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 | |
|---|---|---|---|---|---|---|
3626
PUT
Kimberly-Clark
KMB
$36.7B
| $3.28M | ﹤0.01% |
25,000
-115,000
| -82% | -$15.7M |
|
3627
Enovis
ENOV
$1.5B
| $3.27M | ﹤0.01% |
74,597
-115,926
| -61% | -$5.09M |
|
3628
PUT
ASML
ASML
$708B
| $3.26M | ﹤0.01% |
4,700
+3,300
| +236% | +$2.37M |
|
3629
Dave Inc
DAVE
$4.27B
| $3.25M | ﹤0.01% |
37,372
-11,796
| -24% | -$790K |
|
3630
Schwab Fundamental US Large Company Index ETF
FNDX
$27.6B
| $3.25M | ﹤0.01% |
137,073
+35,502
| +35% | +$861K |
|
3631
CALL
FIVE9
FIVN
$2.47B
| $3.24M | ﹤0.01% |
79,800
-400
| -0.5% | -$14.4K |
|
3632
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$2.09B
| $3.24M | ﹤0.01% |
113,220
-49,854
| -31% | -$1.46M |
|
3633
Amplitude
AMPL
$1.63B
| $3.24M | ﹤0.01% |
307,225
+223,175
| +266% | +$2.23M |
|
3634
PUT
Lam Research
LRCX
$416B
| $3.24M | ﹤0.01% |
44,800
+4,800
| +12% | +$364K |
|
3635
Heartland Express
HTLD
$989M
| $3.24M | ﹤0.01% |
288,375
+161,222
| +127% | +$1.9M |
|
3636
FIGS
FIGS
$2.44B
| $3.23M | ﹤0.01% |
521,826
-76,202
| -13% | -$444K |
|
3637
Excelerate Energy
EE
$1.15B
| $3.23M | ﹤0.01% |
106,707
+56,661
| +113% | +$1.53M |
|
|
3638
FIVE9
FIVN
$2.47B
| $3.22M | ﹤0.01% |
79,342
-511,298
| -87% | -$18.4M |
|
3639
Hyster-Yale Materials Handling
HY
$618M
| $3.22M | ﹤0.01% |
63,231
+39,415
| +165% | +$2.3M |
|
|
ACRE
3640
Ares Commercial Real Estate
ACRE
$262M
| $3.22M | ﹤0.01% |
545,967
+130,635
| +31% | +$880K |
|
3641
Metallus
MTUS
$904M
| $3.21M | ﹤0.01% |
227,343
+88,572
| +64% | +$1.34M |
|
3642
PUT
Wingstop
WING
$3.44B
| $3.21M | ﹤0.01% |
11,300
-2,300
| -17% | -$782K |
|
|
AVNS
3643
DELISTED
Avanos Medical
AVNS
| $3.21M | ﹤0.01% |
201,634
+132,063
| +190% | +$2.61M |
|
3644
argenx
ARGX
$53.3B
| $3.21M | ﹤0.01% |
5,218
-12,452
| -70% | -$7.3M |
|
|
CTO
3645
CTO Realty Growth
CTO
$825M
| $3.21M | ﹤0.01% |
162,645
+98,962
| +155% | +$1.95M |
|
3646
NerdWallet
NRDS
$629M
| $3.21M | ﹤0.01% |
241,020
+204,326
| +557% | +$2.73M |
|
3647
Alignment Healthcare
ALHC
$2.9B
| $3.2M | ﹤0.01% |
284,698
-3,521
| -1% | -$41.2K |
|
|
SHYF
3648
DELISTED
The Shyft Group
SHYF
| $3.2M | ﹤0.01% |
272,778
+96,177
| +54% | +$1.24M |
|
3649
Galicia Financial Group
GGAL
$6.97B
| $3.2M | ﹤0.01% |
51,358
-41,147
| -44% | -$2.26M |
|
3650
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.18B
| $3.19M | ﹤0.01% |
143,507
+14,818
| +12% | +$343K |
|
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.