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 | |
|---|---|---|---|---|---|---|
4176
Sprott Junior Uranium Miners ETF
URNJ
$360M
| $1.54M | ﹤0.01% |
83,068
+1,755
| +2% | +$39.7K |
|
4177
iShares North American Natural Resources ETF
IGE
$792M
| $1.54M | ﹤0.01% |
36,111
+5,696
| +19% | +$258K |
|
4178
FS Bancorp
FSBW
$323M
| $1.54M | ﹤0.01% |
37,536
+19,509
| +108% | +$871K |
|
4179
Advantage Solutions
ADV
$420M
| $1.53M | ﹤0.01% |
21,019
+8,084
| +62% | +$660K |
|
4180
Chegg
CHGG
$87.5M
| $1.53M | ﹤0.01% |
952,012
+133,441
| +16% | +$246K |
|
4181
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$892M
| $1.53M | ﹤0.01% |
34,943
-9,368
| -21% | -$424K |
|
4182
Evolus
EOLS
$538M
| $1.53M | ﹤0.01% |
138,149
-31,777
| -19% | -$447K |
|
4183
Leslie's
LESL
$6.04M
| $1.52M | ﹤0.01% |
34,171
+4,825
| +16% | +$256K |
|
4184
Banco Bradesco
BBD
$34.2B
| $1.52M | ﹤0.01% |
797,387
+522,597
| +190% | +$1.22M |
|
4185
AnaptysBio
ANAB
$1.73B
| $1.52M | ﹤0.01% |
114,939
+81,195
| +241% | +$1.97M |
|
4186
iShares Yield Optimized Bond ETF
BYLD
$442M
| $1.52M | ﹤0.01% |
68,527
+7,505
| +12% | +$169K |
|
4187
Vestis
VSTS
$1.76B
| $1.52M | ﹤0.01% |
99,607
-33,972
| -25% | -$511K |
|
4188
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.89B
| $1.5M | ﹤0.01% |
34,190
-310,706
| -90% | -$14.4M |
|
4189
iShares Emerging Markets Dividend ETF
DVYE
$1.21B
| $1.5M | ﹤0.01% |
58,111
-17,641
| -23% | -$489K |
|
|
HSAI
4190
Hesai Group
HSAI
$2.86B
| $1.49M | ﹤0.01% |
+108,083
| New | +$761K |
|
4191
Kymera Therapeutics
KYMR
$9.76B
| $1.49M | ﹤0.01% |
37,065
-103,426
| -74% | -$4.67M |
|
4192
iShares US Utilities ETF
IDU
$1.38B
| $1.49M | ﹤0.01% |
15,489
+5,484
| +55% | +$553K |
|
4193
Ouster
OUST
$3.51B
| $1.49M | ﹤0.01% |
121,934
+103,135
| +549% | +$907K |
|
4194
nLIGHT
LASR
$3.03B
| $1.49M | ﹤0.01% |
142,023
-1,004,982
| -88% | -$11.2M |
|
4195
Dimensional Emerging Markets Value ETF
DFEV
$2.1B
| $1.49M | ﹤0.01% |
56,820
+3,268
| +6% | +$89.6K |
|
4196
Tecnoglass Holdings
TGLS
$1.86B
| $1.49M | ﹤0.01% |
18,727
-510
| -3% | -$38.8K |
|
4197
CALL
On Holding
ONON
$10.8B
| $1.48M | ﹤0.01% |
+27,100
| New | +$1.44M |
|
4198
York Water
YORW
$541M
| $1.48M | ﹤0.01% |
45,325
+14,957
| +49% | +$533K |
|
4199
Columbia Financial
CLBK
$1.23B
| $1.48M | ﹤0.01% |
93,330
+61,369
| +192% | +$1.06M |
|
4200
Riley Exploration Permian
REPX
$800M
| $1.47M | ﹤0.01% |
46,172
+21,242
| +85% | +$655K |
|
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.