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
-2.33%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$857B
AUM Growth
-$16.8B
Cap. Flow
+$11.9B
Cap. Flow %
1.39%
Top 10 Hldgs %
20.4%
Holding
6,847
New
817
Increased
2,095
Reduced
2,897
Closed
321

Sector Composition

1 Technology 20.05%
2 Healthcare 11.18%
3 Financials 9.56%
4 Consumer Discretionary 9.09%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TLF icon
5951
Tandy Leather Factory
TLF
$24.5M
$21 ﹤0.01%
+5
New +$21
TRT icon
5952
Trio-Tech International
TRT
$24.6M
$21 ﹤0.01%
+3
New +$21
TFFP
5953
DELISTED
TFF Pharmaceuticals, Inc. Common Stock
TFFP
$21 ﹤0.01%
+2
New +$21
MARK
5954
DELISTED
Remark Holdings, Inc.
MARK
$21 ﹤0.01%
43
+42
+4,200% +$21
ASTC icon
5955
Astrotech Corp
ASTC
$8.47M
$20 ﹤0.01%
+2
New +$20
HUSA icon
5956
Houston American Energy
HUSA
$221M
$20 ﹤0.01%
+1
New +$20
NTWK icon
5957
NetSol Technologies
NTWK
$55.6M
$20 ﹤0.01%
+11
New +$20
PODC icon
5958
PodcastOne
PODC
$47.5M
$20 ﹤0.01%
+10
New +$20
MSPR
5959
MSP Recovery Inc
MSPR
$1.46M
0
PMD
5960
DELISTED
Psychemedics Corporation
PMD
$20 ﹤0.01%
+5
New +$20
ALPP
5961
DELISTED
Alpine 4 Holdings, Inc. Common Stock
ALPP
$20 ﹤0.01%
+27
New +$20
BSCQ icon
5962
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.25B
$19 ﹤0.01%
+1
New +$19
COEP icon
5963
Coeptis Therapeutics
COEP
$75.9M
$19 ﹤0.01%
+1
New +$19
COYA icon
5964
Coya Therapeutics
COYA
$91.5M
$19 ﹤0.01%
+5
New +$19
CPIX icon
5965
Cumberland Pharmaceuticals
CPIX
$48.3M
$19 ﹤0.01%
+10
New +$19
DERM icon
5966
Journey Medical
DERM
$192M
$19 ﹤0.01%
+7
New +$19
INAB icon
5967
IN8bio
INAB
$9.58M
$19 ﹤0.01%
+1
New +$19
INDP icon
5968
Indaptus Therapeutics
INDP
$3.14M
0
RVP icon
5969
Retractable Technologies
RVP
$24.9M
$19 ﹤0.01%
+16
New +$19
SGMA
5970
DELISTED
Sigmatron International
SGMA
$19 ﹤0.01%
+6
New +$19
SHFS icon
5971
SHF Holdings
SHFS
$9.24M
$19 ﹤0.01%
+1
New +$19
XTIA icon
5972
XTI Aerospace
XTIA
$31.6M
0
-$31
OMCC
5973
Old Market Capital Corp
OMCC
$34.3M
$19 ﹤0.01%
+4
New +$19
CPTN
5974
DELISTED
Cepton, Inc. Common Stock
CPTN
$19 ﹤0.01%
5
-65
-93% -$247
AGAE icon
5975
Allied Gaming & Entertainment
AGAE
$38.4M
$18 ﹤0.01%
+20
New +$18