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 | |
|---|---|---|---|---|---|---|
4576
Princeton Bancorp
BPRN
$296M
| $821K | ﹤0.01% |
23,847
+9,279
| +64% | +$340K |
|
4577
Spyre Therapeutics
SYRE
$9.14B
| $821K | ﹤0.01% |
35,248
+5,775
| +20% | +$169K |
|
4578
CALL
KLA
KLAC
$266B
| $819K | ﹤0.01% |
13,000
-3,000
| -19% | -$203K |
|
4579
CALL
Crown Holdings
CCK
$12.9B
| $819K | ﹤0.01% |
9,900
| – | – |
|
|
NVNO
4580
enVVeno Medical
NVNO
$7.5M
| $816K | ﹤0.01% |
+7,715
| New | +$862K |
|
4581
iShares Short Maturity Bond ETF
NEAR
$4.88B
| $815K | ﹤0.01% |
16,140
-25,416
| -61% | -$1.29M |
|
4582
Fidelity High Yield Factor ETF
FDHY
$585M
| $814K | ﹤0.01% |
16,873
+4,408
| +35% | +$215K |
|
4583
WPP
WPP
$5.8B
| $808K | ﹤0.01% |
15,729
+10,197
| +184% | +$539K |
|
4584
WisdomTree Managed Futures Strategy Fund
WTMF
$251M
| $808K | ﹤0.01% |
23,145
+1,981
| +9% | +$70.4K |
|
4585
ATN International
ATNI
$488M
| $808K | ﹤0.01% |
48,064
+11,647
| +32% | +$272K |
|
4586
QuantumScape Corp
QS
$3.81B
| $806K | ﹤0.01% |
155,316
-8,471
| -5% | -$44.5K |
|
4587
PUT
Constellation Energy
CEG
$100B
| $805K | ﹤0.01% |
3,600
+3,300
| +1,100% | +$823K |
|
4588
Indivior Pharmaceuticals
INDV
$4.6B
| $805K | ﹤0.01% |
64,790
-376,955
| -85% | -$3.88M |
|
4589
Gerdau
GGB
$9.3B
| $800K | ﹤0.01% |
277,784
+125,099
| +82% | +$413K |
|
4590
iShares Mortgage Real Estate ETF
REM
$546M
| $797K | ﹤0.01% |
37,347
+6,036
| +19% | +$137K |
|
|
RERE
4591
ATRenew
RERE
$1.01B
| $796K | ﹤0.01% |
276,346
-17,841
| -6% | -$49.6K |
|
4592
CALL
Wingstop
WING
$3.44B
| $796K | ﹤0.01% |
2,800
-400
| -13% | -$136K |
|
4593
VanEck Morningstar International Moat ETF
MOTI
$76.3M
| $795K | ﹤0.01% |
26,257
-14,633
| -36% | -$481K |
|
4594
NRC Health Common Stock
NRC
$469M
| $787K | ﹤0.01% |
44,602
+27,408
| +159% | +$520K |
|
4595
Telefônica Brasil
VIV
$18.2B
| $787K | ﹤0.01% |
104,183
+40,665
| +64% | +$362K |
|
4596
Bumble
BMBL
$358M
| $786K | ﹤0.01% |
96,601
-35,253
| -27% | -$272K |
|
4597
Kaltura
KLTR
$249M
| $786K | ﹤0.01% |
357,328
+196,344
| +122% | +$358K |
|
|
MCHB
4598
Mechanics Bancorp
MCHB
$3.78B
| $786K | ﹤0.01% |
68,817
+45,003
| +189% | +$557K |
|
|
UPB
4599
Upstream Bio Inc
UPB
$387M
| $786K | ﹤0.01% |
+47,792
| New | +$1.07M |
|
4600
Ameresco
AMRC
$1.48B
| $784K | ﹤0.01% |
33,372
-2,048
| -6% | -$59.2K |
|
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.