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
+11.39%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.12T
AUM Growth
+$146B
Cap. Flow
+$51.6B
Cap. Flow %
4.59%
Top 10 Hldgs %
22.59%
Holding
6,913
New
394
Increased
2,972
Reduced
2,339
Closed
499

Sector Composition

1 Technology 22.83%
2 Healthcare 10.08%
3 Consumer Discretionary 9.55%
4 Financials 9.44%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SVRE
6076
SaverOne 2014 Ltd
SVRE
$1.99M
0
TANH icon
6077
Tantech Holdings
TANH
$2.89M
0
THAR icon
6078
Tharimmune
THAR
$16.3M
0
TNON icon
6079
Tenon Medical
TNON
$10.3M
0
-$2
ZVSA
6080
DELISTED
ZyVersa Therapeutics
ZVSA
0
NITO icon
6081
N2OFF
NITO
$6.8M
$1 ﹤0.01%
1
-1,981
-100% -$1.98K
YYAI icon
6082
Connexa Sports Technologies
YYAI
$27.8M
0
SAIH
6083
SAIHEAT Limited Class A Ordinary Shares
SAIH
$16.1M
0
NEUP
6084
Neuphoria Therapeutics Inc. Common Stock
NEUP
$26.2M
0
ATXI
6085
DELISTED
Avenue Therapeutics, Inc. Common Stock
ATXI
0
ASTR
6086
DELISTED
Astra Space, Inc. Class A Common Stock
ASTR
$1 ﹤0.01%
2
FUV
6087
DELISTED
Arcimoto, Inc. Common Stock
FUV
$1 ﹤0.01%
3
EGOX
6088
DELISTED
Next.e.GO N.V. Ordinary Shares
EGOX
$1 ﹤0.01%
+17
New +$1
TIO
6089
DELISTED
Tingo Group, Inc. Common Stock
TIO
-883,494
Closed -$610K
CWBC
6090
DELISTED
Community West BanCshares
CWBC
-4,300
Closed -$74.8K
DOC
6091
DELISTED
PHYSICIANS REALTY TRUST
DOC
-1,815,053
Closed -$24.2M
INTZ
6092
DELISTED
INTRUSION INC NEW
INTZ
-33
Closed -$8
AACT
6093
Ares Acquisition Corporation II
AACT
$706M
-125,000
Closed -$1.31M
FNWD icon
6094
Finward Bancorp
FNWD
$137M
-980
Closed -$24.5K
SABA
6095
Saba Capital Income & Opportunities Fund II
SABA
$255M
-1,335
Closed -$10.1K
RPAR icon
6096
RPAR Risk Parity ETF
RPAR
$538M
-3,442
Closed -$65.8K
AITRU
6097
DELISTED
AI TRANSPORTATION ACQUISITION CORP Unit
AITRU
-20,000
Closed -$204K
HIE
6098
DELISTED
Miller/Howard High Income Equity Fund
HIE
-671
Closed -$7.12K
SEDA
6099
DELISTED
SDCL EDGE Acquisition Corporation
SEDA
-25,000
Closed -$269K
RRAC
6100
DELISTED
Rigel Resource Acquisition Corp.
RRAC
-225,000
Closed -$2.47M