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 | |
|---|---|---|---|---|---|---|
3126
SharkNinja
SN
$26.1B
| $5.72M | ﹤0.01% |
58,784
-366,083
| -86% | -$37.4M |
|
3127
Hippo Holdings
HIPO
$872M
| $5.72M | ﹤0.01% |
213,784
+67,608
| +46% | +$1.66M |
|
3128
CALL
CrowdStrike
CRWD
$221B
| $5.71M | ﹤0.01% |
66,800
+25,600
| +62% | +$2.13M |
|
|
GPGI
3129
GPGI Inc
GPGI
$3.7B
| $5.71M | ﹤0.01% |
448,742
+386,195
| +617% | +$4.89M |
|
3130
PUT
HubSpot
HUBS
$11.2B
| $5.71M | ﹤0.01% |
8,200
| – | – |
|
3131
NVE Corp
NVEC
$587M
| $5.71M | ﹤0.01% |
70,119
+1,981
| +3% | +$155K |
|
3132
Amphastar Pharmaceuticals
AMPH
$889M
| $5.7M | ﹤0.01% |
153,571
+79,651
| +108% | +$3.64M |
|
3133
Carriage Services
CSV
$579M
| $5.7M | ﹤0.01% |
142,989
+24,098
| +20% | +$889K |
|
3134
CALL
Cleveland-Cliffs
CLF
$6.79B
| $5.69M | ﹤0.01% |
605,500
-182,300
| -23% | -$2.2M |
|
3135
PUT
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$110M
| $5.69M | ﹤0.01% |
+215,000
| New | +$5.56M |
|
3136
SoundHound AI
SOUN
$3.3B
| $5.69M | ﹤0.01% |
286,817
+16,972
| +6% | +$164K |
|
3137
Root
ROOT
$797M
| $5.69M | ﹤0.01% |
78,322
-27,155
| -26% | -$1.88M |
|
3138
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.12B
| $5.68M | ﹤0.01% |
195,915
+155,027
| +379% | +$4.51M |
|
3139
CALL
The Mosaic Company
MOS
$6.87B
| $5.68M | ﹤0.01% |
231,100
+1,800
| +0.8% | +$47.1K |
|
3140
National Beverage
FIZZ
$2.93B
| $5.68M | ﹤0.01% |
133,050
+80,126
| +151% | +$3.74M |
|
3141
PUT
Universal Display
OLED
$4.09B
| $5.64M | ﹤0.01% |
38,600
| – | – |
|
|
HI
3142
DELISTED
Hillenbrand
HI
| $5.64M | ﹤0.01% |
183,109
+102,916
| +128% | +$3.11M |
|
3143
CALL
Grab
GRAB
$14.8B
| $5.63M | ﹤0.01% |
+1,192,700
| New | +$5.43M |
|
3144
Unity Bancorp
UNTY
$621M
| $5.62M | ﹤0.01% |
128,941
+40,710
| +46% | +$1.71M |
|
3145
PUT
DigitalOcean
DOCN
$15.3B
| $5.62M | ﹤0.01% |
164,900
| – | – |
|
|
SCS
3146
DELISTED
Steelcase
SCS
| $5.61M | ﹤0.01% |
474,829
+177,315
| +60% | +$2.28M |
|
3147
Fox Factory Holding Corp
FOXF
$883M
| $5.61M | ﹤0.01% |
185,288
-5,582
| -3% | -$192K |
|
3148
CALL
Dell
DELL
$317B
| $5.6M | ﹤0.01% |
48,600
-67,300
| -58% | -$8.45M |
|
3149
Organon & Co
OGN
$3.6B
| $5.6M | ﹤0.01% |
375,008
-258,322
| -41% | -$4.21M |
|
3150
CALL
Autodesk
ADSK
$53.1B
| $5.59M | ﹤0.01% |
18,900
+900
| +5% | +$266K |
|
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.