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
+11.29%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$979B
AUM Growth
+$122B
Cap. Flow
+$26.9B
Cap. Flow %
2.75%
Top 10 Hldgs %
20.99%
Holding
6,985
New
460
Increased
3,284
Reduced
2,043
Closed
468

Sector Composition

1 Technology 21.83%
2 Healthcare 10.29%
3 Financials 9.88%
4 Consumer Discretionary 9.44%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PSQH icon
5951
PSQ Holdings
PSQH
$90.9M
$37 ﹤0.01%
+7
New +$37
RGLS
5952
DELISTED
Regulus Therapeutics
RGLS
$37 ﹤0.01%
29
+9
+45% +$11
EIGR
5953
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
$37 ﹤0.01%
6
-274
-98% -$1.69K
UG icon
5954
United-Guardian
UG
$38.5M
$36 ﹤0.01%
5
+1
+25% +$7
BMRA icon
5955
Biomerica
BMRA
$8.53M
$35 ﹤0.01%
4
+2
+100% +$18
NEPH icon
5956
Nephros
NEPH
$44.5M
$35 ﹤0.01%
10
+2
+25% +$7
VNCE icon
5957
Vince Holding
VNCE
$45M
$35 ﹤0.01%
10
+2
+25% +$7
EVTV icon
5958
Envirotech Vehicles
EVTV
$9.85M
$34 ﹤0.01%
3
+1
+50% +$11
HUSA icon
5959
Houston American Energy
HUSA
$240M
$34 ﹤0.01%
2
+1
+100% +$17
OPTT icon
5960
Ocean Power Technologies
OPTT
$102M
$34 ﹤0.01%
107
+40
+60% +$13
PZG icon
5961
Paramount Gold Nevada
PZG
$72.9M
$34 ﹤0.01%
90
+45
+100% +$17
AWRE icon
5962
Aware
AWRE
$61.2M
$33 ﹤0.01%
20
+5
+33% +$8
BZFD icon
5963
BuzzFeed
BZFD
$73.7M
$33 ﹤0.01%
33
+9
+38% +$9
KPLT icon
5964
Katapult Holdings
KPLT
$89.2M
$33 ﹤0.01%
3
KULR icon
5965
KULR Technology Group
KULR
$185M
$33 ﹤0.01%
+22
New +$33
NUWE icon
5966
Nuwellis
NUWE
$3.85M
0
-$83
QDPL icon
5967
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.19B
$33 ﹤0.01%
1
-7
-88% -$231
SONN icon
5968
Sonnet BioTherapeutics
SONN
$26M
$33 ﹤0.01%
+2
New +$33
FPAY icon
5969
FlexShopper
FPAY
$16.9M
$32 ﹤0.01%
19
+2
+12% +$3
NTWK icon
5970
NetSol Technologies
NTWK
$54.4M
$32 ﹤0.01%
15
+4
+36% +$9
WVVI icon
5971
Willamette Valley Vineyards
WVVI
$24.1M
$32 ﹤0.01%
6
+2
+50% +$11
WYY icon
5972
WidePoint Corp
WYY
$53.8M
$32 ﹤0.01%
14
+5
+56% +$11
XPON icon
5973
Expion360
XPON
$11M
0
SPRB
5974
DELISTED
Spruce Biosciences, Inc. Common Stock
SPRB
$32 ﹤0.01%
11
EFTR
5975
DELISTED
eFFECTOR Therapeutics, Inc. Common Stock
EFTR
$32 ﹤0.01%
3
+2
+200% +$21