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
+13.64%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.45T
AUM Growth
+$141B
Cap. Flow
+$5.68B
Cap. Flow %
0.39%
Top 10 Hldgs %
26.46%
Holding
6,883
New
436
Increased
2,262
Reduced
2,874
Closed
680

Sector Composition

1 Technology 25.87%
2 Financials 10.43%
3 Consumer Discretionary 10.13%
4 Communication Services 7.61%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CHCI icon
6376
Comstock Holding Companies
CHCI
$187M
-7
Closed -$60
CKPT
6377
DELISTED
Checkpoint Therapeutics
CKPT
-1
Closed -$4
CLIP icon
6378
Global X 1-3 Month T-Bill ETF
CLIP
$1.51B
-250
Closed -$25.1K
CLIR icon
6379
ClearSign Technologies
CLIR
$30.8M
-86
Closed -$65
CLM icon
6380
Cornerstone Strategic Value Fund
CLM
$2.33B
-1,202
Closed -$8.8K
CLOZ icon
6381
Panagram BBB-B CLO ETF
CLOZ
$841M
-31,600
Closed -$840K
CLRB icon
6382
Cellectar Biosciences
CLRB
$15.9M
-3
Closed -$24
CLRO icon
6383
ClearOne
CLRO
$8.52M
-2
Closed -$14
CMCT
6384
Creative Media & Community Trust
CMCT
$5.34M
-1
Closed -$4
CNET icon
6385
ZW Data Action Technologies
CNET
$4.02M
-26
Closed -$38
CNTX icon
6386
Context Therapeutics
CNTX
$73.6M
-80
Closed -$49
CNYA icon
6387
iShares MSCI China A ETF
CNYA
$213M
-1,805
Closed -$50.6K
COCP icon
6388
Cocrystal Pharma
COCP
$15.2M
-104
Closed -$148
COCH icon
6389
Envoy Medical
COCH
$28.4M
-19
Closed -$25
COM icon
6390
Direxion Auspice Broad Commodity Strategy ETF
COM
$180M
-252
Closed -$7.39K
CPHC icon
6391
Canterbury Park Holding Corp
CPHC
$84.1M
-7
Closed -$128
CPIX icon
6392
Cumberland Pharmaceuticals
CPIX
$49.5M
-19
Closed -$80
CPSH icon
6393
CPS Technologies
CPSH
$48.8M
-25
Closed -$40
CPZ
6394
Calamos Long/Short Equity & Dynamic Income Trust
CPZ
$327M
-5,000
Closed -$77.8K
CREG icon
6395
Smart Powerr
CREG
$4.3M
0
-$1
CREX icon
6396
Creative Realities
CREX
$24.6M
-14
Closed -$27
CRVO icon
6397
CervoMed
CRVO
$91.5M
-2,843
Closed -$26K
CRWS icon
6398
Crown Crafts
CRWS
$32.1M
-21
Closed -$76
CTRM icon
6399
Castor Maritime
CTRM
$19M
-6
Closed -$14
CUT icon
6400
Invesco MSCI Global Timber ETF
CUT
$46.5M
-5
Closed -$154