JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.45T
 

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
+8.03%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$770B
AUM Growth
+$770B
Cap. Flow
+$26.9B
Cap. Flow %
3.5%
Top 10 Hldgs %
17.84%
Holding
6,466
New
534
Increased
3,091
Reduced
1,683
Closed
345

Sector Composition

1 Technology 18.3%
2 Healthcare 11.5%
3 Financials 9.97%
4 Consumer Discretionary 9.25%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BXMX icon
6076
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.48B
-1,354
Closed -$17K
BYM icon
6077
BlackRock Municipal Income Quality Trust
BYM
$274M
-73
Closed -$1K
BYRN icon
6078
Byrna Technologies
BYRN
$461M
$0 ﹤0.01%
+10
New
CADL icon
6079
Candel Therapeutics
CADL
$280M
$0 ﹤0.01%
186
CAN
6080
Canaan Creative
CAN
$351M
-24,579
Closed -$51K
CANF
6081
Can-Fite BioPharma
CANF
$9.65M
$0 ﹤0.01%
+100
New
CASI icon
6082
CASI Pharmaceuticals
CASI
$36.1M
$0 ﹤0.01%
25
CBAT icon
6083
CBAK Energy Technology
CBAT
$80.9M
-4,300
Closed -$4K
CBFV icon
6084
CB Financial Services
CBFV
$163M
$0 ﹤0.01%
1
CBUS icon
6085
Cibus
CBUS
$67.3M
0
CCLD icon
6086
CareCloud
CCLD
$154M
-45,188
Closed -$127K
CDRO icon
6087
Codere Online
CDRO
$373M
$0 ﹤0.01%
+85
New
CDTX icon
6088
Cidara Therapeutics
CDTX
$1.61B
$0 ﹤0.01%
6
-5
-45%
CHI
6089
Calamos Convertible Opportunities and Income Fund
CHI
$811M
-20
Closed
CHIQ icon
6090
Global X MSCI China Consumer Discretionary ETF
CHIQ
$241M
-100
Closed -$2K
CHMI
6091
Cherry Hill Mortgage Investment Corp
CHMI
$104M
$0 ﹤0.01%
74
CHNR icon
6092
China Natural Resources
CHNR
$4.67M
$0 ﹤0.01%
16
CKPT
6093
DELISTED
Checkpoint Therapeutics
CKPT
$0 ﹤0.01%
1
CLNN icon
6094
Clene
CLNN
$55.8M
$0 ﹤0.01%
1
CMU
6095
MFS High Yield Municipal Trust
CMU
$83.9M
$0 ﹤0.01%
+55
New
CNEY icon
6096
CN Energy Group
CNEY
$12.3M
0
CNF
6097
CNFinance Holdings
CNF
$20.8M
$0 ﹤0.01%
1
-430
-100%
COCP icon
6098
Cocrystal Pharma
COCP
$15M
$0 ﹤0.01%
251
-9
-3%
CODA icon
6099
Coda Octopus Group
CODA
$91.1M
$0 ﹤0.01%
4
CODX icon
6100
Co-Diagnostics
CODX
$12.7M
$0 ﹤0.01%
76