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 | |
|---|---|---|---|---|---|---|
3276
Bank First Corp
BFC
$1.75B
| $4.81M | ﹤0.01% |
48,500
+24,635
| +103% | +$2.44M |
|
3277
CALL
Henry Schein
HSIC
$10B
| $4.8M | ﹤0.01% |
69,400
-75,000
| -52% | -$5.39M |
|
3278
TeraWulf
WULF
$8.67B
| $4.8M | ﹤0.01% |
847,177
+736,926
| +668% | +$4.75M |
|
3279
CEVA Inc
CEVA
$937M
| $4.79M | ﹤0.01% |
151,788
+35,809
| +31% | +$996K |
|
3280
Archer Aviation
ACHR
$5.1B
| $4.78M | ﹤0.01% |
490,747
+385,273
| +365% | +$2.14M |
|
3281
CALL
Best Buy
BBY
$18.2B
| $4.78M | ﹤0.01% |
55,700
-2,400
| -4% | -$219K |
|
3282
National Vision
EYE
$1.53B
| $4.77M | ﹤0.01% |
457,643
-119,573
| -21% | -$1.31M |
|
3283
SiTime
SITM
$21.4B
| $4.76M | ﹤0.01% |
22,199
+834
| +4% | +$170K |
|
|
HDSN
3284
Hudson Technologies
HDSN
$239M
| $4.76M | ﹤0.01% |
853,252
+514,645
| +152% | +$3.39M |
|
3285
Ironwood Pharmaceuticals
IRWD
$712M
| $4.76M | ﹤0.01% |
1,074,506
+767,641
| +250% | +$3.11M |
|
|
DMX
3286
DoubleLine Multi-Sector Income ETF
DMX
$101M
| $4.75M | ﹤0.01% |
+95,000
| New | +$4.77M |
|
3287
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.4B
| $4.75M | ﹤0.01% |
97,600
-27,557
| -22% | -$1.35M |
|
3288
Hackett Group
HCKT
$265M
| $4.75M | ﹤0.01% |
154,492
+55,608
| +56% | +$1.61M |
|
3289
Navient
NAVI
$860M
| $4.74M | ﹤0.01% |
356,405
+209,744
| +143% | +$3.14M |
|
3290
CALL
Moody's
MCO
$84B
| $4.73M | ﹤0.01% |
10,000
| – | – |
|
3291
CALL
Remitly
RELY
$5.54B
| $4.73M | ﹤0.01% |
+209,700
| New | +$3.86M |
|
3292
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$339M
| $4.73M | ﹤0.01% |
40,858
-4,789
| -10% | -$563K |
|
3293
CALL
Danaher
DHR
$142B
| $4.73M | ﹤0.01% |
20,600
-19,900
| -49% | -$4.89M |
|
3294
Compass Diversified
CODI
$956M
| $4.72M | ﹤0.01% |
204,628
+112,111
| +121% | +$2.52M |
|
3295
Brookfield Renewable
BEP
$10.4B
| $4.72M | ﹤0.01% |
206,916
+140,604
| +212% | +$3.59M |
|
3296
Marcus & Millichap
MMI
$1.2B
| $4.71M | ﹤0.01% |
123,089
+46,865
| +61% | +$1.84M |
|
|
SEI
3297
Solaris Energy Infrastructure
SEI
$4.17B
| $4.71M | ﹤0.01% |
163,595
+7,890
| +5% | +$157K |
|
3298
PUT
On Holding
ONON
$10.8B
| $4.7M | ﹤0.01% |
85,800
-54,200
| -39% | -$2.87M |
|
3299
Patria Investments
PAX
$1.86B
| $4.69M | ﹤0.01% |
403,643
-38,722
| -9% | -$457K |
|
3300
PUT
Nucor
NUE
$61B
| $4.69M | ﹤0.01% |
40,200
-42,500
| -51% | -$6.11M |
|
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.