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
+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
+$698B
Cap. Flow
+$41.9B
Cap. Flow %
6%
Top 10 Hldgs %
16.42%
Holding
5,606
New
546
Increased
2,710
Reduced
1,664
Closed
187

Sector Composition

1 Technology 16.81%
2 Financials 11.84%
3 Consumer Discretionary 10.88%
4 Healthcare 10.26%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PHX
5376
DELISTED
PHX Minerals
PHX
$0 ﹤0.01% 40
PIFI icon
5377
ClearShares Piton Intermediate Fixed Income ETF
PIFI
$110M
0
PPA icon
5378
Invesco Aerospace & Defense ETF
PPA
$6.22B
-1,336 Closed -$91K
PRN icon
5379
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$361M
$0 ﹤0.01% 1
PRPH icon
5380
ProPhase Labs
PRPH
$14M
$0 ﹤0.01% +2 New
PTN
5381
DELISTED
Palatin Technologies
PTN
$0 ﹤0.01% 1,044
QAT icon
5382
iShares MSCI Qatar ETF
QAT
$79M
-10,000 Closed -$185K
QFIN icon
5383
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.86B
-12,997 Closed -$153K
QLGN icon
5384
Qualigen Therapeutics
QLGN
$3.03M
$0 ﹤0.01% 10 +9 +900%
QYLD icon
5385
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.15B
-1,000 Closed -$23K
RAIL icon
5386
FreightCar America
RAIL
$163M
-714 Closed -$2K
RDI icon
5387
Reading International Class A
RDI
$35M
$0 ﹤0.01% 35 -2 -5%
RDIB
5388
Reading International Class B
RDIB
$286M
-115 Closed -$3K