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 | Held Since | |
|---|---|---|---|---|---|---|---|
3126
SharkNinja
SN
$25.7B
| $5.72M | ﹤0.01% |
58,784
-366,083
| -86% | -$37.4M |
2023 Q3
5 quarters
|
|
3127
Hippo Holdings
HIPO
$851M
| $5.72M | ﹤0.01% |
213,784
+67,608
| +46% | +$1.66M |
2021 Q4
12 quarters
|
|
3128
CALL
CrowdStrike
CRWD
$277B
| $5.71M | ﹤0.01% |
66,800
+25,600
| +62% | +$2.13M |
2023 Q1
7 quarters
|
|
|
GPGI
3129
GPGI Inc
GPGI
$3.74B
| $5.71M | ﹤0.01% |
448,742
+386,195
| +617% | +$4.89M |
2022 Q1
11 quarters
|
|
3130
PUT
HubSpot
HUBS
$10.7B
| $5.71M | ﹤0.01% |
8,200
| – | – |
2024 Q1
3 quarters
|
|
3131
NVE Corp
NVEC
$539M
| $5.71M | ﹤0.01% |
70,119
+1,981
| +3% | +$155K |
2023 Q1
7 quarters
|
|
3132
Amphastar Pharmaceuticals
AMPH
$1.08B
| $5.7M | ﹤0.01% |
153,571
+79,651
| +108% | +$3.64M |
2014 Q3
41 quarters
|
|
3133
Carriage Services
CSV
$511M
| $5.7M | ﹤0.01% |
142,989
+24,098
| +20% | +$889K |
2015 Q4
36 quarters
|
|
3134
CALL
Cleveland-Cliffs
CLF
$6.46B
| $5.69M | ﹤0.01% |
605,500
-182,300
| -23% | -$2.2M |
2024 Q1
3 quarters
|
|
3135
PUT
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$113M
| $5.69M | ﹤0.01% |
+215,000
| New | +$5.56M |
2024 Q4
0 quarters
|
|
3136
SoundHound AI
SOUN
$2.59B
| $5.69M | ﹤0.01% |
286,817
+16,972
| +6% | +$164K |
2023 Q2
6 quarters
|
|
3137
Root
ROOT
$717M
| $5.69M | ﹤0.01% |
78,322
-27,155
| -26% | -$1.88M |
2020 Q4
16 quarters
|
|
3138
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$7.43B
| $5.68M | ﹤0.01% |
195,915
+155,027
| +379% | +$4.51M |
2021 Q3
13 quarters
|
|
3139
CALL
The Mosaic Company
MOS
$6.7B
| $5.68M | ﹤0.01% |
231,100
+1,800
| +0.8% | +$47.1K |
2023 Q4
4 quarters
|
|
3140
National Beverage
FIZZ
$2.84B
| $5.68M | ﹤0.01% |
133,050
+80,126
| +151% | +$3.74M |
2016 Q4
32 quarters
|
|
3141
PUT
Universal Display
OLED
$3.69B
| $5.64M | ﹤0.01% |
38,600
| – | – |
2023 Q2
6 quarters
|
|
|
HI
3142
DELISTED
Hillenbrand
HI
| $5.64M | ﹤0.01% |
183,109
+102,916
| +128% | +$3.11M |
2015 Q4
36 quarters
|
|
3143
CALL
Grab
GRAB
$12.6B
| $5.63M | ﹤0.01% |
+1,192,700
| New | +$5.43M |
2024 Q4
0 quarters
|
|
3144
Unity Bancorp
UNTY
$556M
| $5.62M | ﹤0.01% |
128,941
+40,710
| +46% | +$1.71M |
2017 Q4
28 quarters
|
|
3145
PUT
DigitalOcean
DOCN
$16.5B
| $5.62M | ﹤0.01% |
164,900
| – | – |
2024 Q3
1 quarter
|
|
|
SCS
3146
DELISTED
Steelcase
SCS
| $5.61M | ﹤0.01% |
474,829
+177,315
| +60% | +$2.28M |
2013 Q2
46 quarters
|
|
3147
Fox Factory Holding Corp
FOXF
$784M
| $5.61M | ﹤0.01% |
185,288
-5,582
| -3% | -$192K |
2017 Q2
30 quarters
|
|
3148
CALL
Dell
DELL
$358B
| $5.6M | ﹤0.01% |
48,600
-67,300
| -58% | -$8.45M |
2023 Q1
7 quarters
|
|
3149
Organon & Co
OGN
$3.6B
| $5.6M | ﹤0.01% |
375,008
-258,322
| -41% | -$4.21M |
2021 Q2
14 quarters
|
|
3150
CALL
Autodesk
ADSK
$44.3B
| $5.59M | ﹤0.01% |
18,900
+900
| +5% | +$266K |
2023 Q3
5 quarters
|
|
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, 2,465 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.