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 | |
|---|---|---|---|---|---|---|---|
3276
Bank First Corp
BFC
$1.69B
| $4.81M | ﹤0.01% |
48,500
+24,635
| +103% | +$2.44M |
2019 Q1
23 quarters
|
|
3277
CALL
Henry Schein
HSIC
$9.46B
| $4.8M | ﹤0.01% |
69,400
-75,000
| -52% | -$5.39M |
2024 Q3
1 quarter
|
|
3278
TeraWulf
WULF
$7.73B
| $4.8M | ﹤0.01% |
847,177
+736,926
| +668% | +$4.75M |
2022 Q1
11 quarters
|
|
3279
CEVA Inc
CEVA
$1.04B
| $4.79M | ﹤0.01% |
151,788
+35,809
| +31% | +$996K |
2016 Q3
33 quarters
|
|
3280
Archer Aviation
ACHR
$3.77B
| $4.78M | ﹤0.01% |
490,747
+385,273
| +365% | +$2.14M |
2022 Q2
10 quarters
|
|
3281
CALL
Best Buy
BBY
$18.4B
| $4.78M | ﹤0.01% |
55,700
-2,400
| -4% | -$219K |
2021 Q2
14 quarters
|
|
3282
National Vision
EYE
$1.3B
| $4.77M | ﹤0.01% |
457,643
-119,573
| -21% | -$1.31M |
2017 Q4
28 quarters
|
|
3283
SiTime
SITM
$21.3B
| $4.76M | ﹤0.01% |
22,199
+834
| +4% | +$170K |
2020 Q1
19 quarters
|
|
|
HDSN
3284
Hudson Technologies
HDSN
$220M
| $4.76M | ﹤0.01% |
853,252
+514,645
| +152% | +$3.39M |
2022 Q1
11 quarters
|
|
3285
Ironwood Pharmaceuticals
IRWD
$601M
| $4.76M | ﹤0.01% |
1,074,506
+767,641
| +250% | +$3.11M |
2014 Q3
41 quarters
|
|
|
DMX
3286
DoubleLine Multi-Sector Income ETF
DMX
$107M
| $4.75M | ﹤0.01% |
+95,000
| New | +$4.77M |
2024 Q4
0 quarters
|
|
3287
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.42B
| $4.75M | ﹤0.01% |
97,600
-27,557
| -22% | -$1.35M |
2023 Q2
6 quarters
|
|
3288
Hackett Group
HCKT
$268M
| $4.75M | ﹤0.01% |
154,492
+55,608
| +56% | +$1.61M |
2015 Q4
36 quarters
|
|
3289
Navient
NAVI
$862M
| $4.74M | ﹤0.01% |
356,405
+209,744
| +143% | +$3.14M |
2014 Q2
42 quarters
|
|
3290
CALL
Moody's
MCO
$76.4B
| $4.73M | ﹤0.01% |
10,000
| – | – |
2024 Q1
3 quarters
|
|
3291
CALL
Remitly
RELY
$4.61B
| $4.73M | ﹤0.01% |
+209,700
| New | +$3.86M |
2024 Q4
0 quarters
|
|
3292
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$333M
| $4.73M | ﹤0.01% |
40,858
-4,789
| -10% | -$563K |
2018 Q2
26 quarters
|
|
3293
CALL
Danaher
DHR
$150B
| $4.73M | ﹤0.01% |
20,600
-19,900
| -49% | -$4.89M |
2023 Q3
5 quarters
|
|
3294
Compass Diversified
CODI
$822M
| $4.72M | ﹤0.01% |
204,628
+112,111
| +121% | +$2.52M |
2015 Q4
36 quarters
|
|
3295
Brookfield Renewable
BEP
$8.51B
| $4.72M | ﹤0.01% |
206,916
+140,604
| +212% | +$3.59M |
2020 Q2
18 quarters
|
|
3296
Marcus & Millichap
MMI
$1.08B
| $4.71M | ﹤0.01% |
123,089
+46,865
| +61% | +$1.84M |
2017 Q4
28 quarters
|
|
|
SEI
3297
Solaris Energy Infrastructure
SEI
$4.93B
| $4.71M | ﹤0.01% |
163,595
+7,890
| +5% | +$157K |
2017 Q3
29 quarters
|
|
3298
PUT
On Holding
ONON
$10.3B
| $4.7M | ﹤0.01% |
85,800
-54,200
| -39% | -$2.87M |
2023 Q4
4 quarters
|
|
3299
Patria Investments
PAX
$1.65B
| $4.69M | ﹤0.01% |
403,643
-38,722
| -9% | -$457K |
2021 Q1
15 quarters
|
|
3300
PUT
Nucor
NUE
$54.5B
| $4.69M | ﹤0.01% |
40,200
-42,500
| -51% | -$6.11M |
2023 Q2
6 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.