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
SGRP icon
6051
SPAR Group
SGRP
$27M
$13 ﹤0.01%
+13
New +$13
AIRI icon
6052
Air Industries Group
AIRI
$14.7M
$12 ﹤0.01%
+4
New +$12
ALZN icon
6053
Alzamend Neuro
ALZN
$7.54M
0
DOMH icon
6054
Dominari Holdings
DOMH
$108M
$12 ﹤0.01%
+5
New +$12
HQL
6055
abrdn Life Sciences Investors
HQL
$408M
$12 ﹤0.01%
1
-20,710
-100% -$249K
IPW icon
6056
iPower
IPW
$18M
$12 ﹤0.01%
+16
New +$12
NEPH icon
6057
Nephros
NEPH
$45.7M
$12 ﹤0.01%
+8
New +$12
SRZN icon
6058
Surrozen
SRZN
$105M
$12 ﹤0.01%
+2
New +$12
SWAG icon
6059
Stran & Co
SWAG
$33.2M
$12 ﹤0.01%
+10
New +$12
UGRO icon
6060
urban-gro
UGRO
$7.07M
$12 ﹤0.01%
+9
New +$12
VNCE icon
6061
Vince Holding
VNCE
$44.2M
$12 ﹤0.01%
8
+4
+100% +$6
SDPI
6062
DELISTED
Superior Drilling Products Inc.
SDPI
$12 ﹤0.01%
+15
New +$12
AINC
6063
DELISTED
Ashford Inc.
AINC
$12 ﹤0.01%
+2
New +$12
ENG
6064
DELISTED
ENGlobal Corp
ENG
$12 ﹤0.01%
+5
New +$12
ZIVO
6065
DELISTED
Zivo Bioscience, Inc. Common Stock
ZIVO
$12 ﹤0.01%
2
-15
-88% -$90
BBGI icon
6066
Beasley Broadcasting Group
BBGI
$10.6M
$11 ﹤0.01%
+1
New +$11
BTBD icon
6067
BT Brands
BTBD
$9.91M
$11 ﹤0.01%
+5
New +$11
CREX icon
6068
Creative Realities
CREX
$26.1M
$11 ﹤0.01%
+7
New +$11
FBRX icon
6069
Forte Biosciences
FBRX
$184M
$11 ﹤0.01%
1
IMNN icon
6070
Imunon
IMNN
$13M
$11 ﹤0.01%
+1
New +$11
USBC
6071
USBC Inc
USBC
$352M
$11 ﹤0.01%
+1
New +$11
RNXT icon
6072
RenovoRx
RNXT
$47.6M
$11 ﹤0.01%
+9
New +$11
SIF icon
6073
SIFCO Industries
SIF
$45.4M
$11 ﹤0.01%
+3
New +$11
SNDL icon
6074
Sundial Growers
SNDL
$636M
$11 ﹤0.01%
6
SVT
6075
DELISTED
Servotronics
SVT
$11 ﹤0.01%
+1
New +$11