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
-2.75%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$773B
AUM Growth
-$33.3B
Cap. Flow
+$6.18B
Cap. Flow %
0.8%
Top 10 Hldgs %
18.62%
Holding
6,341
New
361
Increased
2,411
Reduced
2,376
Closed
355

Sector Composition

1 Technology 17.24%
2 Healthcare 11.68%
3 Financials 11.59%
4 Consumer Discretionary 9.21%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BNDW icon
5951
Vanguard Total World Bond ETF
BNDW
$1.33B
-265
Closed -$21K
BRAG
5952
Bragg Gaming Group
BRAG
$67.1M
-9,220
Closed -$96K
BRFS icon
5953
BRF SA
BRFS
$5.88B
-1,148,090
Closed -$4.7M
BRID icon
5954
Bridgford Foods
BRID
$71.9M
$0 ﹤0.01%
2
BRNS
5955
Barinthus Biotherapeutics
BRNS
$54.2M
$0 ﹤0.01%
+17
New
BSGM icon
5956
BioSig Technologies, Inc. Common Stock
BSGM
$161M
$0 ﹤0.01%
4
BSTZ icon
5957
BlackRock Science and Technology Term Trust
BSTZ
$1.53B
-268
Closed -$10K
BSVN icon
5958
Bank7 Corp
BSVN
$469M
$0 ﹤0.01%
5
BTCT icon
5959
BTC Digital
BTCT
$23M
-1
Closed
BWAY
5960
Brainsway
BWAY
$302M
-5
Closed
CAAS icon
5961
China Automotive Systems
CAAS
$135M
-21
Closed
CAN
5962
Canaan Creative
CAN
$335M
-239,155
Closed -$1.23M
CAPL icon
5963
CrossAmerica Partners
CAPL
$800M
$0 ﹤0.01%
7
-1,880
-100%
CARV icon
5964
Carver Bancorp
CARV
$15.5M
-191
Closed -$2K
CASI icon
5965
CASI Pharmaceuticals
CASI
$35.3M
$0 ﹤0.01%
26
CATH icon
5966
Global X S&P 500 Catholic Values ETF
CATH
$1.04B
-30,989
Closed -$1.83M
CBUS icon
5967
Cibus
CBUS
$66.2M
-998
Closed -$106K
CDTX icon
5968
Cidara Therapeutics
CDTX
$1.65B
$0 ﹤0.01%
6
-505
-99%
CKPT
5969
DELISTED
Checkpoint Therapeutics
CKPT
$0 ﹤0.01%
2
-1,396
-100%
CMCL icon
5970
Caledonia Mining Corp
CMCL
$528M
$0 ﹤0.01%
18
-539
-97%
CMPX icon
5971
Compass Therapeutics
CMPX
$578M
-23,749
Closed -$75K
CODA icon
5972
Coda Octopus Group
CODA
$90M
$0 ﹤0.01%
4
-2,722
-100%
CODX icon
5973
Co-Diagnostics
CODX
$11.9M
$0 ﹤0.01%
76
COFS icon
5974
Choiceone Financial
COFS
$463M
$0 ﹤0.01%
12
CPSH icon
5975
CPS Technologies
CPSH
$49.4M
-2,463
Closed -$9K