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
SALM
6101
DELISTED
Salem Media Group, Inc. Class A Common Stock
SALM
$9 ﹤0.01%
+16
New +$9
CEI
6102
DELISTED
Camber Energy, Inc
CEI
$9 ﹤0.01%
+41
New +$9
AEI icon
6103
Alset
AEI
$136M
$8 ﹤0.01%
+6
New +$8
BCLI
6104
DELISTED
BRAINSTORM CELL THERAPUTC
BCLI
$8 ﹤0.01%
3
+2
+200% +$5
BTCS icon
6105
BTCS Inc
BTCS
$216M
$8 ﹤0.01%
+9
New +$8
DRCT icon
6106
Direct Digital Holdings
DRCT
$8.39M
$8 ﹤0.01%
+3
New +$8
ELSE icon
6107
Electro-Sensors
ELSE
$17.2M
$8 ﹤0.01%
+2
New +$8
GIPR icon
6108
Generation Income Properties
GIPR
$6.31M
$8 ﹤0.01%
+2
New +$8
GOVXW icon
6109
GeoVax Labs Warrants
GOVXW
$12.2K
0
-$22
MITQ icon
6110
Moving iMage Technologies
MITQ
$13.4M
$8 ﹤0.01%
+9
New +$8
TOVX icon
6111
Theriva Biologics
TOVX
$3.79M
$8 ﹤0.01%
+1
New +$8
UP icon
6112
Wheels Up
UP
$1.78B
$8 ﹤0.01%
4
-3,583
-100% -$7.17K
VMO icon
6113
Invesco Municipal Opportunity Trust
VMO
$642M
$8 ﹤0.01%
1
ARAV
6114
DELISTED
Aravive, Inc. Common Stock
ARAV
$8 ﹤0.01%
55
+36
+189% +$5
VAPO
6115
DELISTED
Vapotherm, Inc. Common Stock
VAPO
$8 ﹤0.01%
3
-1
-25% -$3
UPH
6116
DELISTED
UpHealth, Inc.
UPH
$8 ﹤0.01%
8
-933
-99% -$933
ARTW icon
6117
Arts-Way Manufacturing Co
ARTW
$14.1M
$7 ﹤0.01%
+3
New +$7
BLIN icon
6118
Bridgeline Digital
BLIN
$16.1M
$7 ﹤0.01%
+9
New +$7
BRTX icon
6119
BioRestorative Therapies
BRTX
$11.6M
$7 ﹤0.01%
+4
New +$7
CLNN icon
6120
Clene
CLNN
$64.1M
$7 ﹤0.01%
1
FGNX
6121
FG Nexus Inc
FGNX
$8.99M
0
IKT icon
6122
Inhibikase Therapeutics
IKT
$122M
$7 ﹤0.01%
5
+3
+150% +$4
KAVL icon
6123
Kaival Brands Innovations Group
KAVL
$5.61M
$7 ﹤0.01%
+1
New +$7
MRIN
6124
DELISTED
Marin Software
MRIN
$7 ﹤0.01%
+3
New +$7
NVVE icon
6125
Nuvve Holding Corp
NVVE
$4.87M
0
-$1