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
PSMR icon
6176
Pacer Swan SOS Moderate April ETF
PSMR
$88.7M
-91
Closed -$2.47K
PTN
6177
DELISTED
Palatin Technologies
PTN
-405
Closed -$236
PWM icon
6178
Prestige Wealth
PWM
$17.1M
-3,078
Closed -$1.26K
PXLW icon
6179
Pixelworks
PXLW
$63.4M
-9
Closed -$71
QDEC icon
6180
FT Vest Growth-100 Buffer ETF December
QDEC
$529M
-5,540
Closed -$145K
QFLR icon
6181
Innovator Nasdaq-100 Managed Floor ETF
QFLR
$323M
-2,430
Closed -$65.6K
QMAR icon
6182
FT Vest Growth-100 Buffer ETF March
QMAR
$452M
-10,839
Closed -$307K
XAPR
6183
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April
XAPR
$51.8M
-335
Closed -$11K
ZONE
6184
CleanCore Solutions
ZONE
$30.5M
-5
Closed -$5
TOGA
6185
Tremblant Global ETF
TOGA
$190M
-1,456
Closed -$42.2K
AIFD
6186
TCW Artificial Intelligence ETF
AIFD
$73.9M
-743
Closed -$17.8K
QNRX
6187
Quoin Pharmaceuticals
QNRX
$4.41M
-4
Closed -$33
QQQX icon
6188
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.34B
-14
Closed -$339
QTUM icon
6189
Defiance Quantum ETF
QTUM
$2.1B
-274
Closed -$20.4K
QUIK icon
6190
QuickLogic
QUIK
$87.1M
-7,002
Closed -$35.8K
RAVE icon
6191
RAVE Restaurant Group
RAVE
$46.6M
-23
Closed -$63
RAYD icon
6192
Rayliant Quantitative Developed Market Equity ETF
RAYD
$102M
-882
Closed -$28.6K
RDIB
6193
Reading International Class B
RDIB
$268M
-1
Closed -$7
REK icon
6194
ProShares Short Real Estate
REK
$11.4M
-1
Closed -$17
RFCI icon
6195
RiverFront Dynamic Core Income
RFCI
$18.3M
-250
Closed -$5.63K
RFDI icon
6196
First Trust RiverFront Dynamic Developed International ETF
RFDI
$128M
-66
Closed -$4.39K
RFIL icon
6197
RF Industries
RFIL
$77.1M
-18
Closed -$84
RGLS
6198
DELISTED
Regulus Therapeutics
RGLS
-74,517
Closed -$130K
RIGS icon
6199
RiverFront Strategic Income Fund
RIGS
$92.5M
-646
Closed -$14.9K
RILY icon
6200
B. Riley Financial
RILY
$175M
-10,227
Closed -$39.6K