
-250
-98% -$1.06K
RBT
5927
DELISTED
Rubicon Technologies, Inc.
RBT
$17 ﹤0.01%
+42
New +$17
DSS icon
5928
DSS Inc
DSS
$11.3M
$16 ﹤0.01%
9
+2
+29% +$4
NCSM icon
5929
NCS Multistage Holdings
NCSM
$131M
$16 ﹤0.01%
1
SIF icon
5930
SIFCO Industries
SIF
$43.3M
$16 ﹤0.01%
5
+1
+25% +$3
SOBR icon
5931
SOBR Safe
SOBR
$4.87M
0
-$13
YIBO icon
5932
Planet Image International
YIBO
$78.7M
$16 ﹤0.01%
+5
New +$16
SHPW
5933
DELISTED
Shapeways Holdings, Inc. Common Stock
SHPW
$16 ﹤0.01%
8
+3
+60% +$6
AXDX
5934
DELISTED
Accelerate Diagnostics
AXDX
$15 ﹤0.01%
15
+4
+36% +$4
GNPX icon
5935
Genprex
GNPX
$8.37M
$15 ﹤0.01%
5
-2
-29% -$6
HCWB icon
5936
HCW Biologics
HCWB
$7.21M
-2
Closed -$102
RDIB
5937
Reading International Class B
RDIB
$266M
$15 ﹤0.01%
+1
New +$15
VEEE icon
5938
Twin Vee PowerCats
VEEE
$5.3M
$15 ﹤0.01%
2
+1
+100% +$8
FFAI
5939
Faraday Future Intelligent Electric Inc. Common Stock
FFAI
$245M
$15 ﹤0.01%
4
WHLM
5940
DELISTED
Wilhelmina International, Inc
WHLM
$15 ﹤0.01%
3
+2
+200% +$10
ENG
5941
DELISTED
ENGlobal Corp
ENG
$15 ﹤0.01%
9
+3
+50% +$5
COEP icon
5942
Coeptis Therapeutics
COEP
$60.3M
$14 ﹤0.01%
2
+1
+100% +$7
CTRM icon
5943
Castor Maritime
CTRM
$19.2M
$14 ﹤0.01%
4
-2
-33% -$7
LDTC
5944
DELISTED
LeddarTech
LDTC
$14 ﹤0.01%
5
-295
-98% -$826
JEWL
5945
DELISTED
Adamas One Corp. Common Stock
JEWL
$14 ﹤0.01%
33
+19
+136% +$8
FATH
5946
DELISTED
Fathom Digital Manufacturing Corporation
FATH
$14 ﹤0.01%
3
+1
+50% +$5
GMOM icon
5947
Cambria Global Momentum ETF
GMOM
$115M
$13 ﹤0.01%
+435
New +$13
SUIG
5948
Sui Group Holdings Limited Common Stock
SUIG
$356M
$13 ﹤0.01%
5
+2
+67% +$5
SIEB icon
5949
Siebert Financial
SIEB
$108M
$13 ﹤0.01%
6
SER icon
5950
Serina Therapeutics
SER
$51.5M
$13 ﹤0.01%
1
-57
-98% -$741