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 | |
|---|---|---|---|---|---|---|
1451
Winnebago Industries
WGO
$929M
| $40.7M | ﹤0.01% |
852,586
-2,921
| -0.3% | -$166K |
|
1452
Plexus
PLXS
$7.21B
| $40.5M | ﹤0.01% |
258,824
+154,003
| +147% | +$23.5M |
|
1453
Sprott Uranium Miners ETF
URNM
$2.01B
| $40.3M | ﹤0.01% |
1,000,637
-19,850
| -2% | -$924K |
|
1454
iShares MSCI South Africa ETF
EZA
$561M
| $40.2M | ﹤0.01% |
959,055
-180,165
| -16% | -$8.65M |
|
|
BECN
1455
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $40.1M | ﹤0.01% |
395,121
+38,199
| +11% | +$3.85M |
|
1456
First Watch Restaurant Group
FWRG
$798M
| $39.8M | ﹤0.01% |
2,141,209
+154,784
| +8% | +$2.73M |
|
1457
Solventum
SOLV
$14.6B
| $39.8M | ﹤0.01% |
602,949
+3,665
| +0.6% | +$257K |
|
1458
Everest Group
EG
$14B
| $39.8M | ﹤0.01% |
109,775
+31,306
| +40% | +$11.7M |
|
1459
Jacobs Solutions
J
$16.8B
| $39.7M | ﹤0.01% |
300,172
-137,913
| -31% | -$19M |
|
1460
PUT
Occidental Petroleum
OXY
$57.7B
| $39.7M | ﹤0.01% |
802,600
-17,300
| -2% | -$874K |
|
1461
PBF Energy
PBF
$8.45B
| $39.6M | ﹤0.01% |
1,492,573
+562,287
| +60% | +$17.1M |
|
1462
PUT
Cigna
CI
$73.6B
| $39.4M | ﹤0.01% |
142,700
-23,500
| -14% | -$7.49M |
|
1463
H.B. Fuller
FUL
$3.25B
| $39.4M | ﹤0.01% |
583,842
+67,310
| +13% | +$5.05M |
|
1464
BellRing Brands
BRBR
$1.27B
| $39.3M | ﹤0.01% |
522,151
-30,793
| -6% | -$2.19M |
|
1465
CALL
Coherent
COHR
$67.7B
| $39.2M | ﹤0.01% |
414,200
-58,100
| -12% | -$5.81M |
|
|
BERY
1466
DELISTED
Berry Global Group, Inc.
BERY
| $39.2M | ﹤0.01% |
605,772
+140,241
| +30% | +$9.26M |
|
1467
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.75B
| $39.1M | ﹤0.01% |
681,814
-5,246
| -0.8% | -$307K |
|
1468
OGE Energy
OGE
$9.74B
| $39.1M | ﹤0.01% |
947,332
-73,623
| -7% | -$3.06M |
|
1469
Pinnacle West Capital
PNW
$12.3B
| $39.1M | ﹤0.01% |
460,967
-228,978
| -33% | -$20.3M |
|
1470
PUT
Vale
VALE
$59.3B
| $39M | ﹤0.01% |
4,400,000
+2,050,000
| +87% | +$20.9M |
|
1471
RLJ Lodging Trust
RLJ
$1.66B
| $39M | ﹤0.01% |
3,815,987
-1,350,606
| -26% | -$13.1M |
|
1472
Invesco S&P 500 Top 50 ETF
XLG
$11B
| $38.8M | ﹤0.01% |
776,515
+52,837
| +7% | +$2.6M |
|
1473
Vanguard Russell 1000 Value ETF
VONV
$22.1B
| $38.8M | ﹤0.01% |
477,351
+45,329
| +10% | +$3.82M |
|
|
SKX
1474
DELISTED
Skechers
SKX
| $38.8M | ﹤0.01% |
576,399
+104,222
| +22% | +$6.76M |
|
1475
CALL
Peloton Interactive
PTON
$2.39B
| $38.7M | ﹤0.01% |
4,453,400
+253,400
| +6% | +$1.97M |
|
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.