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 | Technology | 23.17% |
| 2 | Financials | 10.12% |
| 3 | Consumer Discretionary | 9.84% |
| 4 | Healthcare | 7.97% |
| 5 | Communication Services | 6.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
4626
Franklin US Core Dividend Tilt Index ETF
UDIV
$147M
| $747K | ﹤0.01% |
16,463
+2,038
| +14% | +$93.4K |
|
4627
Forum Energy Technologies
FET
$960M
| $747K | ﹤0.01% |
48,209
+39,364
| +445% | +$593K |
|
4628
Praxis Precision Medicines
PRAX
$10.2B
| $746K | ﹤0.01% |
9,693
+1,879
| +24% | +$136K |
|
4629
Future Fuel
FF
$245M
| $742K | ﹤0.01% |
140,340
+128,402
| +1,076% | +$717K |
|
4630
Altimmune
ALT
$572M
| $742K | ﹤0.01% |
102,940
+2,028
| +2% | +$15.5K |
|
4631
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.29B
| $740K | ﹤0.01% |
10,778
+677
| +7% | +$50.8K |
|
4632
Vanguard ESG International Stock ETF
VSGX
$6.83B
| $739K | ﹤0.01% |
13,027
-1,646
| -11% | -$97.2K |
|
4633
Amplify Blockchain Technology ETF
BLOK
$1.08B
| $737K | ﹤0.01% |
17,075
+2,678
| +19% | +$120K |
|
|
FVR
4634
FrontView REIT
FVR
$483M
| $736K | ﹤0.01% |
+40,611
| New | +$768K |
|
4635
Bankwell Financial Group
BWFG
$543M
| $735K | ﹤0.01% |
23,590
+11,952
| +103% | +$370K |
|
4636
CALL
APA Corp
APA
$14.2B
| $734K | ﹤0.01% |
31,800
| – | – |
|
4637
Concrete Pumping Holdings
BBCP
$484M
| $733K | ﹤0.01% |
110,073
+36,242
| +49% | +$223K |
|
4638
PIMCO RAFI Multi-Factor International Equity ETF
MFDX
$472M
| $733K | ﹤0.01% |
24,807
-1,288
| -5% | -$39.6K |
|
|
TGB
4639
Trekor Metals
TGB
$3.06B
| $733K | ﹤0.01% |
377,602
+139,576
| +59% | +$308K |
|
4640
ProPetro Holding
PUMP
$1.49B
| $731K | ﹤0.01% |
78,368
-19,368
| -20% | -$159K |
|
4641
New Fortress Energy
NFE
$92.6M
| $730K | ﹤0.01% |
48,250
+935
| +2% | +$9.69K |
|
4642
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.77B
| $729K | ﹤0.01% |
11,512
+155
| +1% | +$10.1K |
|
4643
Tootsie Roll Industries
TR
$3.08B
| $727K | ﹤0.01% |
23,848
-4,337
| -15% | -$128K |
|
4644
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$758M
| $726K | ﹤0.01% |
13,676
+5,864
| +75% | +$318K |
|
4645
Neuropace
NPCE
$507M
| $725K | ﹤0.01% |
64,826
+52,829
| +440% | +$459K |
|
|
MBCN
4646
DELISTED
Middlefield Banc Corp
MBCN
| $725K | ﹤0.01% |
25,831
+13,651
| +112% | +$406K |
|
4647
PLAYSTUDIOS Inc
MYPS
$63.1M
| $724K | ﹤0.01% |
389,478
-931,537
| -71% | -$1.6M |
|
4648
Expensify
EXFY
$210M
| $723K | ﹤0.01% |
215,933
+55,931
| +35% | +$150K |
|
4649
CALL
TG Therapeutics
TGTX
$7.46B
| $722K | ﹤0.01% |
+24,000
| New | +$689K |
|
|
4650
PUT
TG Therapeutics
TGTX
$7.46B
| $722K | ﹤0.01% |
+24,000
| New | +$689K |
|
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 510 new, 3,353 increased, 2,466 reduced and 523 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 Technology at 23% of assets, up from 23% a quarter earlier, followed by Financials and Consumer Discretionary.
- 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 510 new positions and closed 523 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.