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
OUNZ icon
6051
VanEck Merk Gold Trust
OUNZ
$1.94B
$20 ﹤0.01%
+1
New +$20
POAI icon
6052
Predictive Oncology
POAI
$10.5M
$20 ﹤0.01%
6
+1
+20% +$3
SDOT icon
6053
Sadot Group
SDOT
$8.98M
$20 ﹤0.01%
5
+2
+67% +$8
SQFT icon
6054
Presidio Property Trust
SQFT
$7.09M
$20 ﹤0.01%
2
+1
+100% +$10
UGRO icon
6055
urban-gro
UGRO
$6.26M
$20 ﹤0.01%
14
+5
+56% +$7
SOLO
6056
DELISTED
Electrameccanica Vehicles Corp. Ltd.
SOLO
$20 ﹤0.01%
61
-286
-82% -$94
BCLI
6057
DELISTED
BRAINSTORM CELL THERAPUTC
BCLI
$19 ﹤0.01%
5
+2
+67% +$8
BRFH icon
6058
Barfresh Food Group
BRFH
$47.8M
$19 ﹤0.01%
12
+3
+33% +$5
BSCQ icon
6059
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.25B
$19 ﹤0.01%
1
DRIO icon
6060
DarioHealth
DRIO
$22.1M
$19 ﹤0.01%
1
YHGJ icon
6061
Yunhong Green CTI Ltd
YHGJ
$16.7M
$19 ﹤0.01%
9
-1
-10% -$2
SDPI
6062
DELISTED
Superior Drilling Products Inc.
SDPI
$19 ﹤0.01%
26
+11
+73% +$8
AVTX icon
6063
Avalo Therapeutics
AVTX
$150M
$18 ﹤0.01%
+2
New +$18
BBGI icon
6064
Beasley Broadcasting Group
BBGI
$8.48M
$18 ﹤0.01%
1
DOMH icon
6065
Dominari Holdings
DOMH
$94.7M
$18 ﹤0.01%
7
+2
+40% +$5
DSS icon
6066
DSS Inc
DSS
$11.4M
$18 ﹤0.01%
7
+2
+40% +$5
ELBM
6067
Electra Battery Materials
ELBM
$15.4M
$18 ﹤0.01%
12
-2
-14% -$3
MXC icon
6068
Mexco Energy
MXC
$17M
$18 ﹤0.01%
2
+1
+100% +$9
SIF icon
6069
SIFCO Industries
SIF
$43.8M
$18 ﹤0.01%
4
+1
+33% +$5
STRR
6070
DELISTED
Star Equity Holdings
STRR
$18 ﹤0.01%
4
+1
+33% +$5
AKLI
6071
DELISTED
Akili, Inc. Common Stock
AKLI
$18 ﹤0.01%
38
+10
+36% +$5
TSRI
6072
DELISTED
TSR Inc. New
TSRI
$18 ﹤0.01%
2
CVR icon
6073
Chicago Rivet & Machine Co
CVR
$9.11M
$17 ﹤0.01%
1
CWD icon
6074
CaliberCos
CWD
$2.84M
$17 ﹤0.01%
+1
New +$17
GOVX icon
6075
GeoVax Labs
GOVX
$17.7M
$17 ﹤0.01%
3
+1
+50% +$6