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
OLB icon
6126
OLB
OLB
$12M
$7 ﹤0.01%
+1
New +$7
ONCO icon
6127
Onconetix
ONCO
$4.73M
0
SIDU icon
6128
Sidus Space
SIDU
$27.2M
$7 ﹤0.01%
+1
New +$7
XCUR icon
6129
Exicure
XCUR
$24.3M
$7 ﹤0.01%
2
SUNE
6130
SUNation Energy
SUNE
$4.87M
0
AAME icon
6131
Atlantic American Corp
AAME
$70.4M
$6 ﹤0.01%
+3
New +$6
CGEN icon
6132
Compugen
CGEN
$124M
$6 ﹤0.01%
+6
New +$6
FATBB
6133
FAT Brands
FATBB
$44.4M
$6 ﹤0.01%
+2
New +$6
LASE icon
6134
Laser Photonics
LASE
$66.4M
$6 ﹤0.01%
+4
New +$6
OIA icon
6135
Invesco Municipal Income Opportunities Trust
OIA
$293M
$6 ﹤0.01%
1
-675
-100% -$4.05K
PHIO icon
6136
Phio Pharmaceuticals
PHIO
$11.9M
0
-$11
PRPO icon
6137
Precipio
PRPO
$27M
$6 ﹤0.01%
+1
New +$6
RVYL icon
6138
Ryvyl
RVYL
$9.2M
$6 ﹤0.01%
+2
New +$6
SNAX
6139
DELISTED
Stryve Foods, Inc. Class A Common Stock
SNAX
$6 ﹤0.01%
+2
New +$6
TLIS
6140
DELISTED
Talis Biomedical Corporation Common Stock
TLIS
$6 ﹤0.01%
+1
New +$6
GETR
6141
DELISTED
Getaround, Inc.
GETR
$6 ﹤0.01%
+17
New +$6
BCEL
6142
DELISTED
Atreca, Inc. Class A Common Stock
BCEL
$6 ﹤0.01%
23
MDVL
6143
DELISTED
MedAvail Holdings, Inc. Common Stock
MDVL
$6 ﹤0.01%
+1
New +$6
HALL
6144
DELISTED
Hallmark Financial Services, Inc.
HALL
$6 ﹤0.01%
3
INTZ
6145
DELISTED
INTRUSION INC NEW
INTZ
$6 ﹤0.01%
+17
New +$6
ASPI icon
6146
ASP Isotopes
ASPI
$1.03B
$5 ﹤0.01%
+5
New +$5
CNFR icon
6147
Conifer Holdings
CNFR
$16.1M
$5 ﹤0.01%
+4
New +$5
FORD icon
6148
Forward Industries
FORD
$2.57B
$5 ﹤0.01%
+1
New +$5
LDWY icon
6149
Lendway
LDWY
$8.9M
$5 ﹤0.01%
+1
New +$5
LSF icon
6150
Laird Superfood
LSF
$65.1M
$5 ﹤0.01%
5