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 | Miscellaneous | 24.61% |
| 2 | Technology | 23.17% |
| 3 | Financials | 10.12% |
| 4 | Consumer Discretionary | 9.84% |
| 5 | Healthcare | 7.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$11B
| $1.12B | 0.08% |
37,579,708
+18,467,267
| +97% | +$553M |
|
227
PUT
State Street Financial Select Sector SPDR ETF
XLF
$50.6B
| $1.12B | 0.08% |
23,149,600
+13,434,400
| +138% | +$650M |
|
228
Alibaba
BABA
$267B
| $1.1B | 0.08% |
12,994,223
-989,975
| -7% | -$93.5M |
|
229
Edwards Lifesciences
EW
$49.8B
| $1.1B | 0.08% |
14,851,827
+6,385,779
| +75% | +$447M |
|
230
AT&T
T
$167B
| $1.1B | 0.08% |
48,203,890
+14,606,619
| +43% | +$329M |
|
231
Caterpillar
CAT
$373B
| $1.1B | 0.08% |
3,019,087
+206,233
| +7% | +$80M |
|
232
Williams Companies
WMB
$83.1B
| $1.08B | 0.08% |
19,999,164
-5,982,883
| -23% | -$322M |
|
233
iShares National Muni Bond ETF
MUB
$45.6B
| $1.08B | 0.08% |
10,105,962
+407,750
| +4% | +$43.8M |
|
234
MetLife
MET
$59.8B
| $1.07B | 0.08% |
13,122,970
-6,818,831
| -34% | -$567M |
|
235
PUT
iShares Silver Trust
SLV
$29.3B
| $1.07B | 0.08% |
40,766,700
+19,923,500
| +96% | +$569M |
|
236
Danaher
DHR
$156B
| $1.07B | 0.08% |
4,659,361
-1,523,715
| -25% | -$374M |
|
237
JPMorgan Chase
JPM
$879B
| $1.06B | 0.08% |
4,432,760
-18,015
| -0.4% | -$4.2M |
|
238
Natera
NTRA
$59.6B
| $1.06B | 0.08% |
6,701,425
+2,069,396
| +45% | +$301M |
|
239
Vanguard Morningstar Total Stock Market ETF
VTI
$683B
| $1.06B | 0.08% |
3,652,467
+174,568
| +5% | +$50.9M |
|
240
Vanguard Ultra-Short Bond ETF
VUSB
$10.2B
| $1.05B | 0.08% |
21,226,142
+2,312,291
| +12% | +$115M |
|
241
Loews
L
$21.3B
| $1.04B | 0.08% |
12,332,502
-293,622
| -2% | -$24.2M |
|
242
Atlassian
TEAM
$45.4B
| $1.04B | 0.08% |
4,284,400
+1,806,042
| +73% | +$414M |
|
243
CALL
Amazon
AMZN
$2.69T
| $1.03B | 0.08% |
4,697,800
+1,358,100
| +41% | +$278M |
|
244
Sea Limited
SE
$59.6B
| $1.03B | 0.08% |
9,701,787
+1,719,082
| +22% | +$181M |
|
|
MRSH
245
Marsh
MRSH
$81.5B
| $1.02B | 0.08% |
4,809,597
+809,826
| +20% | +$180M |
|
246
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$20.4B
| $1.02B | 0.08% |
21,091,622
+1,806,098
| +9% | +$88.2M |
|
247
Marriott International
MAR
$92.7B
| $1.02B | 0.08% |
3,660,222
-229,187
| -6% | -$62.9M |
|
248
Ametek
AME
$56.8B
| $1.01B | 0.08% |
5,592,686
-1,392,664
| -20% | -$254M |
|
249
iShares Core US Aggregate Bond ETF
AGG
$136B
| $1.01B | 0.08% |
10,389,943
-1,556,122
| -13% | -$153M |
|
250
CALL
Tesla
TSLA
$1.4T
| $967M | 0.07% |
2,393,700
+276,900
| +13% | +$89.1M |
|
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 509 new, 3,351 increased, 2,466 reduced and 522 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 Miscellaneous at 25% of assets, up from 24% a quarter earlier, followed by Technology and Financials.
- 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 509 new positions and closed 522 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.