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 | |
|---|---|---|---|---|---|---|
3476
Disc Medicine
IRON
$3.03B
| $3.87M | ﹤0.01% |
61,017
+44,762
| +275% | +$2.59M |
|
3477
PUT
CrowdStrike
CRWD
$221B
| $3.87M | ﹤0.01% |
45,200
-394,800
| -90% | -$32.8M |
|
|
RWT
3478
Redwood Trust
RWT
$604M
| $3.86M | ﹤0.01% |
591,606
-214,492
| -27% | -$1.54M |
|
|
IRBT
3479
DELISTED
iRobot
IRBT
| $3.85M | ﹤0.01% |
496,878
+96,451
| +24% | +$773K |
|
3480
Liberty Global Class C
LBTYK
$3.49B
| $3.85M | ﹤0.01% |
297,905
-51,660
| -15% | -$892K |
|
|
VMEO
3481
DELISTED
Vimeo
VMEO
| $3.84M | ﹤0.01% |
600,387
+275,967
| +85% | +$1.66M |
|
3482
abrdn Physical Palladium Shares ETF
PALL
$651M
| $3.83M | ﹤0.01% |
229,470
+162,635
| +243% | +$3.01M |
|
3483
Miller Industries
MLR
$645M
| $3.83M | ﹤0.01% |
58,606
+21,643
| +59% | +$1.47M |
|
3484
CALL
Abercrombie & Fitch
ANF
$4.8B
| $3.83M | ﹤0.01% |
25,600
-800
| -3% | -$117K |
|
3485
Real Brokerage
REAX
$523M
| $3.83M | ﹤0.01% |
831,829
+199,913
| +32% | +$1.05M |
|
3486
Solid Biosciences
SLDB
$986M
| $3.82M | ﹤0.01% |
955,932
+945,863
| +9,394% | +$5.19M |
|
3487
CALL
Suncor Energy
SU
$77B
| $3.82M | ﹤0.01% |
107,100
+63,500
| +146% | +$2.44M |
|
3488
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$390M
| $3.81M | ﹤0.01% |
73,495
+7,341
| +11% | +$398K |
|
3489
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$2.12B
| $3.81M | ﹤0.01% |
146,297
+8,108
| +6% | +$217K |
|
3490
Cable One
CABO
$196M
| $3.8M | ﹤0.01% |
10,504
-1,532
| -13% | -$573K |
|
3491
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
| $3.8M | ﹤0.01% |
132,602
-197,151
| -60% | -$5.72M |
|
3492
Bread Financial
BFH
$4.58B
| $3.8M | ﹤0.01% |
62,248
-78,112
| -56% | -$4.42M |
|
3493
Capital City Bank Group
CCBG
$898M
| $3.8M | ﹤0.01% |
103,554
+16,158
| +18% | +$597K |
|
3494
PUT
Dollar General
DG
$27.2B
| $3.79M | ﹤0.01% |
50,000
-50,000
| -50% | -$3.94M |
|
3495
Monro
MNRO
$359M
| $3.79M | ﹤0.01% |
152,710
+64,788
| +74% | +$1.78M |
|
3496
Lennar Class B
LEN.B
$20.6B
| $3.78M | ﹤0.01% |
30,124
-1,500
| -5% | -$226K |
|
3497
U-Haul Holding Co Series N
UHAL.B
$12.7B
| $3.77M | ﹤0.01% |
58,931
-21,385
| -27% | -$1.41M |
|
3498
Astronics
ATRO
$4.61B
| $3.77M | ﹤0.01% |
283,687
+172,142
| +154% | +$2.53M |
|
3499
BNY Mellon Concentrated International ETF
BKCI
$134M
| $3.75M | ﹤0.01% |
78,923
+11,067
| +16% | +$559K |
|
3500
CALL
Signet Jewelers
SIG
$3.52B
| $3.75M | ﹤0.01% |
+46,500
| New | +$4.33M |
|
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.