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
BIAF icon
6101
bioAffinity Technologies
BIAF
$7.24M
$13 ﹤0.01%
9
+2
+29% +$3
CHCI icon
6102
Comstock Holding Companies
CHCI
$174M
$13 ﹤0.01%
3
DGICB
6103
Donegal Group Class B
DGICB
$610M
$13 ﹤0.01%
1
LINK icon
6104
Interlink Electronics
LINK
$90.4M
$13 ﹤0.01%
2
-1
-33% -$7
SOBR icon
6105
SOBR Safe
SOBR
$4.82M
0
VRME icon
6106
VerifyMe
VRME
$11.2M
$13 ﹤0.01%
12
+3
+33% +$3
OSA
6107
DELISTED
ProSomnus, Inc. Common Stock
OSA
$13 ﹤0.01%
13
+11
+550% +$11
BILI icon
6108
Bilibili
BILI
$9.31B
$12 ﹤0.01%
1
-141
-99% -$1.69K
BTBDW icon
6109
BT Brands, Inc. Warrant
BTBDW
0
-$18
RDHL
6110
Redhill Biopharma
RDHL
$3.31M
0
-$4
TWM icon
6111
ProShares UltraShort Russell2000
TWM
$33.7M
0
-$16
SHPW
6112
DELISTED
Shapeways Holdings, Inc. Common Stock
SHPW
$12 ﹤0.01%
5
+1
+25% +$2
AONC
6113
DELISTED
American Oncology Network, Inc. Class A Common Stock
AONC
$12 ﹤0.01%
2
-321
-99% -$1.93K
HOOK
6114
DELISTED
HOOKIPA Pharma
HOOK
$11 ﹤0.01%
1
SINT icon
6115
SiNtx Technologies
SINT
$12.7M
0
-$23
VTVT icon
6116
vTv Therapeutics
VTVT
$49.1M
$11 ﹤0.01%
1
AINC
6117
DELISTED
Ashford Inc.
AINC
$11 ﹤0.01%
3
+1
+50% +$4
MARK
6118
DELISTED
Remark Holdings, Inc.
MARK
$11 ﹤0.01%
22
-21
-49% -$11
PRLHU
6119
DELISTED
Pearl Holdings Acquisition Corp Unit
PRLHU
$11 ﹤0.01%
+1
New +$11
NSYS icon
6120
Nortech Systems
NSYS
$26.1M
$10 ﹤0.01%
1
SIEB icon
6121
Siebert Financial
SIEB
$101M
$10 ﹤0.01%
6
-60
-91% -$100
ENG
6122
DELISTED
ENGlobal Corp
ENG
$10 ﹤0.01%
6
+1
+20% +$2
ARAV
6123
DELISTED
Aravive, Inc. Common Stock
ARAV
$10 ﹤0.01%
82
+27
+49% +$3
AQB icon
6124
AquaBounty Technologies
AQB
$4.85M
$9 ﹤0.01%
3
-3
-50% -$9
IPW icon
6125
iPower
IPW
$16.8M
$9 ﹤0.01%
21
+5
+31% +$2