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
ANY icon
5976
Sphere 3D
ANY
$19.4M
$18 ﹤0.01%
13
-415
-97% -$575
APDN icon
5977
Applied DNA Sciences
APDN
$3.85M
0
BDSX icon
5978
Biodesix
BDSX
$57.2M
$18 ﹤0.01%
+11
New +$18
BTBDW icon
5979
BT Brands Warrant
BTBDW
$530K
0
CVR icon
5980
Chicago Rivet & Machine Co
CVR
$10.4M
$18 ﹤0.01%
+1
New +$18
DALN icon
5981
DallasNews
DALN
$84.5M
$18 ﹤0.01%
+4
New +$18
DXR icon
5982
Daxor
DXR
$58.6M
$18 ﹤0.01%
+2
New +$18
FPAY icon
5983
FlexShopper
FPAY
$18M
$18 ﹤0.01%
+17
New +$18
JRSH icon
5984
Jerash Holdings
JRSH
$42M
$18 ﹤0.01%
6
-26
-81% -$78
KINS icon
5985
Kingstone Companies
KINS
$196M
$18 ﹤0.01%
+10
New +$18
LINK icon
5986
Interlink Electronics
LINK
$105M
$18 ﹤0.01%
+3
New +$18
OCC icon
5987
Optical Cable Corp
OCC
$76.8M
$18 ﹤0.01%
+6
New +$18
TARA icon
5988
Protara Therapeutics
TARA
$142M
$18 ﹤0.01%
+11
New +$18
XOS icon
5989
Xos
XOS
$24.9M
$18 ﹤0.01%
2
-203
-99% -$1.83K
TRAW icon
5990
Traws Pharma
TRAW
$13.5M
$18 ﹤0.01%
+1
New +$18
EFTR
5991
DELISTED
eFFECTOR Therapeutics, Inc. Common Stock
EFTR
$18 ﹤0.01%
+1
New +$18
APRE icon
5992
Aprea Therapeutics
APRE
$8.56M
$17 ﹤0.01%
+4
New +$17
BRFH icon
5993
Barfresh Food Group
BRFH
$61.4M
$17 ﹤0.01%
+9
New +$17
DSS icon
5994
DSS Inc
DSS
$12M
$17 ﹤0.01%
+5
New +$17
DWSN icon
5995
Dawson Geophysical
DWSN
$55M
$17 ﹤0.01%
+7
New +$17
LGL icon
5996
LGL Group
LGL
$36.6M
$17 ﹤0.01%
+4
New +$17
LSTA icon
5997
Lisata Therapeutics
LSTA
$20.1M
$17 ﹤0.01%
+8
New +$17
NNVC icon
5998
NanoViricides
NNVC
$23.3M
$17 ﹤0.01%
+13
New +$17
SYBX icon
5999
Synlogic
SYBX
$20.1M
$17 ﹤0.01%
6
+5
+500% +$14
FMTO
6000
DELISTED
Femto Technologies Inc. Common Stock
FMTO
0