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
MSN icon
6151
Emerson Radio
MSN
$10M
$5 ﹤0.01%
+8
New +$5
PCSA icon
6152
Processa Pharmaceuticals
PCSA
$9.95M
$5 ﹤0.01%
+1
New +$5
SLE icon
6153
Super League Enterprise
SLE
$3.65M
0
VVOS icon
6154
Vivos Therapeutics
VVOS
$25.8M
$5 ﹤0.01%
+1
New +$5
MRDB
6155
DELISTED
MariaDB plc
MRDB
$5 ﹤0.01%
+11
New +$5
FUSN
6156
DELISTED
Fusion Pharmaceuticals Inc. Common Shares
FUSN
$5 ﹤0.01%
2
MIMO
6157
DELISTED
Airspan Networks Holdings Inc
MIMO
$5 ﹤0.01%
+31
New +$5
BTTX
6158
DELISTED
Better Therapeutics, Inc. Common Stock
BTTX
$5 ﹤0.01%
+13
New +$5
AGIL
6159
DELISTED
AgileThought Inc
AGIL
$5 ﹤0.01%
+36
New +$5
ELOX
6160
DELISTED
Eloxx Pharmaceuticals, Inc. Common Stock
ELOX
$5 ﹤0.01%
1
ALBT icon
6161
Avalon GloboCare
ALBT
$10.3M
0
CNF
6162
CNFinance Holdings
CNF
$20.2M
$4 ﹤0.01%
1
FGI icon
6163
FGI Industries
FGI
$15.1M
$4 ﹤0.01%
+1
New +$4
GREE icon
6164
Greenidge Generation Holdings
GREE
$29M
$4 ﹤0.01%
1
IAF
6165
abrdn Australia Equity Fund
IAF
$127M
$4 ﹤0.01%
1
IMMP
6166
Immutep
IMMP
$251M
$4 ﹤0.01%
2
INTS icon
6167
Intensity Therapeutics
INTS
$12.7M
$4 ﹤0.01%
+1
New +$4
RDHL
6168
Redhill Biopharma
RDHL
$5.63M
-3
Closed -$93
XAGE
6169
DELISTED
Longevity Health Holdings, Inc. Common Stock
XAGE
-27,389
Closed -$8.48M
PEV
6170
DELISTED
Phoenix Motor Inc. Common Stock
PEV
$4 ﹤0.01%
+4
New +$4
WHLM
6171
DELISTED
Wilhelmina International, Inc
WHLM
$4 ﹤0.01%
+1
New +$4
GVP
6172
DELISTED
GSE Systems, Inc.
GVP
$4 ﹤0.01%
+2
New +$4
FRZA
6173
DELISTED
Forza X1, Inc. Common Stock
FRZA
$4 ﹤0.01%
+5
New +$4
HPCO
6174
DELISTED
Hempacco Co., Inc. Common Stock
HPCO
$4 ﹤0.01%
+1
New +$4
JEWL
6175
DELISTED
Adamas One Corp
JEWL
$4 ﹤0.01%
+5
New +$4