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JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.56T
1-Year Est. Return 27.86%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+3.25%
1 Year Est. Return
+27.86%
3 Year Est. Return
+90.49%
5 Year Est. Return
+115.47%
10 Year Est. Return
+472.96%
AUM
$1.34T
AUM Growth
+$27B
Cap. Flow
+$6.32B
Cap. Flow %
0.47%
Top 10 Hldgs %
24.3%
Holding
7,917
New
510
Increased
3,353
Reduced
2,466
Closed
523

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$3.21B
2
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.24B
3
DIS icon
Walt Disney
DIS
+$2.18B
4
WMT icon
Walmart Inc
WMT
+$1.96B
5
MCD icon
McDonald's
MCD
+$1.91B

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$2.77B
2
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$2.64B
3
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$2.5B
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$2.23B
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.06B

Sector Composition

Rank Sector Weight
1 Technology 23.17%
2 Financials 10.11%
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
AAON icon
476
Aaon
AAON
$7.03B
$351M 0.03%
2,984,178
-276,348
-8% -$33.9M
INVH icon
477
Invitation Homes
INVH
$17.7B
$350M 0.03%
10,949,043
+4,661,213
+74% +$156M
INDA icon
478
iShares MSCI India ETF
INDA
$6.6B
$350M 0.03%
6,639,889
+2,929,690
+79% +$161M
ZTS icon
479
Zoetis
ZTS
$31.1B
$348M 0.03%
2,136,758
-779,781
-27% -$139M
SMH icon
480
VanEck Semiconductor ETF
SMH
$70.6B
$348M 0.03%
1,437,381
+133,724
+10% +$33.2M
GIS icon
481
General Mills
GIS
$20.2B
$348M 0.03%
5,457,837
-250,386
-4% -$16.8M
WMG icon
482
Warner Music
WMG
$13.1B
$347M 0.03%
11,199,012
+2,444,508
+28% +$78.2M
VOX icon
483
Vanguard Communication Services ETF
VOX
$5.82B
$346M 0.03%
2,235,777
-59,529
-3% -$9.09M
AZN icon
484
AstraZeneca
AZN
$246B
$344M 0.03%
2,623,817
-37,527
-1% -$5.25M
IQV icon
485
IQVIA
IQV
$40.1B
$343M 0.03%
1,746,480
-99,231
-5% -$20.9M
OKE icon
486
Oneok
OKE
$57.7B
$343M 0.03%
3,416,400
-883,210
-21% -$90.3M
PBR.A icon
487
Petrobras Class A
PBR.A
$103B
$343M 0.03%
28,958,086
-1,583,929
-5% -$20.3M
GDDY icon
488
GoDaddy
GDDY
$11.5B
$341M 0.03%
1,729,063
-210,136
-11% -$38.4M
MSCI icon
489
MSCI
MSCI
$40.8B
$341M 0.03%
567,834
+31,623
+6% +$19M
QQQ icon
490
CALL
Invesco QQQ Trust
QQQ
$478B
$340M 0.03%
664,600
-1,873,800
-74% -$948M
KIM icon
491
Kimco Realty
KIM
$16.1B
$339M 0.03%
14,489,518
-3,879,024
-21% -$94M
URA icon
492
Global X Uranium ETF
URA
$6.3B
$338M 0.03%
12,623,632
-762,232
-6% -$23.3M
DXCM icon
493
DexCom
DXCM
$33.8B
$338M 0.03%
4,341,379
-1,208,929
-22% -$89.5M
SLB icon
494
SLB Ltd
SLB
$79.7B
$336M 0.03%
8,774,626
+2,338,402
+36% +$98.2M
KR icon
495
Kroger
KR
$34.5B
$333M 0.02%
5,450,496
-714,359
-12% -$41.9M
EPP icon
496
iShares MSCI Pacific ex Japan ETF
EPP
$2.26B
$333M 0.02%
7,604,162
-1,166,262
-13% -$54.5M
SAP icon
497
SAP
SAP
$242B
$332M 0.02%
1,346,506
+798,037
+146% +$190M
MSA icon
498
Mine Safety
MSA
$7.44B
$332M 0.02%
1,999,779
+173,210
+9% +$29.7M
LLY icon
499
PUT
Eli Lilly
LLY
$1.08T
$329M 0.02%
426,500
+66,700
+19% +$55.2M
EAGG icon
500
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.97B
$327M 0.02%
7,046,458
-176,166
-2% -$8.32M
18 19
20
21 22

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VPM
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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.