JP Morgan Chase Portfolio holdings
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$3.21B |
| 2 |
Arthur J. Gallagher & Co
AJG
|
+$2.24B |
| 3 |
Walt Disney
DIS
|
+$2.18B |
| 4 |
Walmart Inc
WMT
|
+$1.96B |
| 5 |
McDonald's
MCD
|
+$1.91B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Eli Lilly
LLY
|
+$2.77B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.64B |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$2.5B |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$2.23B |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.06B |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.17% |
| 2 | Financials | 10.12% |
| 3 | Consumer Discretionary | 9.84% |
| 4 | Healthcare | 7.97% |
| 5 | Communication Services | 6.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2776
Genmab
GMAB
$19.6B
| $8.51M | ﹤0.01% |
407,613
+394,670
| +3,049% | +$8.67M |
|
2777
Viper Energy
VNOM
$15.2B
| $8.5M | ﹤0.01% |
173,265
+5,750
| +3% | +$296K |
|
|
PPLT
2778
abrdn Physical Platinum Shares ETF
PPLT
$2.04B
| $8.48M | ﹤0.01% |
1,021,280
+538,240
| +111% | +$4.76M |
|
2779
CALL
Truist Financial
TFC
$64.7B
| $8.46M | ﹤0.01% |
195,000
-25,000
| -11% | -$1.12M |
|
2780
PUT
Vertex Pharmaceuticals
VRTX
$129B
| $8.46M | ﹤0.01% |
21,000
| – | – |
|
|
IBTX
2781
DELISTED
Independent Bank Group, Inc.
IBTX
| $8.43M | ﹤0.01% |
138,888
+72,142
| +108% | +$4.47M |
|
2782
CALL
Live Nation Entertainment
LYV
$44B
| $8.42M | ﹤0.01% |
65,000
| – | – |
|
|
ARIS
2783
DELISTED
Aris Water Solutions
ARIS
| $8.41M | ﹤0.01% |
351,342
-50,751
| -13% | -$1.1M |
|
2784
NETSCOUT
NTCT
$2.88B
| $8.41M | ﹤0.01% |
388,286
+224,925
| +138% | +$4.88M |
|
2785
CALL
Nucor
NUE
$61.4B
| $8.4M | ﹤0.01% |
72,000
+20,000
| +38% | +$2.88M |
|
2786
PUT
Yum! Brands
YUM
$40.8B
| $8.4M | ﹤0.01% |
62,600
| – | – |
|
2787
Cheesecake Factory
CAKE
$5.57B
| $8.39M | ﹤0.01% |
176,900
+132,346
| +297% | +$6.09M |
|
2788
The Honest Company
HNST
$524M
| $8.38M | ﹤0.01% |
1,209,529
+435,723
| +56% | +$2.47M |
|
|
AGNT
2789
AGNT Inc
AGNT
$724M
| $8.37M | ﹤0.01% |
727,096
+206,677
| +40% | +$2.72M |
|
2790
CALL
Target
TGT
$70.1B
| $8.37M | ﹤0.01% |
61,900
-40,900
| -40% | -$5.86M |
|
|
GTY
2791
Getty Realty Corp
GTY
$2.07B
| $8.36M | ﹤0.01% |
277,500
+70,327
| +34% | +$2.23M |
|
|
FNA
2792
DELISTED
Paragon 28, Inc.
FNA
| $8.35M | ﹤0.01% |
808,611
+23,733
| +3% | +$192K |
|
2793
Helix Energy Solutions
HLX
$1.54B
| $8.34M | ﹤0.01% |
894,563
+284,184
| +47% | +$2.86M |
|
2794
United States Lime & Minerals
USLM
$3.37B
| $8.33M | ﹤0.01% |
62,736
+52,039
| +486% | +$6.6M |
|
2795
Aurinia Pharmaceuticals
AUPH
$2.04B
| $8.33M | ﹤0.01% |
927,298
+424,482
| +84% | +$3.46M |
|
2796
Global X Copper Miners ETF NEW
COPX
$7.99B
| $8.33M | ﹤0.01% |
218,058
-1,079,340
| -83% | -$46.7M |
|
2797
Viant Technology
DSP
$274M
| $8.32M | ﹤0.01% |
438,280
+341,684
| +354% | +$5.34M |
|
2798
iShares MSCI Australia ETF
EWA
$1.44B
| $8.31M | ﹤0.01% |
348,358
-96,455
| -22% | -$2.48M |
|
2799
CALL
Trade Desk
TTD
$6.61B
| $8.31M | ﹤0.01% |
70,700
| – | – |
|
2800
PROG Holdings
PRG
$1.72B
| $8.29M | ﹤0.01% |
196,260
+105,179
| +115% | +$4.86M |
|
Similar funds
JP Morgan Chase's Q4 2024 Portfolio in Review
As of Q4 2024, JP Morgan Chase held 7,917 positions worth $1.34T, up 2.1% from $1.32T the previous quarter. Its ten largest holdings account for 24% of the portfolio.
JP Morgan Chase's Q4 2024 filing shows 510 new, 3,353 increased, 2,466 reduced and 523 closed positions. Its largest new stake was Primo Brands: 3,989,501 shares worth $123M. The largest sale was Eli Lilly, an estimated $2.77B.
By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 23% a quarter earlier, followed by Financials and Consumer Discretionary.
- JP Morgan Chase's largest Q4 2024 buy was Primo Brands: 3,989,501 shares worth $123M.
- JP Morgan Chase added most to Broadcom in Q4 2024, an estimated $3.21B increase.
- JP Morgan Chase's biggest Q4 2024 reduction was Eli Lilly, cutting an estimated $2.77B.
- JP Morgan Chase fully exited Stericycle Inc in Q4 2024, selling an estimated $183M.
- JP Morgan Chase's ten largest holdings make up 24% of its $1.34T portfolio in Q4 2024.
- JP Morgan Chase opened 510 new positions and closed 523 in Q4 2024.
- JP Morgan Chase's portfolio value rose 2.1% quarter-over-quarter to $1.34T.
Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.