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 | |
|---|---|---|---|---|---|---|---|
3901
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.08B
| $2.28M | ﹤0.01% |
29,546
+4,831
| +20% | +$336K |
2020 Q4
16 quarters
|
|
3902
Hingham Institution for Saving
HIFS
$632M
| $2.28M | ﹤0.01% |
8,980
+3,817
| +74% | +$1.01M |
2016 Q3
33 quarters
|
|
3903
VistaGen Therapeutics
VTGN
$12.5M
| $2.28M | ﹤0.01% |
772,244
+772,228
| +4,826,425% | +$2.17M |
2021 Q2
14 quarters
|
|
3904
Kelly Services Class A
KELYA
$546M
| $2.27M | ﹤0.01% |
162,987
+135,730
| +498% | +$2.29M |
2013 Q2
46 quarters
|
|
3905
Kearny Financial
KRNY
$589M
| $2.26M | ﹤0.01% |
319,722
+80,033
| +33% | +$602K |
2013 Q2
46 quarters
|
|
3906
State Street SPDR S&P Pharmaceuticals ETF
XPH
$525M
| $2.26M | ﹤0.01% |
52,640
+48,197
| +1,085% | +$2.19M |
2015 Q4
36 quarters
|
|
3907
PUT
Zscaler
ZS
$32.1B
| $2.26M | ﹤0.01% |
12,500
| – | – |
2024 Q3
1 quarter
|
|
3908
Innovator US Equity Power Buffer ETF January
PJAN
$1.43B
| $2.25M | ﹤0.01% |
53,365
-1,204
| -2% | -$50.3K |
2024 Q1
3 quarters
|
|
3909
NYLIM MacKay Muni Intermediate ETF
MMIT
$1.45B
| $2.25M | ﹤0.01% |
93,827
+2,981
| +3% | +$72.4K |
2023 Q3
5 quarters
|
|
3910
Allient
ALNT
$2.01B
| $2.25M | ﹤0.01% |
92,737
+3,733
| +4% | +$82.4K |
2017 Q4
28 quarters
|
|
3911
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.29B
| $2.25M | ﹤0.01% |
23,522
+670
| +3% | +$66.3K |
2019 Q1
23 quarters
|
|
3912
CALL
Unity
U
$19.2B
| $2.25M | ﹤0.01% |
100,000
+49,100
| +96% | +$1.09M |
2024 Q3
1 quarter
|
|
|
MOFG
3913
DELISTED
MidWestOne Financial Group
MOFG
| $2.25M | ﹤0.01% |
77,150
+33,720
| +78% | +$1.03M |
2016 Q4
32 quarters
|
|
3914
MidCap Financial Investment
MFIC
$710M
| $2.24M | ﹤0.01% |
166,230
+24,590
| +17% | +$334K |
2023 Q3
5 quarters
|
|
3915
PUT
Upstart Holdings
UPST
$2.22B
| $2.24M | ﹤0.01% |
36,400
+16,400
| +82% | +$1.02M |
2024 Q1
3 quarters
|
|
3916
Resources Connection
RGP
$134M
| $2.23M | ﹤0.01% |
261,688
+173,333
| +196% | +$1.46M |
2013 Q2
46 quarters
|
|
3917
CALL
TKO Group
TKO
$12.8B
| $2.23M | ﹤0.01% |
15,700
+12,100
| +336% | +$1.58M |
2024 Q3
1 quarter
|
|
3918
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$279M
| $2.23M | ﹤0.01% |
80,523
+729
| +0.9% | +$20.2K |
2022 Q2
10 quarters
|
|
3919
Grindr
GRND
$2.33B
| $2.23M | ﹤0.01% |
124,731
-107,612
| -46% | -$1.57M |
2023 Q2
6 quarters
|
|
3920
Westlake Chemical Partners
WLKP
$750M
| $2.22M | ﹤0.01% |
95,991
-2,446
| -2% | -$56.1K |
2021 Q3
13 quarters
|
|
|
TBCH
3921
Turtle Beach Corp
TBCH
$251M
| $2.22M | ﹤0.01% |
128,205
+18,198
| +17% | +$298K |
2020 Q2
18 quarters
|
|
|
LSEA
3922
DELISTED
Landsea Homes
LSEA
| $2.22M | ﹤0.01% |
261,342
-132,594
| -34% | -$1.43M |
2021 Q1
15 quarters
|
|
3923
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.71B
| $2.22M | ﹤0.01% |
84,673
-91,327
| -52% | -$2.48M |
2022 Q4
8 quarters
|
|
|
ONC
3924
CALL
BeOne Medicines Ltd
ONC
$40.5B
| $2.22M | ﹤0.01% |
+12,000
| New | +$2.45M |
2024 Q4
0 quarters
|
|
|
ONC
3925
PUT
BeOne Medicines Ltd
ONC
$40.5B
| $2.22M | ﹤0.01% |
+12,000
| New | +$2.45M |
2024 Q4
0 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.