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
SSKN icon
6026
Strata Skin Sciences
SSKN
$8.96M
$15 ﹤0.01%
+3
New +$15
TOMZ icon
6027
TOMI Environmental Solutions
TOMZ
$18.9M
$15 ﹤0.01%
+17
New +$15
WYY icon
6028
WidePoint Corp
WYY
$52.4M
$15 ﹤0.01%
+9
New +$15
CNTG
6029
DELISTED
Centogene N.V. Common Shares
CNTG
$15 ﹤0.01%
13
AKLI
6030
DELISTED
Akili Inc
AKLI
$15 ﹤0.01%
+28
New +$15
CTHR
6031
DELISTED
Charles & Colvard Ltd
CTHR
$15 ﹤0.01%
+3
New +$15
PETV
6032
DELISTED
PetVivo Holdings, Inc. Common Stock
PETV
$15 ﹤0.01%
+8
New +$15
CCLD icon
6033
CareCloud
CCLD
$153M
$14 ﹤0.01%
+12
New +$14
CHCI icon
6034
Comstock Holding Companies
CHCI
$176M
$14 ﹤0.01%
+3
New +$14
DGICB
6035
Donegal Group Class B
DGICB
$603M
$14 ﹤0.01%
+1
New +$14
GTBP icon
6036
GT Biopharma
GTBP
$2.85M
$14 ﹤0.01%
2
-85
-98% -$595
INLX icon
6037
Intellinetics
INLX
$53.7M
$14 ﹤0.01%
+3
New +$14
LGVN
6038
Longeveron
LGVN
$16M
$14 ﹤0.01%
1
-1
-50% -$14
SNTI icon
6039
Senti Biosciences
SNTI
$36.4M
$14 ﹤0.01%
+3
New +$14
STRR
6040
DELISTED
Star Equity Holdings
STRR
$14 ﹤0.01%
+3
New +$14
TAIT icon
6041
Taitron Components
TAIT
$15.7M
$14 ﹤0.01%
+4
New +$14
EMPD
6042
Empery Digital
EMPD
$356M
0
JCTC
6043
Jewett-Cameron Trading
JCTC
$12.4M
$14 ﹤0.01%
+3
New +$14
IPDN icon
6044
Professional Diversity Network
IPDN
$7.8M
$13 ﹤0.01%
+1
New +$13
MXC icon
6045
Mexco Energy
MXC
$18.1M
$13 ﹤0.01%
+1
New +$13
PZG icon
6046
Paramount Gold Nevada
PZG
$85.7M
$13 ﹤0.01%
+45
New +$13
VEEE icon
6047
Twin Vee PowerCats
VEEE
$5.35M
$13 ﹤0.01%
+1
New +$13
XELB icon
6048
Xcel Brands
XELB
$7.38M
$13 ﹤0.01%
+1
New +$13
SHPW
6049
DELISTED
Shapeways Holdings, Inc. Common Stock
SHPW
$13 ﹤0.01%
+4
New +$13
PFIN
6050
DELISTED
P&F Industries
PFIN
$13 ﹤0.01%
+2
New +$13