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 | |
|---|---|---|---|---|---|---|
4376
EverQuote
EVER
$861M
| $1.12M | ﹤0.01% |
56,249
-329,380
| -85% | -$6.22M |
|
4377
Liberty Media Series A
FWONA
$23.9B
| $1.12M | ﹤0.01% |
13,358
-669
| -5% | -$52K |
|
4378
CALL
Corning
GLW
$143B
| $1.12M | ﹤0.01% |
23,600
-65,900
| -74% | -$3.12M |
|
4379
PUT
Archer Aviation
ACHR
$5.1B
| $1.12M | ﹤0.01% |
114,800
+114,700
| +114,700% | +$637K |
|
4380
AMN Healthcare
AMN
$1.34B
| $1.12M | ﹤0.01% |
46,763
-103,302
| -69% | -$3.28M |
|
4381
Phathom Pharmaceuticals
PHAT
$775M
| $1.11M | ﹤0.01% |
136,907
+1,476
| +1% | +$18.3K |
|
4382
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.7B
| $1.11M | ﹤0.01% |
18,510
+17,878
| +2,829% | +$1.05M |
|
4383
Takeda Pharmaceutical
TAK
$56.3B
| $1.11M | ﹤0.01% |
83,826
+40,721
| +94% | +$559K |
|
|
MRSN
4384
PUT
DELISTED
Mersana Therapeutics
MRSN
| $1.11M | ﹤0.01% |
+31,000
| New | +$1.6M |
|
4385
CALL
Pan American Silver
PAAS
$19.7B
| $1.1M | ﹤0.01% |
62,000
-8,200
| -12% | -$183K |
|
4386
Liberty Broadband Class A
LBRDA
$5.21B
| $1.1M | ﹤0.01% |
14,857
+279
| +2% | +$23.1K |
|
4387
Revolve Group
RVLV
$1.68B
| $1.1M | ﹤0.01% |
32,987
-316,683
| -91% | -$9.81M |
|
4388
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.35B
| $1.1M | ﹤0.01% |
9,495
+5,574
| +142% | +$666K |
|
4389
E.W. Scripps
SSP
$320M
| $1.1M | ﹤0.01% |
497,862
+403,691
| +429% | +$932K |
|
4390
Nektar Therapeutics
NKTR
$2.49B
| $1.1M | ﹤0.01% |
78,866
+17,979
| +30% | +$317K |
|
|
XHYI
4391
DELISTED
BondBloxx USD High Yield Bond Industrial Sector ETF
XHYI
| $1.1M | ﹤0.01% |
29,076
-421
| -1% | -$16.1K |
|
4392
PUT
Viatris
VTRS
$18.6B
| $1.09M | ﹤0.01% |
87,900
| – | – |
|
|
GPMT
4393
Granite Point Mortgage Trust
GPMT
$57.4M
| $1.09M | ﹤0.01% |
391,394
+110,143
| +39% | +$347K |
|
4394
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$257M
| $1.09M | ﹤0.01% |
27,622
+15,960
| +137% | +$688K |
|
4395
ACNB Corp
ACNB
$660M
| $1.09M | ﹤0.01% |
27,362
+16,214
| +145% | +$718K |
|
4396
PUT
Moody's
MCO
$84B
| $1.09M | ﹤0.01% |
2,300
| – | – |
|
4397
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.93B
| $1.09M | ﹤0.01% |
59,279
-122,482
| -67% | -$2.27M |
|
4398
ORIX
IX
$43.6B
| $1.09M | ﹤0.01% |
51,165
+14,400
| +39% | +$316K |
|
|
TSMX
4399
Direxion Daily TSM Bull 2X ETF
TSMX
$671M
| $1.08M | ﹤0.01% |
+36,600
| New | +$1.08M |
|
4400
iShares MSCI Germany ETF
EWG
$1.68B
| $1.08M | ﹤0.01% |
34,032
-206
| -0.6% | -$6.7K |
|
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.