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
FATBB
6001
FAT Brands
FATBB
$45.9M
$6 ﹤0.01%
2
IDRV icon
6002
iShares Self-Driving EV and Tech ETF
IDRV
$159M
$6 ﹤0.01%
207
+161
+350% +$5
JL icon
6003
J-Long Group Limited Class A Ordinary Shares
JL
$21.9M
$6 ﹤0.01%
+1
New +$6
RDHL
6004
Redhill Biopharma
RDHL
$3.47M
0
-$12
SUGP icon
6005
SU Group Holdings
SUGP
$8.32M
0
XCUR icon
6006
Exicure
XCUR
$23.6M
$6 ﹤0.01%
2
CERO icon
6007
CERo Therapeutics
CERO
$6.01M
0
SYRA
6008
DELISTED
Syra Health Corp. Class A Common Stock
SYRA
$6 ﹤0.01%
4
+2
+100% +$3
MOON
6009
DELISTED
Direxion Moonshot Innovators ETF
MOON
$6 ﹤0.01%
+550
New +$6
BSGM icon
6010
BioSig Technologies, Inc. Common Stock
BSGM
$157M
$5 ﹤0.01%
8
-108
-93% -$68
BINI
6011
Bollinger Innovations, Inc. Common Stock
BINI
$3.13M
0
-$114
RAVI icon
6012
FlexShares Ultra-Short Income Fund
RAVI
$1.37B
$5 ﹤0.01%
+65
New +$5
TRUG icon
6013
TruGolf
TRUG
$4.44M
0
XTIA icon
6014
XTI Aerospace
XTIA
$45M
0
-$8
VIEW
6015
DELISTED
View, Inc. Class A Common Stock
VIEW
$5 ﹤0.01%
4
-999
-100% -$1.25K
GREE icon
6016
Greenidge Generation Holdings
GREE
$21.6M
$4 ﹤0.01%
1
-3
-75% -$12
GTBP icon
6017
GT Biopharma
GTBP
$2.85M
$4 ﹤0.01%
1
HOLO icon
6018
MicroCloud Hologram
HOLO
$65.8M
0
HYGV icon
6019
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.24B
$4 ﹤0.01%
+98
New +$4
MLGO
6020
MicroAlgo
MLGO
$91.6M
-1
Closed -$3.19K
MOB
6021
Mobilicom
MOB
$52.1M
$4 ﹤0.01%
+3
New +$4
XXII
6022
22nd Century Group
XXII
$6.39M
0
-$1.51K
SNAX
6023
DELISTED
Stryve Foods, Inc. Class A Common Stock
SNAX
$4 ﹤0.01%
+3
New +$4
MVLA
6024
DELISTED
Movella Holdings Inc. Common Stock
MVLA
$4 ﹤0.01%
68
+24
+55% +$1
SDIG
6025
DELISTED
Stronghold Digital Mining, Inc. Class A Common Stock
SDIG
$4 ﹤0.01%
1