JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.45T
 

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
-15.82%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$401B
AUM Growth
+$401B
Cap. Flow
+$13.8B
Cap. Flow %
3.45%
Top 10 Hldgs %
18.84%
Holding
5,040
New
254
Increased
2,269
Reduced
1,853
Closed
291
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
OBE
4751
Obsidian Energy
OBE
$399M
$0 ﹤0.01%
1,041
+42
+4%
OGI
4752
Organigram Holdings
OGI
$217M
-150,562
Closed -$369K
OR icon
4753
OR Royalties Inc.
OR
$6.27B
-1,343,515
Closed -$13M
OUNZ icon
4754
VanEck Merk Gold Trust
OUNZ
$1.91B
$0 ﹤0.01%
1
OXSQ icon
4755
Oxford Square Capital
OXSQ
$172M
-26,353
Closed -$143K
PDBC icon
4756
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.52B
-4,403
Closed -$73K
PDEC icon
4757
Innovator US Equity Power Buffer ETF December
PDEC
$1.01B
-1,265
Closed -$34K
PDS
4758
Precision Drilling
PDS
$762M
$0 ﹤0.01%
100
-345,824
-100%
PFM icon
4759
Invesco Dividend Achievers ETF
PFM
$719M
-940
Closed -$29K
PFX icon
4760
PhenixFIN
PFX
$96.1M
-9,000
Closed -$20K
PHB icon
4761
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$352M
-105
Closed -$2K
PIN icon
4762
Invesco India ETF
PIN
$210M
$0 ﹤0.01%
+25
New
PLUR icon
4763
Pluri
PLUR
$40.5M
-16,633
Closed -$66K
PLX icon
4764
Protalix BioTherapeutics
PLX
$128M
-100
Closed
PLYA
4765
DELISTED
Playa Hotels & Resorts
PLYA
$0 ﹤0.01%
+8
New
PMO
4766
Putnam Municipal Opportunities Trust
PMO
$276M
-431
Closed -$6K
PRFZ icon
4767
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.52B
-56
Closed -$8K
PRN icon
4768
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$357M
$0 ﹤0.01%
1
PSK icon
4769
SPDR ICE Preferred Securities ETF
PSK
$811M
-64
Closed -$3K
PST icon
4770
ProShares Trust UltraShort Lehman 7-10 Year Treasury
PST
$13.5M
-200
Closed -$4K
PWV icon
4771
Invesco Large Cap Value ETF
PWV
$1.18B
-1,415
Closed -$59K
PXLW icon
4772
Pixelworks
PXLW
$44.7M
-138,705
Closed -$544K
QD
4773
Qudian
QD
$781M
-176,686
Closed -$832K
QTEC icon
4774
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.66B
$0 ﹤0.01%
1
-25,993
-100%
QUS icon
4775
SPDR MSCI USA StrategicFactors ETF
QUS
$1.56B
-305
Closed -$29K