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 | |
|---|---|---|---|---|---|---|
|
CWBC
5376
Community West Bancshares
CWBC
$708M
| $149K | ﹤0.01% |
7,686
+306
| +4% | +$6.09K |
|
5377
CALL
Steel Dynamics
STLD
$36.7B
| $148K | ﹤0.01% |
+1,300
| New | +$173K |
|
|
XIFR
5378
XPLR Infrastructure LP
XIFR
$1.11B
| $147K | ﹤0.01% |
8,276
-101,268
| -92% | -$2.02M |
|
5379
Regional Management Corp
RM
$309M
| $147K | ﹤0.01% |
4,328
+95
| +2% | +$2.98K |
|
|
ASM
5380
Avino Silver & Gold Mines
ASM
$1.23B
| $147K | ﹤0.01% |
+166,591
| New | +$191K |
|
5381
Spire Global
SPIR
$540M
| $147K | ﹤0.01% |
10,428
+597
| +6% | +$7.29K |
|
5382
First Trust Financials AlphaDEX Fund
FXO
$1.15B
| $147K | ﹤0.01% |
2,709
-176
| -6% | -$9.64K |
|
5383
Cambria Shareholder Yield ETF
SYLD
$1.03B
| $146K | ﹤0.01% |
2,132
+2,127
| +42,540% | +$154K |
|
5384
Adicet Bio
ACET
$78.4M
| $145K | ﹤0.01% |
9,405
+4,383
| +87% | +$82.7K |
|
5385
Pulse Biosciences
PLSE
$3.18B
| $145K | ﹤0.01% |
8,309
+359
| +5% | +$6.33K |
|
5386
Nerdy
NRDY
$90.4M
| $145K | ﹤0.01% |
89,285
+55,735
| +166% | +$69.1K |
|
5387
Aptus Collared Investment Opportunity ETF
ACIO
$2.44B
| $145K | ﹤0.01% |
3,593
-1,582
| -31% | -$64.1K |
|
|
ZK
5388
DELISTED
Zeekr
ZK
| $145K | ﹤0.01% |
+5,092
| New | +$130K |
|
|
AEVA
5389
Aeva Technologies
AEVA
$1.62B
| $144K | ﹤0.01% |
30,211
-2,153
| -7% | -$8.72K |
|
|
ADVM
5390
DELISTED
Adverum Biotechnologies
ADVM
| $143K | ﹤0.01% |
30,664
+21,274
| +227% | +$143K |
|
5391
AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF
FLJJ
$8.62M
| $143K | ﹤0.01% |
4,965
+4,802
| +2,946% | +$136K |
|
5392
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.69B
| $142K | ﹤0.01% |
8,694
+6,538
| +303% | +$108K |
|
5393
Energy Vault
NRGV
$687M
| $142K | ﹤0.01% |
62,407
-10,920
| -15% | -$18.1K |
|
5394
Teucrium Corn Fund
CORN
$171M
| $142K | ﹤0.01% |
7,575
-100
| -1% | -$1.81K |
|
5395
Drilling Tools International
DTI
$90M
| $142K | ﹤0.01% |
43,441
+23,200
| +115% | +$79.8K |
|
5396
ProQR Therapeutics
PRQR
$271M
| $142K | ﹤0.01% |
53,423
+53,123
| +17,708% | +$169K |
|
5397
CALL
Moderna
MRNA
$25.3B
| $141K | ﹤0.01% |
3,400
-200
| -6% | -$9.56K |
|
5398
Aptus Behavioral Momentum ETF
ADME
$308M
| $141K | ﹤0.01% |
3,015
-31
| -1% | -$1.46K |
|
5399
AllianzIM U.S. Equity Buffer20 Apr ETF
APRW
$202M
| $141K | ﹤0.01% |
4,290
-9,675
| -69% | -$316K |
|
5400
Lufax Holding
LU
$1.3B
| $140K | ﹤0.01% |
58,759
-4,476
| -7% | -$12.4K |
|
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.