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
VRME icon
6076
VerifyMe
VRME
$13.3M
$11 ﹤0.01%
+9
New +$11
XWEL icon
6077
XWELL
XWEL
$6.45M
$11 ﹤0.01%
+5
New +$11
IPM
6078
Intelligent Protection Management Corp
IPM
$29.1M
$11 ﹤0.01%
+6
New +$11
OMQS
6079
DELISTED
OMNIQ Corp. Common Stock
OMQS
$11 ﹤0.01%
+7
New +$11
AKU
6080
DELISTED
Akumin Inc
AKU
$11 ﹤0.01%
+72
New +$11
AMS icon
6081
American Shared Hospital Services
AMS
$16.5M
$10 ﹤0.01%
+4
New +$10
CLRO icon
6082
ClearOne
CLRO
$9.35M
$10 ﹤0.01%
+1
New +$10
EKSO icon
6083
Ekso Bionics
EKSO
$11.5M
$10 ﹤0.01%
+1
New +$10
MGLD icon
6084
Marygold Companies
MGLD
$46.1M
$10 ﹤0.01%
+9
New +$10
MNTS icon
6085
Momentus
MNTS
$14M
0
-$73
MTEX icon
6086
Mannatech
MTEX
$16.8M
$10 ﹤0.01%
+1
New +$10
POLA icon
6087
Polar Power
POLA
$7.23M
$10 ﹤0.01%
+1
New +$10
SQFT icon
6088
Presidio Property Trust
SQFT
$9.37M
$10 ﹤0.01%
+1
New +$10
VERO icon
6089
Venus Concept
VERO
$4.26M
0
-$6
QXO
6090
QXO Inc
QXO
$13.9B
0
DXYN
6091
DELISTED
Dixie Group Inc
DXYN
$10 ﹤0.01%
+15
New +$10
TPHS
6092
DELISTED
Trinity Place Holdings Inc.com
TPHS
$10 ﹤0.01%
+27
New +$10
POL
6093
DELISTED
Polished.com Inc.
POL
$10 ﹤0.01%
+2
New +$10
ALTO icon
6094
Alto Ingredients
ALTO
$71M
$9 ﹤0.01%
2
BFRI icon
6095
Biofrontera
BFRI
$9.6M
$9 ﹤0.01%
+1
New +$9
BIAF icon
6096
bioAffinity Technologies
BIAF
$4.91M
$9 ﹤0.01%
+7
New +$9
HOOK
6097
DELISTED
HOOKIPA Pharma
HOOK
$9 ﹤0.01%
1
NSYS icon
6098
Nortech Systems
NSYS
$27.5M
$9 ﹤0.01%
+1
New +$9
NXU
6099
DELISTED
Nxu, Inc. Class A Common Stock
NXU
0
FUV
6100
DELISTED
Arcimoto, Inc. Common Stock
FUV
$9 ﹤0.01%
10
+7
+233% +$6