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 | |
|---|---|---|---|---|---|---|---|
4651
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.33B
| $720K | ﹤0.01% |
19,955
-6,311
| -24% | -$230K |
2018 Q3
25 quarters
|
|
4652
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.16B
| $719K | ﹤0.01% |
4,355
+1,119
| +35% | +$191K |
2022 Q2
10 quarters
|
|
4653
Tactile Systems Technology
TCMD
$501M
| $719K | ﹤0.01% |
41,961
+13,059
| +45% | +$210K |
2017 Q4
28 quarters
|
|
4654
Global X SuperDividend US ETF
DIV
$764M
| $718K | ﹤0.01% |
39,820
+7,506
| +23% | +$140K |
2020 Q2
18 quarters
|
|
4655
Weyco Group
WEYS
$486M
| $717K | ﹤0.01% |
19,099
+7,187
| +60% | +$254K |
2017 Q4
28 quarters
|
|
4656
Norwood Financial Corp
NWFL
$367M
| $716K | ﹤0.01% |
26,314
+12,392
| +89% | +$361K |
2023 Q1
7 quarters
|
|
4657
Global X FinTech ETF
FINX
$156M
| $714K | ﹤0.01% |
22,869
-4,165
| -15% | -$130K |
2019 Q2
22 quarters
|
|
4658
FS KKR Capital
FSK
$3.03B
| $712K | ﹤0.01% |
32,765
-72,406
| -69% | -$1.52M |
2021 Q3
13 quarters
|
|
4659
Oil-Dri
ODC
$1.3B
| $711K | ﹤0.01% |
16,232
+11,430
| +238% | +$419K |
2022 Q4
8 quarters
|
|
4660
CALL
RH
RH
$2.28B
| $708K | ﹤0.01% |
1,800
| – | – |
2024 Q2
2 quarters
|
|
4661
FVCBankcorp
FVCB
$321M
| $708K | ﹤0.01% |
56,347
+31,719
| +129% | +$420K |
2021 Q4
12 quarters
|
|
4662
Aveanna Healthcare
AVAH
$2.75B
| $707K | ﹤0.01% |
154,703
+68,989
| +80% | +$353K |
2021 Q2
14 quarters
|
|
|
TTSH
4663
DELISTED
Tile Shop Holdings
TTSH
| $706K | ﹤0.01% |
101,948
+47,390
| +87% | +$316K |
2021 Q2
14 quarters
|
|
4664
PUT
United Therapeutics
UTHR
$23.2B
| $706K | ﹤0.01% |
+2,000
| New | +$735K |
2024 Q4
0 quarters
|
|
|
LTM
4665
LATAM Airlines Group S.A.
LTM
$13.8B
| $704K | ﹤0.01% |
+25,540
| New | +$698K |
2024 Q4
0 quarters
|
|
4666
Navios Maritime Partners
NMM
$2.68B
| $704K | ﹤0.01% |
16,264
+16,154
| +14,685% | +$844K |
2021 Q1
15 quarters
|
|
4667
Fidelity Limited Term Bond ETF
FLTB
$476M
| $701K | ﹤0.01% |
14,124
+846
| +6% | +$42.2K |
2024 Q2
2 quarters
|
|
4668
Inspire Global Hope ETF
BLES
$160M
| $700K | ﹤0.01% |
18,930
+147
| +0.8% | +$5.68K |
2024 Q2
2 quarters
|
|
4669
Nuveen ESG US Aggregate Bond ETF
NUBD
$481M
| $698K | ﹤0.01% |
32,032
-6,165
| -16% | -$136K |
2023 Q3
5 quarters
|
|
4670
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.15B
| $697K | ﹤0.01% |
27,762
-45,362
| -62% | -$1.16M |
2024 Q3
1 quarter
|
|
|
HUYA
4671
Huya Inc
HUYA
$525M
| $696K | ﹤0.01% |
226,778
-216,882
| -49% | -$770K |
2018 Q2
26 quarters
|
|
4672
CALL
WillScot Mobile Mini Holdings
WSC
$3.13B
| $696K | ﹤0.01% |
20,800
+20,300
| +4,060% | +$746K |
2024 Q3
1 quarter
|
|
4673
FerroAtlántica
GSM
$796M
| $696K | ﹤0.01% |
183,035
-174,578
| -49% | -$749K |
2023 Q4
4 quarters
|
|
4674
CALL
Sunrun
RUN
$1.86B
| $694K | ﹤0.01% |
+75,000
| New | +$932K |
2024 Q4
0 quarters
|
|
|
AIOT
4675
PowerFleet Inc
AIOT
$377M
| $694K | ﹤0.01% |
104,156
+63,131
| +154% | +$379K |
2024 Q2
2 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.