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 | |
|---|---|---|---|---|---|---|---|
4626
Franklin US Core Dividend Tilt Index ETF
UDIV
$154M
| $747K | ﹤0.01% |
16,463
+2,038
| +14% | +$93.4K |
2023 Q2
6 quarters
|
|
4627
Forum Energy Technologies
FET
$954M
| $747K | ﹤0.01% |
48,209
+39,364
| +445% | +$593K |
2016 Q4
32 quarters
|
|
4628
Praxis Precision Medicines
PRAX
$8.25B
| $746K | ﹤0.01% |
9,693
+1,879
| +24% | +$136K |
2020 Q4
16 quarters
|
|
4629
Future Fuel
FF
$226M
| $742K | ﹤0.01% |
140,340
+128,402
| +1,076% | +$717K |
2013 Q2
46 quarters
|
|
4630
Altimmune
ALT
$532M
| $742K | ﹤0.01% |
102,940
+2,028
| +2% | +$15.5K |
2020 Q4
16 quarters
|
|
4631
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.52B
| $740K | ﹤0.01% |
10,778
+677
| +7% | +$50.8K |
2022 Q3
9 quarters
|
|
4632
Vanguard ESG International Stock ETF
VSGX
$6.69B
| $739K | ﹤0.01% |
13,027
-1,646
| -11% | -$97.2K |
2022 Q4
8 quarters
|
|
4633
Amplify Blockchain Technology ETF
BLOK
$1.07B
| $737K | ﹤0.01% |
17,075
+2,678
| +19% | +$120K |
2020 Q4
16 quarters
|
|
|
FVR
4634
FrontView REIT
FVR
$408M
| $736K | ﹤0.01% |
+40,611
| New | +$768K |
2024 Q4
0 quarters
|
|
4635
Bankwell Financial Group
BWFG
$531M
| $735K | ﹤0.01% |
23,590
+11,952
| +103% | +$370K |
2017 Q4
28 quarters
|
|
4636
CALL
APA Corp
APA
$15.3B
| $734K | ﹤0.01% |
31,800
| – | – |
2024 Q3
1 quarter
|
|
4637
Concrete Pumping Holdings
BBCP
$496M
| $733K | ﹤0.01% |
110,073
+36,242
| +49% | +$223K |
2019 Q1
23 quarters
|
|
4638
PIMCO RAFI Multi-Factor International Equity ETF
MFDX
$455M
| $733K | ﹤0.01% |
24,807
-1,288
| -5% | -$39.6K |
2023 Q2
6 quarters
|
|
|
TGB
4639
Trekor Metals
TGB
$3.28B
| $733K | ﹤0.01% |
377,602
+139,576
| +59% | +$308K |
2017 Q1
31 quarters
|
|
4640
ProPetro Holding
PUMP
$1.14B
| $731K | ﹤0.01% |
78,368
-19,368
| -20% | -$159K |
2017 Q1
31 quarters
|
|
4641
New Fortress Energy
NFE
$37.5M
| $730K | ﹤0.01% |
965
+19
| +2% | +$9.84K |
2021 Q4
12 quarters
|
|
4642
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.75B
| $729K | ﹤0.01% |
11,512
+155
| +1% | +$10.1K |
2022 Q4
8 quarters
|
|
4643
Tootsie Roll Industries
TR
$2.86B
| $727K | ﹤0.01% |
23,848
-4,337
| -15% | -$128K |
2013 Q2
46 quarters
|
|
4644
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$714M
| $726K | ﹤0.01% |
13,676
+5,864
| +75% | +$318K |
2022 Q3
9 quarters
|
|
4645
Neuropace
NPCE
$436M
| $725K | ﹤0.01% |
64,826
+52,829
| +440% | +$459K |
2023 Q4
4 quarters
|
|
|
MBCN
4646
DELISTED
Middlefield Banc Corp
MBCN
| $725K | ﹤0.01% |
25,831
+13,651
| +112% | +$406K |
2021 Q4
12 quarters
|
|
4647
PLAYSTUDIOS Inc
MYPS
$59.5M
| $724K | ﹤0.01% |
38,948
-93,154
| -71% | -$1.6M |
2022 Q2
10 quarters
|
|
4648
Expensify
EXFY
$216M
| $723K | ﹤0.01% |
215,933
+55,931
| +35% | +$150K |
2022 Q2
10 quarters
|
|
4649
CALL
TG Therapeutics
TGTX
$8.31B
| $722K | ﹤0.01% |
+24,000
| New | +$689K |
2024 Q4
0 quarters
|
|
|
4650
PUT
TG Therapeutics
TGTX
$8.31B
| $722K | ﹤0.01% |
+24,000
| New | +$689K |
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.