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
RDOG icon
4776
ALPS REIT Dividend Dogs ETF
RDOG
$13.1M
$0 ﹤0.01%
+10
New
REK icon
4777
ProShares Short Real Estate
REK
$11.5M
-40
Closed -$1K
RMCF icon
4778
Rocky Mountain Chocolate Factory
RMCF
$11.5M
$0 ﹤0.01%
81
RPAY icon
4779
Repay Holdings
RPAY
$482M
$0 ﹤0.01%
5
-14,591
-100%
RVT icon
4780
Royce Value Trust
RVT
$1.92B
$0 ﹤0.01%
+2
New
RXL icon
4781
ProShares Ultra Health Care
RXL
$65.9M
-227
Closed -$29K
SCJ icon
4782
iShares MSCI Japan Small-Cap ETF
SCJ
$145M
-3,545
Closed -$263K
SCO icon
4783
ProShares UltraShort Bloomberg Crude Oil
SCO
$119M
-2,950
Closed -$36K
SHIP icon
4784
Seanergy Maritime Holdings
SHIP
$164M
$0 ﹤0.01%
+1,000
New
SID icon
4785
Companhia Siderúrgica Nacional
SID
$1.89B
-1,900
Closed -$7K
SIFY
4786
Sify Technologies
SIFY
$743M
$0 ﹤0.01%
89
SILJ icon
4787
Amplify Junior Silver Miners ETF
SILJ
$2.06B
0
SLRX icon
4788
Salarius Pharmaceuticals
SLRX
$2.45M
0
-13
-100%
SMMV icon
4789
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$338M
-5,245
Closed -$186K
SNGX icon
4790
Soligenix
SNGX
$10.1M
0
-1
-100%
SOL
4791
Emeren Group
SOL
$97.5M
$0 ﹤0.01%
358
SPHQ icon
4792
Invesco S&P 500 Quality ETF
SPHQ
$15.1B
$0 ﹤0.01%
10
-3,250
-100%
SPMD icon
4793
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.1B
-1,545
Closed -$56K
SPTM icon
4794
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
-744
Closed -$30K
SPTS icon
4795
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.89B
-70,000
Closed -$2.1M
SSKN icon
4796
Strata Skin Sciences
SSKN
$7.84M
-120
Closed
SSL icon
4797
Sasol
SSL
$4.54B
$0 ﹤0.01%
75
-75
-50%
SSO icon
4798
ProShares Ultra S&P500
SSO
$7.13B
$0 ﹤0.01%
5
-15
-75%
STIP icon
4799
iShares 0-5 Year TIPS Bond ETF
STIP
$12.6B
-3,991
Closed -$402K
STXS icon
4800
Stereotaxis
STXS
$246M
-32,276
Closed -$171K