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 | |
|---|---|---|---|---|---|---|
3326
4D Molecular Therapeutics
FDMT
$637M
| $4.57M | ﹤0.01% |
820,069
+504,086
| +160% | +$3.96M |
|
3327
CNB Financial Corp
CCNE
$1.03B
| $4.57M | ﹤0.01% |
183,675
+27,874
| +18% | +$727K |
|
3328
Mitsubishi UFJ Financial
MUFG
$260B
| $4.57M | ﹤0.01% |
389,603
+131,305
| +51% | +$1.48M |
|
3329
Yext
YEXT
$594M
| $4.56M | ﹤0.01% |
716,693
+201,472
| +39% | +$1.46M |
|
3330
The RealReal
REAL
$1.39B
| $4.56M | ﹤0.01% |
417,030
-321,589
| -44% | -$1.71M |
|
3331
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.88B
| $4.55M | ﹤0.01% |
104,158
+2,023
| +2% | +$88.8K |
|
3332
Domo
DOMO
$184M
| $4.55M | ﹤0.01% |
643,062
+118,957
| +23% | +$963K |
|
3333
CALL
Dollar General
DG
$27.2B
| $4.55M | ﹤0.01% |
60,000
| – | – |
|
|
SKE
3334
Skeena Resources
SKE
$4.1B
| $4.55M | ﹤0.01% |
+521,630
| New | +$4.75M |
|
3335
United Parks & Resorts
PRKS
$2.04B
| $4.55M | ﹤0.01% |
80,924
-578,501
| -88% | -$31.7M |
|
3336
CALL
Ferrari
RACE
$72.9B
| $4.55M | ﹤0.01% |
10,700
-15,200
| -59% | -$6.86M |
|
3337
Denali Therapeutics
DNLI
$3.9B
| $4.54M | ﹤0.01% |
222,983
-12,403
| -5% | -$318K |
|
3338
Protolabs
PRLB
$2.2B
| $4.54M | ﹤0.01% |
116,105
-23,785
| -17% | -$855K |
|
3339
Integra LifeSciences
IART
$1.43B
| $4.53M | ﹤0.01% |
199,691
+113,061
| +131% | +$2.47M |
|
3340
CALL
Rocket Lab Corp
RKLB
$51.3B
| $4.53M | ﹤0.01% |
177,700
| – | – |
|
3341
iShares MSCI Indonesia ETF
EIDO
$489M
| $4.52M | ﹤0.01% |
244,484
-405,637
| -62% | -$8.38M |
|
3342
Adecoagro
AGRO
$1.29B
| $4.5M | ﹤0.01% |
477,552
-162,417
| -25% | -$1.77M |
|
3343
Origin Bancorp
OBK
$1.68B
| $4.5M | ﹤0.01% |
135,115
+62,129
| +85% | +$2.08M |
|
|
MLNK
3344
DELISTED
MeridianLink
MLNK
| $4.47M | ﹤0.01% |
216,566
+195,333
| +920% | +$4.3M |
|
3345
Freedom Holding
FRHC
$9.34B
| $4.47M | ﹤0.01% |
34,213
+25,350
| +286% | +$2.91M |
|
3346
Invesco Variable Rate Preferred ETF
VRP
$3.01B
| $4.47M | ﹤0.01% |
184,795
-185,225
| -50% | -$4.53M |
|
3347
NB Bancorp
NBBK
$1.01B
| $4.47M | ﹤0.01% |
247,482
+47,678
| +24% | +$916K |
|
3348
JPMorgan Healthcare Leaders ETF
JDOC
$9.27M
| $4.46M | ﹤0.01% |
88,196
| – | – |
|
3349
Mitek Systems
MITK
$877M
| $4.45M | ﹤0.01% |
399,905
+136,949
| +52% | +$1.28M |
|
|
PARA
3350
PUT
DELISTED
Paramount Global Class B
PARA
| $4.45M | ﹤0.01% |
425,500
-251,000
| -37% | -$2.7M |
|
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.