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 | |
|---|---|---|---|---|---|---|---|
4176
Sprott Junior Uranium Miners ETF
URNJ
$310M
| $1.54M | ﹤0.01% |
83,068
+1,755
| +2% | +$39.7K |
2023 Q4
4 quarters
|
|
4177
iShares North American Natural Resources ETF
IGE
$777M
| $1.54M | ﹤0.01% |
36,111
+5,696
| +19% | +$258K |
2021 Q1
15 quarters
|
|
4178
FS Bancorp
FSBW
$349M
| $1.54M | ﹤0.01% |
37,536
+19,509
| +108% | +$871K |
2017 Q2
30 quarters
|
|
4179
Advantage Solutions
ADV
$354M
| $1.53M | ﹤0.01% |
21,019
+8,084
| +62% | +$660K |
2020 Q1
19 quarters
|
|
4180
Chegg
CHGG
$81.9M
| $1.53M | ﹤0.01% |
952,012
+133,441
| +16% | +$246K |
2013 Q4
44 quarters
|
|
4181
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$793M
| $1.53M | ﹤0.01% |
34,943
-9,368
| -21% | -$424K |
2023 Q4
4 quarters
|
|
4182
Evolus
EOLS
$472M
| $1.53M | ﹤0.01% |
138,149
-31,777
| -19% | -$447K |
2018 Q1
27 quarters
|
|
4183
Leslie's
LESL
$1.36M
| $1.52M | ﹤0.01% |
34,171
+4,825
| +16% | +$256K |
2020 Q4
16 quarters
|
|
4184
Banco Bradesco
BBD
$38.7B
| $1.52M | ﹤0.01% |
797,387
+522,597
| +190% | +$1.22M |
2013 Q2
46 quarters
|
|
4185
AnaptysBio
ANAB
$1.45B
| $1.52M | ﹤0.01% |
114,939
+81,195
| +241% | +$1.97M |
2017 Q1
31 quarters
|
|
4186
iShares Yield Optimized Bond ETF
BYLD
$432M
| $1.52M | ﹤0.01% |
68,527
+7,505
| +12% | +$169K |
2023 Q3
5 quarters
|
|
4187
Vestis
VSTS
$1.85B
| $1.52M | ﹤0.01% |
99,607
-33,972
| -25% | -$511K |
2023 Q4
4 quarters
|
|
4188
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.56B
| $1.5M | ﹤0.01% |
34,190
-310,706
| -90% | -$14.4M |
2023 Q3
5 quarters
|
|
4189
iShares Emerging Markets Dividend ETF
DVYE
$1.19B
| $1.5M | ﹤0.01% |
58,111
-17,641
| -23% | -$489K |
2023 Q4
4 quarters
|
|
|
HSAI
4190
Hesai Group
HSAI
$2.42B
| $1.49M | ﹤0.01% |
+108,083
| New | +$761K |
2024 Q4
0 quarters
|
|
4191
Kymera Therapeutics
KYMR
$8.93B
| $1.49M | ﹤0.01% |
37,065
-103,426
| -74% | -$4.67M |
2020 Q4
16 quarters
|
|
4192
iShares US Utilities ETF
IDU
$1.34B
| $1.49M | ﹤0.01% |
15,489
+5,484
| +55% | +$553K |
2013 Q2
46 quarters
|
|
4193
Ouster
OUST
$3.2B
| $1.49M | ﹤0.01% |
121,934
+103,135
| +549% | +$907K |
2024 Q2
2 quarters
|
|
4194
nLIGHT
LASR
$2.34B
| $1.49M | ﹤0.01% |
142,023
-1,004,982
| -88% | -$11.2M |
2018 Q2
26 quarters
|
|
4195
Dimensional Emerging Markets Value ETF
DFEV
$2.21B
| $1.49M | ﹤0.01% |
56,820
+3,268
| +6% | +$89.6K |
2022 Q4
8 quarters
|
|
4196
Tecnoglass Holdings
TGLS
$1.54B
| $1.49M | ﹤0.01% |
18,727
-510
| -3% | -$38.8K |
2021 Q3
13 quarters
|
|
4197
CALL
On Holding
ONON
$10.3B
| $1.48M | ﹤0.01% |
+27,100
| New | +$1.44M |
2024 Q4
0 quarters
|
|
4198
York Water
YORW
$499M
| $1.48M | ﹤0.01% |
45,325
+14,957
| +49% | +$533K |
2015 Q4
36 quarters
|
|
4199
Columbia Financial
CLBK
$3.08B
| $1.48M | ﹤0.01% |
205,326
+135,012
| +192% | +$1.06M |
2018 Q2
26 quarters
|
|
4200
Riley Exploration Permian
REPX
$935M
| $1.47M | ﹤0.01% |
46,172
+21,242
| +85% | +$655K |
2021 Q2
14 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.