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 | |
|---|---|---|---|---|---|---|
3351
IHS Holding
IHS
$2.82B
| $4.44M | ﹤0.01% |
1,519,721
+1,489,895
| +4,995% | +$4.52M |
|
3352
National Presto Industries
NPK
$1B
| $4.44M | ﹤0.01% |
45,069
+3,792
| +9% | +$305K |
|
3353
CALL
PENN Entertainment
PENN
$2.52B
| $4.43M | ﹤0.01% |
223,700
+75,500
| +51% | +$1.48M |
|
3354
Dillards
DDS
$8.76B
| $4.43M | ﹤0.01% |
10,256
+2,801
| +38% | +$1.15M |
|
3355
Cipher Digital
CIFR
$7.41B
| $4.43M | ﹤0.01% |
954,209
+797,824
| +510% | +$4.53M |
|
3356
PUT
Southwest Airlines
LUV
$21.7B
| $4.41M | ﹤0.01% |
131,200
-140,000
| -52% | -$4.47M |
|
3357
Wabash National
WNC
$512M
| $4.39M | ﹤0.01% |
256,471
+159,278
| +164% | +$2.95M |
|
3358
CALL
HubSpot
HUBS
$11.2B
| $4.39M | ﹤0.01% |
6,300
| – | – |
|
3359
Gorman-Rupp
GRC
$2.13B
| $4.38M | ﹤0.01% |
115,536
+42,082
| +57% | +$1.68M |
|
3360
Fortrea Holdings
FTRE
$1.66B
| $4.37M | ﹤0.01% |
234,550
-129,863
| -36% | -$2.53M |
|
|
ECG
3361
Everus Construction Group
ECG
$7.2B
| $4.37M | ﹤0.01% |
+66,504
| New | +$4.19M |
|
3362
Savara
SVRA
$1.11B
| $4.37M | ﹤0.01% |
1,423,139
+1,353,649
| +1,948% | +$4.72M |
|
3363
Community Health Systems
CYH
$423M
| $4.36M | ﹤0.01% |
1,459,741
+352,111
| +32% | +$1.48M |
|
3364
Riskified
RSKD
$875M
| $4.36M | ﹤0.01% |
921,811
+46,088
| +5% | +$214K |
|
3365
Red Rock Resorts
RRR
$3.76B
| $4.36M | ﹤0.01% |
94,255
+5,058
| +6% | +$257K |
|
3366
Kosmos Energy
KOS
$1.51B
| $4.35M | ﹤0.01% |
1,272,525
+647,921
| +104% | +$2.47M |
|
3367
CALL
ON Semiconductor
ON
$32.2B
| $4.34M | ﹤0.01% |
68,900
+13,000
| +23% | +$896K |
|
|
CIM
3368
Chimera Investment
CIM
$988M
| $4.34M | ﹤0.01% |
309,935
+142,105
| +85% | +$2.13M |
|
3369
C3.ai
AI
$1.54B
| $4.33M | ﹤0.01% |
125,784
+10,603
| +9% | +$329K |
|
3370
State Street SPDR S&P Software & Services ETF
XSW
$505M
| $4.33M | ﹤0.01% |
22,904
-17,670
| -44% | -$3.2M |
|
3371
PUT
Air Products & Chemicals
APD
$68.8B
| $4.32M | ﹤0.01% |
14,900
-10,000
| -40% | -$3.14M |
|
3372
First Trust Ultra Short Duration Municipal ETF
FUMB
$248M
| $4.32M | ﹤0.01% |
214,845
-4,510
| -2% | -$90.7K |
|
3373
Ingles Markets
IMKTA
$1.65B
| $4.31M | ﹤0.01% |
66,865
+12,213
| +22% | +$822K |
|
|
DFAI
3374
Dimensional International Core Equity Market ETF
DFAI
$18B
| $4.3M | ﹤0.01% |
147,255
-38,957
| -21% | -$1.18M |
|
3375
CALL
Burlington
BURL
$21.9B
| $4.28M | ﹤0.01% |
15,000
| – | – |
|
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.