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
ASTR
6176
DELISTED
Astra Space, Inc. Class A Common Stock
ASTR
$4 ﹤0.01%
2
-1,334
-100% -$2.67K
TCON
6177
DELISTED
TRACON Pharmaceuticals, Inc. Common Stock
TCON
$4 ﹤0.01%
+1
New +$4
GRTX
6178
DELISTED
Galera Therapeutics, Inc. Common Stock
GRTX
$4 ﹤0.01%
24
-660
-96% -$110
ISUN
6179
DELISTED
iSun, Inc. Common Stock
ISUN
$4 ﹤0.01%
+18
New +$4
NMRD
6180
DELISTED
Nemaura Medical, Inc. Common Stock
NMRD
$4 ﹤0.01%
12
CMRA
6181
DELISTED
Comera Life Sciences Holdings, Inc. Common Stock
CMRA
$4 ﹤0.01%
+13
New +$4
SDIG
6182
DELISTED
Stronghold Digital Mining, Inc. Class A Common Stock
SDIG
$4 ﹤0.01%
1
ISPC icon
6183
iSpecimen
ISPC
$13.5M
0
PSTV icon
6184
Plus Therapeutics
PSTV
$42M
$3 ﹤0.01%
+2
New +$3
MGOL
6185
DELISTED
MGO Global Inc. Common Stock
MGOL
0
VCNX
6186
DELISTED
Vaccinex, Inc. Common Stock
VCNX
0
FAZE
6187
DELISTED
FaZe Holdings Inc. Common Stock
FAZE
$3 ﹤0.01%
+19
New +$3
BPTH
6188
DELISTED
Bio-Path Holdings Inc
BPTH
-22
Closed -$766
WTER
6189
DELISTED
The Alkaline Water Company Inc. Common Stock
WTER
$3 ﹤0.01%
9
SOFO
6190
DELISTED
Sonic Foundry, Inc. Common Stock
SOFO
$3 ﹤0.01%
+4
New +$3
KBNT
6191
DELISTED
Kubient, Inc. Common Stock
KBNT
$3 ﹤0.01%
+11
New +$3
MRAI
6192
DELISTED
Marpai, Inc. Class A Common Stock
MRAI
$3 ﹤0.01%
+5
New +$3
ABVC icon
6193
ABVC BioPharma
ABVC
$66.9M
$2 ﹤0.01%
+2
New +$2
SRXH
6194
SRX Health Solutions
SRXH
$11.2M
$2 ﹤0.01%
+1
New +$2
CDIO icon
6195
Cardio Diagnostics
CDIO
$7.03M
0
CTM icon
6196
Castellum
CTM
$106M
$2 ﹤0.01%
+9
New +$2
DOGZ icon
6197
Dogness International Corp
DOGZ
$196M
0
-$4
GNLN icon
6198
Greenlane Holdings
GNLN
$4.94M
0
-$908
LIXT icon
6199
Lixte Biotechnology
LIXT
$24.9M
$2 ﹤0.01%
+1
New +$2
LUCY icon
6200
Innovative Eyewear
LUCY
$9.79M
0