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 | 10.11% |
| 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 | |
|---|---|---|---|---|---|---|
1276
Wolverine World Wide
WWW
$1.48B
| $53.9M | ﹤0.01% |
2,425,858
+998,916
| +70% | +$20.1M |
|
1277
iShares Morningstar Small-Cap Growth ETF
ISCG
$1.02B
| $53.8M | ﹤0.01% |
1,087,416
+2,951
| +0.3% | +$150K |
|
1278
PUT
Advanced Micro Devices
AMD
$788B
| $53.7M | ﹤0.01% |
444,300
-71,100
| -14% | -$10.2M |
|
1279
Coca-Cola Femsa
KOF
$23.1B
| $53.5M | ﹤0.01% |
687,354
-109,220
| -14% | -$9M |
|
1280
Dimensional US Core Equity 2 ETF
DFAC
$49.6B
| $53.5M | ﹤0.01% |
1,545,685
+17,651
| +1% | +$622K |
|
1281
PUT
Blackstone
BX
$110B
| $53.3M | ﹤0.01% |
309,300
+101,700
| +49% | +$17.7M |
|
1282
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$20B
| $53.3M | ﹤0.01% |
210,156
+6,470
| +3% | +$1.67M |
|
1283
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
| $53.2M | ﹤0.01% |
528,778
+16,338
| +3% | +$1.65M |
|
1284
Xenon Pharmaceuticals
XENE
$6.31B
| $53.2M | ﹤0.01% |
1,356,895
+380,112
| +39% | +$15.7M |
|
1285
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
| $53.1M | ﹤0.01% |
425,183
+34,011
| +9% | +$4.34M |
|
1286
JPMorgan US Quality Factor ETF
JQUA
$8.57B
| $53.1M | ﹤0.01% |
927,382
-249,917
| -21% | -$14.5M |
|
1287
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
| $53M | ﹤0.01% |
579,545
+90,879
| +19% | +$8.32M |
|
1288
iShares US Real Estate ETF
IYR
$4.52B
| $52.9M | ﹤0.01% |
568,030
+154,705
| +37% | +$15.2M |
|
1289
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $52.7M | ﹤0.01% |
670,644
-1,171,842
| -64% | -$93M |
|
1290
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.9B
| $52.7M | ﹤0.01% |
1,543,722
+27,744
| +2% | +$993K |
|
1291
Alkami Technology
ALKT
$2.16B
| $52.6M | ﹤0.01% |
1,435,370
+1,055,828
| +278% | +$39.4M |
|
1292
Azenta
AZTA
$1.47B
| $52.6M | ﹤0.01% |
1,052,414
+281,196
| +36% | +$12.8M |
|
1293
Viking Holdings
VIK
$46.5B
| $52.5M | ﹤0.01% |
1,191,731
+1,070,589
| +884% | +$45.4M |
|
1294
Agilysys
AGYS
$3.03B
| $52.5M | ﹤0.01% |
398,508
+350,441
| +729% | +$42.9M |
|
1295
PUT
Carvana
CVNA
$79.7B
| $52.5M | ﹤0.01% |
1,290,500
+380,500
| +42% | +$17.1M |
|
|
1296
PUT
Walt Disney
DIS
$178B
| $52.4M | ﹤0.01% |
470,900
+160,000
| +51% | +$16.8M |
|
1297
Skyworks Solutions
SWKS
$10.5B
| $52.2M | ﹤0.01% |
588,675
-1,505,989
| -72% | -$137M |
|
1298
Unum
UNM
$14.5B
| $52M | ﹤0.01% |
711,866
+88,142
| +14% | +$6.08M |
|
1299
Range Resources
RRC
$9.39B
| $51.9M | ﹤0.01% |
1,442,848
-136,731
| -9% | -$4.52M |
|
1300
WIX.com
WIX
$2.88B
| $51.9M | ﹤0.01% |
241,956
+113,599
| +89% | +$21.7M |
|
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.