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
HCTI icon
6151
Healthcare Triangle
HCTI
$13.3M
0
LSF icon
6152
Laird Superfood
LSF
$61.3M
$5 ﹤0.01%
5
NRXS icon
6153
Neuraxis
NRXS
$24M
$5 ﹤0.01%
+2
New +$5
ASTR
6154
DELISTED
Astra Space, Inc. Class A Common Stock
ASTR
$5 ﹤0.01%
2
CLNN icon
6155
Clene
CLNN
$60.2M
$4 ﹤0.01%
1
CNFR icon
6156
Conifer Holdings
CNFR
$9.04M
$4 ﹤0.01%
4
CTM icon
6157
Castellum
CTM
$100M
$4 ﹤0.01%
14
+5
+56% +$1
GTBP icon
6158
GT Biopharma
GTBP
$3.36M
$4 ﹤0.01%
1
-1
-50% -$4
MOLN
6159
Molecular Partners
MOLN
$134M
$4 ﹤0.01%
+1
New +$4
TSI
6160
TCW Strategic Income Fund
TSI
$238M
$4 ﹤0.01%
1
-349
-100% -$1.4K
WHLM
6161
DELISTED
Wilhelmina International, Inc
WHLM
$4 ﹤0.01%
1
FAZE
6162
DELISTED
FaZe Holdings Inc. Common Stock
FAZE
$4 ﹤0.01%
23
+4
+21% +$1
IBIO icon
6163
iBio
IBIO
$16.4M
$3 ﹤0.01%
2
-1
-33% -$2
KAVL icon
6164
Kaival Brands Innovations Group
KAVL
$9.62M
$3 ﹤0.01%
1
SGD icon
6165
Safe and Green Development Corp
SGD
$3.98M
-66
Closed -$1.85K
CLYM
6166
Climb Bio, Inc. Common Stock
CLYM
$162M
$3 ﹤0.01%
+1
New +$3
GRTX
6167
DELISTED
Galera Therapeutics, Inc. Common Stock
GRTX
$3 ﹤0.01%
24
FUV
6168
DELISTED
Arcimoto, Inc. Common Stock
FUV
$3 ﹤0.01%
3
-7
-70% -$7
BCEL
6169
DELISTED
Atreca, Inc. Class A Common Stock
BCEL
$3 ﹤0.01%
23
NMRD
6170
DELISTED
Nemaura Medical, Inc. Common Stock
NMRD
$3 ﹤0.01%
12
CELG.RT
6171
Bristol-Myers Squibb Company Contingent Value Rights
CELG.RT
$72.6M
$2 ﹤0.01%
+23
New +$2
CKPT
6172
DELISTED
Checkpoint Therapeutics
CKPT
$2 ﹤0.01%
1
-38
-97% -$76
CNF
6173
CNFinance Holdings Limited American Depositary Shares, each representing two hundred (200) Ordinary Shares
CNF
$320M
$2 ﹤0.01%
1
GNLN icon
6174
Greenlane Holdings
GNLN
$4.53M
0
-$2
TRON
6175
Tron Inc. Common Stock
TRON
$684M
$2 ﹤0.01%
+1
New +$2