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
-12.5%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$675B
AUM Growth
-$98.2B
Cap. Flow
+$17.3B
Cap. Flow %
2.56%
Top 10 Hldgs %
18.65%
Holding
6,293
New
347
Increased
2,296
Reduced
2,464
Closed
421

Sector Composition

1 Technology 16%
2 Healthcare 13.32%
3 Financials 11.15%
4 Consumer Discretionary 8.38%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PJP icon
5626
Invesco Pharmaceuticals ETF
PJP
$266M
-347
Closed -$28K
PKB icon
5627
Invesco Building & Construction ETF
PKB
$291M
-1,000
Closed -$43K
PLBC icon
5628
Plumas Bancorp
PLBC
$311M
$0 ﹤0.01%
7
PLSE icon
5629
Pulse Biosciences
PLSE
$1.02B
$0 ﹤0.01%
12
-6,525
-100%
PLUR icon
5630
Pluri
PLUR
$39.5M
$0 ﹤0.01%
6
-449
-99%
PLX icon
5631
Protalix BioTherapeutics
PLX
$123M
$0 ﹤0.01%
395
-732
-65%
PMCB icon
5632
PharmaCyte Biotech
PMCB
$6.46M
-2,723
Closed -$6K
PPTA
5633
Perpetua Resources
PPTA
$1.98B
-15,237
Closed -$62K
PRN icon
5634
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$360M
$0 ﹤0.01%
1
PROV icon
5635
Provident Financial
PROV
$102M
$0 ﹤0.01%
32
ATON
5636
AlphaTON Capital Corp. Common Stock
ATON
$11.6M
-117
Closed -$15K
PSCE icon
5637
Invesco S&P SmallCap Energy ETF
PSCE
$58.1M
-267
Closed -$13K
PSK icon
5638
SPDR ICE Preferred Securities ETF
PSK
$825M
-160
Closed -$6K
PSNY icon
5639
Gores Guggenheim
PSNY
$2.14B
0
PSQ icon
5640
ProShares Short QQQ
PSQ
$508M
-2,799
Closed -$162K
PTN
5641
DELISTED
Palatin Technologies
PTN
$0 ﹤0.01%
41
PULS icon
5642
PGIM Ultra Short Bond ETF
PULS
$12.3B
-2,700
Closed -$133K
PWOD
5643
DELISTED
Penns Woods Bancorp
PWOD
-1,166
Closed -$28K
PX icon
5644
P10
PX
$1.32B
-5,354
Closed -$65K
PXH icon
5645
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.58B
-67
Closed -$1K
PYXS icon
5646
Pyxis Oncology
PYXS
$118M
-4,986
Closed -$20K
QQQM icon
5647
Invesco NASDAQ 100 ETF
QQQM
$59.3B
-482
Closed -$72K
QQQX icon
5648
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.33B
$0 ﹤0.01%
5
-293
-98%
QUBT icon
5649
Quantum Computing Inc
QUBT
$2.42B
-50
Closed
QUIK icon
5650
QuickLogic
QUIK
$84.4M
-16,074
Closed -$88K