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 | |
|---|---|---|---|---|---|---|
251
Energy Transfer Partners
ET
$68.1B
| $961M | 0.07% |
49,050,193
+19,837,944
| +68% | +$351M |
|
252
iShares 1-3 Year Treasury Bond ETF
SHY
$26.3B
| $946M | 0.07% |
11,544,623
+3,731,847
| +48% | +$307M |
|
253
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
| $935M | 0.07% |
9,663,156
+787,017
| +9% | +$75M |
|
254
CrowdStrike
CRWD
$271B
| $935M | 0.07% |
10,932,696
-3,840,464
| -26% | -$319M |
|
255
Becton Dickinson
BDX
$48.8B
| $932M | 0.07% |
4,108,263
+90,052
| +2% | +$20.8M |
|
256
Public Storage
PSA
$52.8B
| $926M | 0.07% |
3,092,461
-1,347,886
| -30% | -$447M |
|
257
Robinhood
HOOD
$101B
| $911M | 0.07% |
24,459,008
+4,900,083
| +25% | +$158M |
|
258
S&P Global
SPGI
$116B
| $911M | 0.07% |
1,828,868
+29,649
| +2% | +$15M |
|
259
FedEx
FDX
$67.5B
| $909M | 0.07% |
3,230,106
-1,643,362
| -34% | -$459M |
|
260
PUT
iShares Morningstar Value ETF
ILCV
$1.32B
| $906M | 0.07% |
11,521,100
-74,500
| -0.6% | -$6.18M |
|
261
Cencora
COR
$57.3B
| $899M | 0.07% |
4,003,056
-124,630
| -3% | -$29.3M |
|
262
BlackRock US Equity Factor Rotation ETF
DYNF
$41.7B
| $894M | 0.07% |
17,453,575
+3,816,369
| +28% | +$196M |
|
263
Yum China
YUMC
$13.9B
| $894M | 0.07% |
18,549,131
+396,949
| +2% | +$18.8M |
|
264
Vanguard S&P 500 Growth ETF
VOOG
$27.6B
| $890M | 0.07% |
14,593,434
-184,518
| -1% | -$11.1M |
|
265
CALL
Alphabet (Google) Class A
GOOGL
$4.21T
| $889M | 0.07% |
4,696,300
+3,871,400
| +469% | +$677M |
|
266
Kinder Morgan
KMI
$67.1B
| $881M | 0.07% |
32,168,679
-6,346,462
| -16% | -$165M |
|
267
HCA Healthcare
HCA
$92.4B
| $877M | 0.07% |
2,921,064
+503,775
| +21% | +$176M |
|
268
ON Semiconductor
ON
$29.9B
| $868M | 0.06% |
13,770,260
+1,557,483
| +13% | +$107M |
|
269
SBA Communications
SBAC
$17B
| $868M | 0.06% |
4,258,116
+3,656
| +0.1% | +$823K |
|
270
Vanguard Real Estate ETF
VNQ
$35.4B
| $855M | 0.06% |
9,596,796
-382,220
| -4% | -$36.1M |
|
271
Cadence Design Systems
CDNS
$90.9B
| $847M | 0.06% |
2,818,126
+126,578
| +5% | +$36.8M |
|
272
iShares Russell 2000 ETF
IWM
$75.8B
| $836M | 0.06% |
3,781,446
-531,958
| -12% | -$121M |
|
273
T-Mobile US
TMUS
$175B
| $831M | 0.06% |
3,762,586
-4,421,331
| -54% | -$1.01B |
|
274
First Citizens BancShares
FCNCA
$23.3B
| $829M | 0.06% |
392,097
+103,137
| +36% | +$216M |
|
275
Regency Centers
REG
$13.2B
| $824M | 0.06% |
11,141,771
+51,424
| +0.5% | +$3.76M |
|
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.