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 | |
|---|---|---|---|---|---|---|---|
4551
Amplify Cybersecurity ETF
HACK
$3.34B
| $862K | ﹤0.01% |
11,575
-3,617
| -24% | -$263K |
2023 Q4
4 quarters
|
|
4552
CALL
Chemours
CC
$2.06B
| $862K | ﹤0.01% |
51,000
| – | – |
2023 Q3
5 quarters
|
|
4553
Heron Therapeutics
HRTX
$66M
| $861K | ﹤0.01% |
562,764
+356,053
| +172% | +$577K |
2015 Q3
37 quarters
|
|
4554
CALL
C3.ai
AI
$1.77B
| $861K | ﹤0.01% |
25,000
-2,500
| -9% | -$77.6K |
2023 Q4
4 quarters
|
|
4555
Haverty Furniture Companies
HVT
$429M
| $860K | ﹤0.01% |
38,656
-25,697
| -40% | -$609K |
2013 Q2
46 quarters
|
|
4556
Capital Southwest
CSWC
$1.5B
| $857K | ﹤0.01% |
39,259
+35,465
| +935% | +$835K |
2022 Q2
10 quarters
|
|
|
PINE
4557
Alpine Income Property Trust
PINE
$317M
| $853K | ﹤0.01% |
50,780
+43,712
| +618% | +$767K |
2021 Q4
12 quarters
|
|
4558
Schwab Fundamental International Small Company Index ETF
FNDC
$3.09B
| $850K | ﹤0.01% |
24,895
+900
| +4% | +$32.3K |
2022 Q3
9 quarters
|
|
4559
Mistras Group
MG
$658M
| $849K | ﹤0.01% |
93,667
+31,155
| +50% | +$307K |
2017 Q4
28 quarters
|
|
4560
Omega Flex
OFLX
$266M
| $847K | ﹤0.01% |
20,186
+6,674
| +49% | +$325K |
2017 Q4
28 quarters
|
|
4561
NextDecade
NEXT
$1.72B
| $845K | ﹤0.01% |
109,657
-13,025
| -11% | -$83.4K |
2018 Q2
26 quarters
|
|
4562
Montauk Renewables
MNTK
$409M
| $842K | ﹤0.01% |
211,604
+38,121
| +22% | +$182K |
2021 Q1
15 quarters
|
|
|
PVBC
4563
DELISTED
Provident Bancorp
PVBC
| $840K | ﹤0.01% |
73,644
+23,090
| +46% | +$256K |
2017 Q4
28 quarters
|
|
4564
CALL
Hims & Hers Health
HIMS
$6.77B
| $839K | ﹤0.01% |
+34,700
| New | +$860K |
2024 Q4
0 quarters
|
|
4565
MP Materials
MP
$8.37B
| $838K | ﹤0.01% |
53,724
+3,613
| +7% | +$67K |
2021 Q2
14 quarters
|
|
4566
Hyliion Holdings
HYLN
$809M
| $838K | ﹤0.01% |
321,008
+257,514
| +406% | +$716K |
2020 Q4
16 quarters
|
|
4567
GraniteShares 2x Long COIN Daily ETF
CONL
$513M
| $836K | ﹤0.01% |
+23,696
| New | +$1.03M |
2024 Q4
0 quarters
|
|
4568
CytomX Therapeutics
CTMX
$558M
| $836K | ﹤0.01% |
811,630
+811,349
| +288,736% | +$873K |
2016 Q4
32 quarters
|
|
4569
Timberland Bancorp
TSBK
$354M
| $835K | ﹤0.01% |
27,366
+13,072
| +91% | +$409K |
2023 Q1
7 quarters
|
|
|
ILPT
4570
Industrial Logistics Properties Trust
ILPT
$465M
| $835K | ﹤0.01% |
228,653
+2,715
| +1% | +$10.5K |
2018 Q1
27 quarters
|
|
4571
Hooker Furnishings Corp
HOFT
$141M
| $833K | ﹤0.01% |
59,467
+15,779
| +36% | +$266K |
2016 Q3
33 quarters
|
|
4572
First Trust Consumer Staples AlphaDEX Fund
FXG
$204M
| $833K | ﹤0.01% |
13,004
-680
| -5% | -$45.8K |
2013 Q2
46 quarters
|
|
4573
Pangaea Logistics
PANL
$552M
| $831K | ﹤0.01% |
155,115
+27,316
| +21% | +$165K |
2022 Q1
11 quarters
|
|
4574
PCB Bancorp
PCB
$393M
| $829K | ﹤0.01% |
40,938
+19,749
| +93% | +$394K |
2018 Q3
25 quarters
|
|
4575
AbCellera Biologics
ABCL
$4.45B
| $823K | ﹤0.01% |
281,033
-74,714
| -21% | -$208K |
2021 Q4
12 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.