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
+11.39%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.12T
AUM Growth
+$146B
Cap. Flow
+$51.6B
Cap. Flow %
4.59%
Top 10 Hldgs %
22.59%
Holding
6,913
New
394
Increased
2,972
Reduced
2,339
Closed
499

Sector Composition

1 Technology 22.83%
2 Healthcare 10.08%
3 Consumer Discretionary 9.55%
4 Financials 9.44%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
IAF
5976
abrdn Australia Equity Fund
IAF
$127M
$9 ﹤0.01%
+2
New +$9
RVYL icon
5977
Ryvyl
RVYL
$9.17M
$9 ﹤0.01%
3
+1
+50% +$3
SNAL icon
5978
Snail Inc
SNAL
$32.8M
$9 ﹤0.01%
9
+3
+50% +$3
SELX icon
5979
Semilux International
SELX
$42.7M
$9 ﹤0.01%
+6
New +$9
SPRB
5980
DELISTED
Spruce Biosciences, Inc. Common Stock
SPRB
$9 ﹤0.01%
11
OSA
5981
DELISTED
ProSomnus, Inc. Common Stock
OSA
$9 ﹤0.01%
15
+2
+15% +$1
CNFR icon
5982
Conifer Holdings
CNFR
$11.3M
$8 ﹤0.01%
7
+3
+75% +$3
CTM icon
5983
Castellum
CTM
$102M
$8 ﹤0.01%
29
+15
+107% +$4
FTEL icon
5984
Fitell Corporation Class A Ordinary Shares
FTEL
$11.8M
$8 ﹤0.01%
+1
New +$8
FUND
5985
Sprott Focus Trust
FUND
$246M
$8 ﹤0.01%
+1
New +$8
IBIO icon
5986
iBio
IBIO
$17.3M
$8 ﹤0.01%
2
MSN icon
5987
Emerson Radio
MSN
$9.24M
$8 ﹤0.01%
15
+3
+25% +$2
MSS icon
5988
Maison Solutions
MSS
$21.9M
$8 ﹤0.01%
+6
New +$8
OP icon
5989
OceanPal Inc. Common Stock
OP
$8.1M
-9
Closed -$491
MSPR
5990
MSP Recovery, Inc. Class A Common Stock
MSPR
$2M
0
FDNI icon
5991
First Trust Dow Jones International Internet ETF
FDNI
$45.7M
$7 ﹤0.01%
313
-1,187
-79% -$27
GMAR icon
5992
FT Vest US Equity Moderate Buffer ETF March
GMAR
$417M
$7 ﹤0.01%
195
-926
-83% -$33
LIDR icon
5993
AEye
LIDR
$106M
$7 ﹤0.01%
5
-5
-50% -$7
XMAR icon
5994
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$175M
$7 ﹤0.01%
+196
New +$7
ZCAR
5995
DELISTED
Zoomcar
ZCAR
0
DHAI icon
5996
DIH Holdings US
DHAI
$9.97M
$7 ﹤0.01%
+6
New +$7
AQB icon
5997
AquaBounty Technologies
AQB
$4.46M
$6 ﹤0.01%
3
CCTG icon
5998
CCSC Technology International Holdings
CCTG
$19M
$6 ﹤0.01%
+2
New +$6
CLNN icon
5999
Clene
CLNN
$64.6M
$6 ﹤0.01%
1
CTNT icon
6000
Cheetah Net Supply Chain Service
CTNT
$5.63M
0