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
TOMZ icon
6026
TOMI Environmental Solutions
TOMZ
$16.9M
$23 ﹤0.01%
23
+6
+35% +$6
DOMA
6027
DELISTED
Doma Holdings, Inc.
DOMA
$23 ﹤0.01%
5
AGAE icon
6028
Allied Gaming & Entertainment
AGAE
$37.2M
$22 ﹤0.01%
21
+1
+5% +$1
BRN icon
6029
Barnwell Industries
BRN
$11.5M
$22 ﹤0.01%
9
+3
+50% +$7
MGLD icon
6030
Marygold Companies
MGLD
$44.8M
$22 ﹤0.01%
21
+12
+133% +$13
SWAG icon
6031
Stran & Co
SWAG
$33.4M
$22 ﹤0.01%
15
+5
+50% +$7
XELB icon
6032
Xcel Brands
XELB
$6.95M
$22 ﹤0.01%
2
+1
+100% +$11
AMPG icon
6033
AmpliTech
AMPG
$78.4M
$21 ﹤0.01%
11
+3
+38% +$6
BEEM icon
6034
Beam Global
BEEM
$46.5M
$21 ﹤0.01%
3
CLRO icon
6035
ClearOne
CLRO
$8.13M
$21 ﹤0.01%
1
CPIX icon
6036
Cumberland Pharmaceuticals
CPIX
$49.5M
$21 ﹤0.01%
12
+2
+20% +$4
DALN icon
6037
DallasNews
DALN
$79.2M
$21 ﹤0.01%
5
+1
+25% +$4
JRSH icon
6038
Jerash Holdings
JRSH
$43.7M
$21 ﹤0.01%
7
+1
+17% +$3
NNVC icon
6039
NanoViricides
NNVC
$23.1M
$21 ﹤0.01%
21
+8
+62% +$8
NTRB icon
6040
Nutriband
NTRB
$74.7M
$21 ﹤0.01%
9
+3
+50% +$7
SONM icon
6041
Sonim Technologies
SONM
$10.4M
$21 ﹤0.01%
3
+1
+50% +$7
TAIT icon
6042
Taitron Components
TAIT
$21.1M
$21 ﹤0.01%
6
+2
+50% +$7
VRAR icon
6043
Glimpse Group
VRAR
$29.1M
$21 ﹤0.01%
19
+7
+58% +$8
JCTC
6044
Jewett-Cameron Trading
JCTC
$12.7M
$21 ﹤0.01%
4
+1
+33% +$5
IPM
6045
Intelligent Protection Management Corp. Common Stock
IPM
$24.6M
$21 ﹤0.01%
9
+3
+50% +$7
MKFG
6046
DELISTED
Markforged Holding Corporation
MKFG
$21 ﹤0.01%
3
NVOS
6047
DELISTED
Novo Integrated Sciences, Inc. Common Stock
NVOS
$21 ﹤0.01%
+26
New +$21
BTCS icon
6048
BTCS Inc
BTCS
$202M
$20 ﹤0.01%
12
+3
+33% +$5
DTST icon
6049
Data Storage Corp
DTST
$32.9M
$20 ﹤0.01%
7
+2
+40% +$6
OTRK
6050
DELISTED
Ontrak
OTRK
$20 ﹤0.01%
3
-1
-25% -$7