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 | |
|---|---|---|---|---|---|---|
1626
Vericel Corp
VCEL
$2.26B
| $31.4M | ﹤0.01% |
571,194
+119,574
| +26% | +$6.05M |
|
1627
Eastern Bankshares
EBC
$5.37B
| $31.3M | ﹤0.01% |
1,815,393
+223,681
| +14% | +$3.91M |
|
1628
United Bankshares
UBSI
$6.69B
| $31.2M | ﹤0.01% |
830,774
+235,955
| +40% | +$9.29M |
|
1629
PUT
Airbnb
ABNB
$110B
| $31.2M | ﹤0.01% |
237,100
-38,900
| -14% | -$5.24M |
|
1630
Penumbra
PEN
$12.9B
| $31.1M | ﹤0.01% |
131,028
-253,114
| -66% | -$57.6M |
|
1631
PUT
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.12B
| $31.1M | ﹤0.01% |
235,000
+48,700
| +26% | +$1.42M |
|
1632
City Holding Co
CHCO
$2.07B
| $31.1M | ﹤0.01% |
262,243
+51,055
| +24% | +$6.31M |
|
1633
CALL
Dollar Tree
DLTR
$25B
| $31M | ﹤0.01% |
413,200
+287,900
| +230% | +$19.8M |
|
1634
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.9B
| $31M | ﹤0.01% |
622,215
+12,270
| +2% | +$671K |
|
1635
Wipro
WIT
$19.1B
| $31M | ﹤0.01% |
8,744,712
-3,611,936
| -29% | -$12.4M |
|
1636
Bruker
BRKR
$8.89B
| $30.8M | ﹤0.01% |
526,166
+306,282
| +139% | +$18.1M |
|
1637
InterContinental Hotels
IHG
$23.5B
| $30.8M | ﹤0.01% |
246,824
-73,462
| -23% | -$8.8M |
|
1638
Chord Energy
CHRD
$7.32B
| $30.8M | ﹤0.01% |
263,288
+8,455
| +3% | +$1.06M |
|
1639
JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB
$67.7M
| $30.7M | ﹤0.01% |
808,212
+772,244
| +2,147% | +$30.3M |
|
1640
Dycom Industries
DY
$12.5B
| $30.7M | ﹤0.01% |
176,572
+96,252
| +120% | +$17.8M |
|
1641
Prestige Consumer Healthcare
PBH
$2.44B
| $30.7M | ﹤0.01% |
393,474
+121,219
| +45% | +$9.41M |
|
1642
ZIM Integrated Shipping Services
ZIM
$3.27B
| $30.7M | ﹤0.01% |
1,430,361
-381,086
| -21% | -$8.38M |
|
1643
CALL
Regeneron Pharmaceuticals
REGN
$83.1B
| $30.7M | ﹤0.01% |
43,100
+1,000
| +2% | +$839K |
|
1644
AeroVironment
AVAV
$9.52B
| $30.6M | ﹤0.01% |
198,975
+160,390
| +416% | +$31.4M |
|
|
EFOR
1645
Everforth Inc
EFOR
$1.32B
| $30.6M | ﹤0.01% |
366,721
-99,008
| -21% | -$9.04M |
|
1646
CALL
Micron Technology
MU
$1.09T
| $30.6M | ﹤0.01% |
363,100
-60,600
| -14% | -$6.16M |
|
1647
iShares GNMA Bond ETF
GNMA
$432M
| $30.5M | ﹤0.01% |
711,431
-83,014
| -10% | -$3.62M |
|
1648
ArcBest
ARCB
$3.28B
| $30.4M | ﹤0.01% |
326,006
+104,499
| +47% | +$11M |
|
1649
EPR Properties
EPR
$4.77B
| $30.4M | ﹤0.01% |
685,542
+12,425
| +2% | +$569K |
|
1650
iShares MSCI Singapore ETF
EWS
$1.16B
| $30.3M | ﹤0.01% |
1,388,961
+539,857
| +64% | +$12M |
|
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.