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 | |
|---|---|---|---|---|---|---|
3901
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.1B
| $2.28M | ﹤0.01% |
29,546
+4,831
| +20% | +$336K |
|
3902
Hingham Institution for Saving
HIFS
$680M
| $2.28M | ﹤0.01% |
8,980
+3,817
| +74% | +$1.01M |
|
3903
VistaGen Therapeutics
VTGN
$11.9M
| $2.28M | ﹤0.01% |
772,244
+772,228
| +4,826,425% | +$2.17M |
|
3904
Kelly Services Class A
KELYA
$558M
| $2.27M | ﹤0.01% |
162,987
+135,730
| +498% | +$2.29M |
|
3905
Kearny Financial
KRNY
$605M
| $2.26M | ﹤0.01% |
319,722
+80,033
| +33% | +$602K |
|
3906
State Street SPDR S&P Pharmaceuticals ETF
XPH
$518M
| $2.26M | ﹤0.01% |
52,640
+48,197
| +1,085% | +$2.19M |
|
3907
PUT
Zscaler
ZS
$29.7B
| $2.26M | ﹤0.01% |
12,500
| – | – |
|
3908
Innovator US Equity Power Buffer ETF January
PJAN
$1.43B
| $2.25M | ﹤0.01% |
53,365
-1,204
| -2% | -$50.3K |
|
3909
IQ MacKay Municipal Intermediate ETF
MMIT
$1.48B
| $2.25M | ﹤0.01% |
93,827
+2,981
| +3% | +$72.4K |
|
3910
Allient
ALNT
$1.89B
| $2.25M | ﹤0.01% |
92,737
+3,733
| +4% | +$82.4K |
|
3911
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.38B
| $2.25M | ﹤0.01% |
23,522
+670
| +3% | +$66.3K |
|
3912
CALL
Unity
U
$20.4B
| $2.25M | ﹤0.01% |
100,000
+49,100
| +96% | +$1.09M |
|
|
MOFG
3913
DELISTED
MidWestOne Financial Group
MOFG
| $2.25M | ﹤0.01% |
77,150
+33,720
| +78% | +$1.03M |
|
3914
MidCap Financial Investment
MFIC
$803M
| $2.24M | ﹤0.01% |
166,230
+24,590
| +17% | +$334K |
|
3915
PUT
Upstart Holdings
UPST
$2.96B
| $2.24M | ﹤0.01% |
36,400
+16,400
| +82% | +$1.02M |
|
3916
Resources Connection
RGP
$145M
| $2.23M | ﹤0.01% |
261,688
+173,333
| +196% | +$1.46M |
|
3917
CALL
TKO Group
TKO
$14.7B
| $2.23M | ﹤0.01% |
15,700
+12,100
| +336% | +$1.58M |
|
3918
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$456M
| $2.23M | ﹤0.01% |
80,523
+729
| +0.9% | +$20.2K |
|
3919
Grindr
GRND
$2.78B
| $2.23M | ﹤0.01% |
124,731
-107,612
| -46% | -$1.57M |
|
3920
Westlake Chemical Partners
WLKP
$765M
| $2.22M | ﹤0.01% |
95,991
-2,446
| -2% | -$56.1K |
|
|
TBCH
3921
Turtle Beach Corp
TBCH
$228M
| $2.22M | ﹤0.01% |
128,205
+18,198
| +17% | +$298K |
|
|
LSEA
3922
DELISTED
Landsea Homes
LSEA
| $2.22M | ﹤0.01% |
261,342
-132,594
| -34% | -$1.43M |
|
3923
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.35B
| $2.22M | ﹤0.01% |
84,673
-91,327
| -52% | -$2.48M |
|
|
ONC
3924
CALL
BeOne Medicines Ltd
ONC
$39.3B
| $2.22M | ﹤0.01% |
+12,000
| New | +$2.45M |
|
|
ONC
3925
PUT
BeOne Medicines Ltd
ONC
$39.3B
| $2.22M | ﹤0.01% |
+12,000
| New | +$2.45M |
|
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.