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
QVMM icon
5651
Invesco QQQ Trust Series 1
QVMM
$373M
-60,000
Closed -$1.5M
RCEL icon
5652
Avita Medical
RCEL
$115M
-17,501
Closed -$149K
RDOG icon
5653
ALPS REIT Dividend Dogs ETF
RDOG
$13.3M
0
RELL icon
5654
Richardson Electronics
RELL
$141M
-2,553
Closed -$32K
RFCI icon
5655
RiverFront Dynamic Core Income
RFCI
$18.3M
-301
Closed -$7K
RFDA icon
5656
RiverFront Dynamic US Dividend Advantage ETF
RFDA
$81.2M
-746
Closed -$36K
RFFC icon
5657
ALPS Active Equity Opportunity ETF
RFFC
$21.9M
-317
Closed -$15K
RFL icon
5658
Rafael Holdings
RFL
$50.5M
$0 ﹤0.01%
6
-47,957
-100%
RGS icon
5659
Regis Corp
RGS
$58.9M
$0 ﹤0.01%
11
-1,002
-99%
RGTIW icon
5660
Rigetti Computing, Inc. Warrants
RGTIW
$126M
0
-$13K
RING icon
5661
iShares MSCI Global Gold Miners ETF
RING
$2.02B
-175
Closed -$5K
RLY icon
5662
SPDR SSGA Multi-Asset Real Return ETF
RLY
$565M
0
RMBI icon
5663
Richmond Mutual Bancorp
RMBI
$142M
$0 ﹤0.01%
14
RMTI icon
5664
Rockwell Medical
RMTI
$55.8M
$0 ﹤0.01%
35
-1
-3%
ROMO icon
5665
Strategy Shares Newfound/ReSolve Robust Momentum ETF
ROMO
$27.9M
-50,000
Closed -$1.38M
RSPU icon
5666
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$455M
-2,550
Closed -$154K
RUM icon
5667
Rumble
RUM
$2.41B
-41
Closed
RVP icon
5668
Retractable Technologies
RVP
$23.7M
-8,130
Closed -$39K
RVPH icon
5669
Reviva Pharmaceuticals
RVPH
$29.9M
-347
Closed -$1K
RVSB icon
5670
Riverview Bancorp
RVSB
$106M
-3,441
Closed -$26K
RVYL icon
5671
Ryvyl
RVYL
$8.63M
-857
Closed -$36K
RWM icon
5672
ProShares Short Russell2000
RWM
$123M
-269
Closed -$6K
SAND icon
5673
Sandstorm Gold
SAND
$3.37B
-624,378
Closed -$5.05M
SARK icon
5674
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$65.8M
-1,967
Closed -$273K
SBFG icon
5675
SB Financial Group
SBFG
$140M
$0 ﹤0.01%
12