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
+7.03%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$698B
AUM Growth
+$75.5B
Cap. Flow
+$37.5B
Cap. Flow %
5.37%
Top 10 Hldgs %
16.42%
Holding
5,606
New
543
Increased
2,701
Reduced
1,651
Closed
188

Sector Composition

1 Technology 16.81%
2 Financials 11.84%
3 Consumer Discretionary 10.87%
4 Healthcare 10.26%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
NCNA
5176
NuCana
NCNA
$5.48M
-54
Closed -$1.21M
NCSM icon
5177
NCS Multistage Holdings
NCSM
$111M
-268
Closed -$6K
NINE icon
5178
Nine Energy Service
NINE
$28.5M
$0 ﹤0.01%
19
-1
-5%
NTSX icon
5179
WisdomTree US Efficient Core Fund
NTSX
$1.24B
-1,000
Closed -$37K
NTWK icon
5180
NetSol Technologies
NTWK
$48M
$0 ﹤0.01%
1
NUWE icon
5181
Nuwellis
NUWE
$4.41M
0
OCGN icon
5182
Ocugen
OCGN
$322M
-21
Closed
OPEN icon
5183
Opendoor
OPEN
$4.89B
0
ORLA
5184
Orla Mining
ORLA
$3.82B
-27,223
Closed -$147K
OUNZ icon
5185
VanEck Merk Gold Trust
OUNZ
$1.92B
$0 ﹤0.01%
1
OUSM icon
5186
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$993M
-5,850
Closed -$182K
OUST icon
5187
Ouster
OUST
$1.59B
0
PBPB icon
5188
Potbelly
PBPB
$383M
$0 ﹤0.01%
25
PGJ icon
5189
Invesco Golden Dragon China ETF
PGJ
$149M
-200
Closed -$13K
EMPW.U
5190
DELISTED
Empower Ltd. Units, each consisting of one Class A ordinary share and one-third of one redeemable wa
EMPW.U
-200,000
Closed -$2.08M
PHX
5191
DELISTED
PHX Minerals
PHX
$0 ﹤0.01%
40
PIFI icon
5192
ClearShares Piton Intermediate Fixed Income ETF
PIFI
$111M
0
PPA icon
5193
Invesco Aerospace & Defense ETF
PPA
$6.2B
-1,336
Closed -$91K
PRN icon
5194
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$360M
$0 ﹤0.01%
1
PRPH icon
5195
ProPhase Labs
PRPH
$14.7M
$0 ﹤0.01%
+2
New
PTN
5196
DELISTED
Palatin Technologies
PTN
$0 ﹤0.01%
42
QAT icon
5197
iShares MSCI Qatar ETF
QAT
$77.8M
-10,000
Closed -$185K
QFIN icon
5198
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.81B
-12,997
Closed -$153K
PLLL
5199
DELISTED
Piedmont Lithium Limited American Depositary Receipts
PLLL
-150
Closed -$4K
QLGN icon
5200
Qualigen Therapeutics
QLGN
$2.87M
0