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 | |
|---|---|---|---|---|---|---|
4001
John Hancock Multifactor Mid Cap ETF
JHMM
$6.2B
| $2.03M | ﹤0.01% |
34,042
-1,253
| -4% | -$77.3K |
|
4002
CALL
Air Products & Chemicals
APD
$68.8B
| $2.03M | ﹤0.01% |
7,000
-9,500
| -58% | -$2.98M |
|
|
SRDX
4003
DELISTED
Surmodics
SRDX
| $2.02M | ﹤0.01% |
50,990
+8,520
| +20% | +$331K |
|
|
MCW
4004
DELISTED
Mister Car Wash
MCW
| $2.02M | ﹤0.01% |
276,533
+159,358
| +136% | +$1.16M |
|
|
SVM
4005
Silvercorp Metals
SVM
$2.66B
| $2.01M | ﹤0.01% |
670,916
+52,901
| +9% | +$209K |
|
4006
PUT
Glaukos
GKOS
$10.9B
| $2.01M | ﹤0.01% |
+13,400
| New | +$1.85M |
|
4007
CALL
AB InBev
BUD
$157B
| $2M | ﹤0.01% |
40,000
| – | – |
|
|
OBDE
4008
DELISTED
Blue Owl Capital Corporation III
OBDE
| $2M | ﹤0.01% |
+138,870
| New | +$2.04M |
|
4009
iShares MSCI Sweden ETF
EWD
$587M
| $1.99M | ﹤0.01% |
53,429
+144
| +0.3% | +$5.71K |
|
4010
Global X Lithium & Battery Tech ETF
LIT
$1.61B
| $1.99M | ﹤0.01% |
48,896
+16,765
| +52% | +$739K |
|
|
VSTA
4011
DELISTED
Vasta Platform
VSTA
| $1.99M | ﹤0.01% |
995,038
-636,487
| -39% | -$1.56M |
|
4012
PUT
Cleveland-Cliffs
CLF
$6.79B
| $1.99M | ﹤0.01% |
211,400
-128,400
| -38% | -$1.55M |
|
|
MSTU
4013
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$296M
| $1.99M | ﹤0.01% |
+26,137
| New | +$2.83M |
|
|
USAP
4014
DELISTED
Universal Stainless & Alloy
USAP
| $1.98M | ﹤0.01% |
45,074
-12,912
| -22% | -$558K |
|
4015
Anterix
ATEX
$1.79B
| $1.98M | ﹤0.01% |
64,692
+30,860
| +91% | +$1.03M |
|
4016
Dorian LPG
LPG
$2.03B
| $1.97M | ﹤0.01% |
80,904
-116,670
| -59% | -$3.26M |
|
4017
WisdomTree Voya Yield Enhanced USD Universal Bond Fund
UNIY
$1.33B
| $1.97M | ﹤0.01% |
41,041
-3,614
| -8% | -$177K |
|
4018
Luxfer Holdings
LXFR
$457M
| $1.97M | ﹤0.01% |
150,150
+122,423
| +442% | +$1.67M |
|
|
FBRT
4019
Franklin BSP Realty Trust
FBRT
$670M
| $1.96M | ﹤0.01% |
156,515
+89,189
| +132% | +$1.15M |
|
4020
Delek US
DK
$4.01B
| $1.96M | ﹤0.01% |
105,888
-376,281
| -78% | -$6.74M |
|
4021
Mission Produce
AVO
$1.15B
| $1.95M | ﹤0.01% |
135,824
+83,961
| +162% | +$1.08M |
|
4022
Nuveen ESG Mid-Cap Growth ETF
NUMG
$374M
| $1.95M | ﹤0.01% |
41,187
-3,984
| -9% | -$190K |
|
4023
Richardson Electronics
RELL
$299M
| $1.95M | ﹤0.01% |
138,827
-13,255
| -9% | -$183K |
|
|
SLRN
4024
DELISTED
ACELYRIN
SLRN
| $1.94M | ﹤0.01% |
618,127
-232,534
| -27% | -$1.13M |
|
4025
Varex Imaging
VREX
$779M
| $1.94M | ﹤0.01% |
132,977
+55,977
| +73% | +$782K |
|
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.