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
GREE icon
5976
Greenidge Generation Holdings
GREE
$20.4M
$3 ﹤0.01%
1
GTBP icon
5977
GT Biopharma
GTBP
$2.9M
$3 ﹤0.01%
1
HWH icon
5978
HWH International
HWH
$33.2M
$3 ﹤0.01%
1
JL icon
5979
J-Long Group Limited Class A Ordinary Shares
JL
$21.8M
$3 ﹤0.01%
1
MNTS icon
5980
Momentus
MNTS
$14M
-1
Closed -$3
MOB
5981
Mobilicom
MOB
$52.1M
$3 ﹤0.01%
3
NA
5982
Nano Labs
NA
$111M
$3 ﹤0.01%
1
VERO icon
5983
Venus Concept
VERO
$4.11M
0
-$3
XCUR icon
5984
Exicure
XCUR
$27.6M
$3 ﹤0.01%
2
MMAT
5985
DELISTED
Meta Materials Inc. Common Stock
MMAT
$3 ﹤0.01%
1
-5
-83% -$15
ASNS icon
5986
Actelis Networks
ASNS
$5.17M
$2 ﹤0.01%
1
ETHZ
5987
ETHZilla Corporation Common Stock
ETHZ
$404M
$2 ﹤0.01%
+1
New +$2
CKPT
5988
DELISTED
Checkpoint Therapeutics
CKPT
$2 ﹤0.01%
1
HOLO icon
5989
MicroCloud Hologram
HOLO
$64.1M
0
-$4
BINI
5990
Bollinger Innovations, Inc. Common Stock
BINI
$3.34M
0
-$5
ZCAR
5991
DELISTED
Zoomcar
ZCAR
0
-$7
ZOOZ
5992
ZOOZ Power
ZOOZ
$29M
$2 ﹤0.01%
+1
New +$2
PIXY
5993
DELISTED
ShiftPixy, Inc. Common Stock
PIXY
0
-$3
CELG.RT
5994
Bristol-Myers Squibb Company Contingent Value Rights
CELG.RT
$79.2M
$1 ﹤0.01%
23
CMMB
5995
Chemomab Therapeutics
CMMB
$15.8M
0
-$1
CREG icon
5996
Smart Powerr
CREG
$4.01M
0
-$1
EZGO
5997
EZGO Technologies
EZGO
$776K
$1 ﹤0.01%
+1
New +$1
GNLN icon
5998
Greenlane Holdings
GNLN
$4.45M
0
-$3
HOVR icon
5999
New Horizon Aircraft
HOVR
$62M
$1 ﹤0.01%
1
INTZ
6000
Intrusion
INTZ
$32.4M
$1 ﹤0.01%
1