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
SHFS icon
5976
SHF Holdings
SHFS
$12M
$31 ﹤0.01%
1
SYBX icon
5977
Synlogic
SYBX
$17.1M
$31 ﹤0.01%
8
+2
+33% +$8
PDYN icon
5978
Palladyne AI
PDYN
$295M
$31 ﹤0.01%
44
+6
+16% +$4
ALPP
5979
DELISTED
Alpine 4 Holdings, Inc. Common Stock
ALPP
$31 ﹤0.01%
42
+15
+56% +$11
GETR
5980
DELISTED
Getaround, Inc.
GETR
$31 ﹤0.01%
133
+116
+682% +$27
FGH
5981
DELISTED
FG Group Holdings Inc.
FGH
$31 ﹤0.01%
21
+8
+62% +$12
CHIE
5982
DELISTED
Global X MSCI China Energy ETF
CHIE
$31 ﹤0.01%
+2
New +$31
LSTA icon
5983
Lisata Therapeutics
LSTA
$19.3M
$30 ﹤0.01%
11
+3
+38% +$8
MNTS icon
5984
Momentus
MNTS
$13.5M
$30 ﹤0.01%
+1
New +$30
TARA icon
5985
Protara Therapeutics
TARA
$120M
$30 ﹤0.01%
16
+5
+45% +$9
FSI icon
5986
Flexible Solutions
FSI
$123M
$29 ﹤0.01%
15
+5
+50% +$10
RPTX icon
5987
Repare Therapeutics
RPTX
$74.3M
$29 ﹤0.01%
4
-8,147
-100% -$59.1K
RVP icon
5988
Retractable Technologies
RVP
$24.2M
$29 ﹤0.01%
26
+10
+63% +$11
SRZN icon
5989
Surrozen
SRZN
$100M
$29 ﹤0.01%
3
+1
+50% +$10
CYTH
5990
DELISTED
Cyclo Therapeutics, Inc. Common Stock
CYTH
$29 ﹤0.01%
18
-222
-93% -$358
AFK icon
5991
VanEck Africa Index ETF
AFK
$70.9M
$28 ﹤0.01%
2
ELUT icon
5992
Elutia
ELUT
$62.7M
$28 ﹤0.01%
13
-3,689
-100% -$7.95K
RMCF icon
5993
Rocky Mountain Chocolate Factory
RMCF
$11.7M
$28 ﹤0.01%
6
+1
+20% +$5
SNTI icon
5994
Senti Biosciences
SNTI
$34M
$28 ﹤0.01%
4
+1
+33% +$7
GREE icon
5995
Greenidge Generation Holdings
GREE
$21.2M
$27 ﹤0.01%
4
+3
+300% +$20
UPXI icon
5996
Upexi
UPXI
$324M
$27 ﹤0.01%
1
TRAW icon
5997
Traws Pharma
TRAW
$13.2M
$27 ﹤0.01%
1
MVLA
5998
DELISTED
Movella Holdings Inc. Common Stock
MVLA
$27 ﹤0.01%
+44
New +$27
ORKA
5999
Oruka Therapeutics, Inc. Common Stock
ORKA
$601M
$27 ﹤0.01%
1
BDL icon
6000
Flanigan's Enterprises
BDL
$51.7M
$26 ﹤0.01%
1