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
+13.64%
1 Year Return
+22.34%
3 Year Return
+87.94%
5 Year Return
+157.74%
10 Year Return
+357.7%
AUM
$1.45T
AUM Growth
+$141B
Cap. Flow
+$5.68B
Cap. Flow %
0.39%
Top 10 Hldgs %
26.46%
Holding
6,883
New
436
Increased
2,262
Reduced
2,874
Closed
680

Sector Composition

1 Technology 25.87%
2 Financials 10.43%
3 Consumer Discretionary 10.13%
4 Communication Services 7.61%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
OCG icon
6151
Oriental Culture Holding
OCG
$78M
-3
Closed -$9
OCS icon
6152
Oculis Holding
OCS
$900M
-600
Closed -$11.4K
OCTT icon
6153
AllianzIM U.S. Large Cap Buffer10 Oct ETF
OCTT
$49.2M
-50
Closed -$1.86K
OESX icon
6154
Orion Energy Systems
OESX
$27.8M
-6
Closed -$44
OMEX icon
6155
Odyssey Marine Exploration
OMEX
$72.3M
-19
Closed -$8
ONMD icon
6156
OneMedNet
ONMD
$38.3M
-45
Closed -$24
OPTN
6157
DELISTED
OptiNose
OPTN
-431
Closed -$3.95K
OPXS icon
6158
Optex Systems
OPXS
$80.5M
-12
Closed -$68
OSS icon
6159
One Stop Systems
OSS
$123M
-3,723
Closed -$8.64K
OVLH icon
6160
Overlay Shares Hedged Large Cap Equity ETF
OVLH
$77M
0
-$6
OVT icon
6161
Overlay Shares Short Term Bond ETF
OVT
$51.9M
0
-$20
PCN
6162
PIMCO Corporate & Income Strategy Fund
PCN
$845M
-534
Closed -$7.29K
PET
6163
DELISTED
Wag!
PET
-58
Closed -$9
PHDG icon
6164
Invesco S&P 500 Downside Hedged ETF
PHDG
$78.8M
-93
Closed -$3.39K
PHX
6165
DELISTED
PHX Minerals
PHX
-40
Closed -$158
PLYA
6166
DELISTED
Playa Hotels & Resorts
PLYA
-2,888,870
Closed -$38.5M
YYAI icon
6167
Connexa Sports Technologies
YYAI
$23.4M
-3
Closed -$2
QCAP
6168
FT Vest Nasdaq-100 Conservative Buffer ETF - April
QCAP
$40.6M
-499
Closed -$11K
PMCB icon
6169
PharmaCyte Biotech
PMCB
$7.27M
-16
Closed -$20
PMNT icon
6170
Perfect Moment
PMNT
$13.8M
-3,500
Closed -$3.85K
PMO
6171
Putnam Municipal Opportunities Trust
PMO
$285M
0
-$9
POCI icon
6172
Precision Optics
POCI
$34.1M
-9
Closed -$37
POCT icon
6173
Innovator US Equity Power Buffer ETF October
POCT
$786M
-5,000
Closed -$194K
POWA icon
6174
Invesco Bloomberg Pricing Power ETF
POWA
$190M
-51
Closed -$4.19K
PSC icon
6175
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$929M
-340
Closed -$16.5K