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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
LAMR icon
726
Lamar Advertising Co
LAMR
$15.7B
$166M 0.01%
1,367,403
-130,299
-9% -$17M
KHC icon
727
Kraft Heinz
KHC
$28.7B
$166M 0.01%
5,415,933
-758,017
-12% -$24.8M
BA icon
728
CALL
Boeing
BA
$182B
$166M 0.01%
936,900
+269,400
+40% +$42.3M
VLO icon
729
Valero Energy
VLO
$93.5B
$165M 0.01%
1,347,445
-619,962
-32% -$82.9M
COIN icon
730
PUT
Coinbase
COIN
$39.3B
$165M 0.01%
663,600
+290,200
+78% +$73.7M
CMI icon
731
Cummins
CMI
$87.9B
$164M 0.01%
470,729
-304,411
-39% -$107M
WPM icon
732
Wheaton Precious Metals
WPM
$62.2B
$164M 0.01%
2,914,474
+208,232
+8% +$12.9M
LII icon
733
Lennox International
LII
$14.7B
$164M 0.01%
268,842
+52,998
+25% +$33.1M
IGSB icon
734
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$164M 0.01%
3,162,566
+218,036
+7% +$11.3M
C icon
735
PUT
Citigroup
C
$232B
$162M 0.01%
2,305,900
+558,000
+32% +$37.6M
TOST icon
736
Toast
TOST
$19.5B
$162M 0.01%
4,445,063
-211,697
-5% -$7.44M
SGOV icon
737
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$162M 0.01%
1,614,951
-27,736
-2% -$2.79M
FIX icon
738
Comfort Systems
FIX
$61.6B
$162M 0.01%
380,896
+250,085
+191% +$110M
BZ icon
739
Kanzhun
BZ
$7.21B
$161M 0.01%
11,698,129
-2,474,364
-17% -$36.4M
KMB icon
740
Kimberly-Clark
KMB
$36B
$161M 0.01%
1,231,812
-159,026
-11% -$21.7M
MA icon
741
PUT
Mastercard
MA
$489B
$161M 0.01%
305,900
-55,000
-15% -$28.5M
MS icon
742
CALL
Morgan Stanley
MS
$346B
$161M 0.01%
1,279,500
-170,300
-12% -$21M
IWO icon
743
iShares Russell 2000 Growth ETF
IWO
$15B
$159M 0.01%
554,097
+58,538
+12% +$17.3M
ZM icon
744
Zoom
ZM
$30.5B
$159M 0.01%
1,948,961
+1,228,687
+171% +$96.6M
DECK icon
745
Deckers Outdoor
DECK
$12.7B
$157M 0.01%
775,182
-521,712
-40% -$94.3M
ABBV icon
746
PUT
AbbVie
ABBV
$441B
$157M 0.01%
883,800
+87,700
+11% +$16.1M
CPNG icon
747
Coupang
CPNG
$29.7B
$157M 0.01%
7,128,222
+16,388
+0.2% +$402K
OIH icon
748
VanEck Oil Services ETF
OIH
$1.96B
$156M 0.01%
576,041
-426,959
-43% -$123M
GE icon
749
CALL
GE Aerospace
GE
$379B
$156M 0.01%
934,850
-115,500
-11% -$20.6M
DEO icon
750
Diageo
DEO
$51.9B
$155M 0.01%
1,220,534
+103,540
+9% +$13.2M
28 29
30
31 32

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VPM
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Invesco
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Susquehanna International Group
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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.