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
+3.88%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.16T
AUM Growth
+$35.9B
Cap. Flow
+$9.51B
Cap. Flow %
0.82%
Top 10 Hldgs %
25.51%
Holding
6,729
New
334
Increased
2,205
Reduced
2,958
Closed
375

Sector Composition

1 Technology 25.26%
2 Healthcare 9.71%
3 Consumer Discretionary 9.24%
4 Financials 9.04%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TRUG icon
5951
TruGolf
TRUG
$4.47M
0
-$5
GRCE
5952
Grace Therapeutics, Inc. Common Stock
GRCE
$44.8M
$6 ﹤0.01%
+2
New +$6
AQB icon
5953
AquaBounty Technologies
AQB
$4.85M
$5 ﹤0.01%
3
CCTG icon
5954
CCSC Technology International Holdings
CCTG
$13.3M
$5 ﹤0.01%
2
CISO
5955
CISO Global
CISO
$36.1M
$5 ﹤0.01%
8
-15
-65% -$9
CLNN icon
5956
Clene
CLNN
$66.2M
$5 ﹤0.01%
1
EDF
5957
Virtus Stone Harbor Emerging Markets Income Fund
EDF
$159M
$5 ﹤0.01%
+1
New +$5
FATBB
5958
FAT Brands
FATBB
$45.4M
$5 ﹤0.01%
2
HSCS icon
5959
Heart Test Laboratories
HSCS
$8.44M
$5 ﹤0.01%
+1
New +$5
NUWE icon
5960
Nuwellis
NUWE
$4.31M
0
-$21
PMN icon
5961
ProMIS Neurosciences
PMN
$22.6M
$5 ﹤0.01%
3
-250
-99% -$417
SUGP icon
5962
SU Group Holdings
SUGP
$8.42M
0
-$6
CNTG
5963
DELISTED
Centogene N.V. Common Shares
CNTG
$5 ﹤0.01%
13
IAF
5964
abrdn Australia Equity Fund
IAF
$127M
$4 ﹤0.01%
1
-1
-50% -$4
IBIO icon
5965
iBio
IBIO
$16.8M
$4 ﹤0.01%
2
KPRX icon
5966
Kiora Pharmaceuticals
KPRX
$9.24M
$4 ﹤0.01%
+1
New +$4
LDTC
5967
DELISTED
LeddarTech
LDTC
$4 ﹤0.01%
5
RDHL
5968
Redhill Biopharma
RDHL
$3.31M
0
-$6
THAR icon
5969
Tharimmune
THAR
$15.8M
$4 ﹤0.01%
+1
New +$4
ZVSA
5970
DELISTED
ZyVersa Therapeutics
ZVSA
$4 ﹤0.01%
+1
New +$4
AMIX
5971
Autonomix Medical
AMIX
$6.6M
0
-$12
ATXI
5972
DELISTED
Avenue Therapeutics, Inc. Common Stock
ATXI
$4 ﹤0.01%
+1
New +$4
CRKN
5973
DELISTED
Crown Electrokinetics Corp. Common Stock
CRKN
0
SDIG
5974
DELISTED
Stronghold Digital Mining, Inc. Class A Common Stock
SDIG
$4 ﹤0.01%
1
ALTO icon
5975
Alto Ingredients
ALTO
$88.2M
$3 ﹤0.01%
2
-35,967
-100% -$54K