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 | |
|---|---|---|---|---|---|---|---|
|
SNCR
4676
DELISTED
Synchronoss Technologies
SNCR
| $692K | ﹤0.01% |
72,107
+13,310
| +23% | +$141K |
2018 Q4
24 quarters
|
|
4677
Eton Pharmaceutcials
ETON
$1.58B
| $692K | ﹤0.01% |
51,961
+51,238
| +7,087% | +$520K |
2024 Q3
1 quarter
|
|
4678
John Hancock Multifactor Large Cap ETF
JHML
$1.17B
| $691K | ﹤0.01% |
9,925
+1,556
| +19% | +$111K |
2022 Q4
8 quarters
|
|
4679
Greene County Bancorp
GCBC
$583M
| $689K | ﹤0.01% |
24,859
+13,918
| +127% | +$421K |
2017 Q4
28 quarters
|
|
4680
Oak Valley Bancorp
OVLY
$287M
| $688K | ﹤0.01% |
23,537
+12,782
| +119% | +$366K |
2018 Q2
26 quarters
|
|
|
FINV
4681
FinVolution Group
FINV
$685M
| $688K | ﹤0.01% |
+101,384
| New | +$652K |
2024 Q4
0 quarters
|
|
4682
LCNB Corp
LCNB
$270M
| $688K | ﹤0.01% |
45,477
+25,031
| +122% | +$401K |
2017 Q4
28 quarters
|
|
4683
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.75B
| $687K | ﹤0.01% |
17,453
+3,663
| +27% | +$147K |
2015 Q1
39 quarters
|
|
4684
PUT
Sunrun
RUN
$1.86B
| $687K | ﹤0.01% |
74,300
| – | – |
2023 Q3
5 quarters
|
|
|
BRT
4685
BRT Apartments
BRT
$250M
| $687K | ﹤0.01% |
38,087
+16,466
| +76% | +$299K |
2018 Q2
26 quarters
|
|
4686
Usana Health Sciences
USNA
$274M
| $686K | ﹤0.01% |
19,123
-9,574
| -33% | -$358K |
2013 Q2
46 quarters
|
|
4687
SmartRent
SMRT
$230M
| $685K | ﹤0.01% |
391,501
+103,325
| +36% | +$173K |
2021 Q3
13 quarters
|
|
4688
AerSale
ASLE
$241M
| $684K | ﹤0.01% |
108,564
+39,854
| +58% | +$228K |
2021 Q2
14 quarters
|
|
4689
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$389M
| $683K | ﹤0.01% |
13,329
+1,617
| +14% | +$85.6K |
2022 Q3
9 quarters
|
|
4690
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$494M
| $682K | ﹤0.01% |
17,134
+7,572
| +79% | +$315K |
2023 Q4
4 quarters
|
|
4691
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$871M
| $682K | ﹤0.01% |
21,252
-25,738
| -55% | -$820K |
2013 Q2
46 quarters
|
|
4692
Velocity Financial
VEL
$576M
| $681K | ﹤0.01% |
34,818
+9,745
| +39% | +$194K |
2020 Q1
19 quarters
|
|
4693
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
| $681K | ﹤0.01% |
10,811
+827
| +8% | +$53.8K |
2022 Q4
8 quarters
|
|
4694
U-Haul Holding Co
UHAL
$12B
| $678K | ﹤0.01% |
9,816
+1,991
| +25% | +$144K |
2013 Q2
46 quarters
|
|
4695
Avita Medical
RCEL
$393M
| $675K | ﹤0.01% |
52,706
+20,362
| +63% | +$240K |
2023 Q1
7 quarters
|
|
|
SKX
4696
PUT
DELISTED
Skechers
SKX
| $672K | ﹤0.01% |
+10,000
| New | +$649K |
2024 Q4
0 quarters
|
|
|
VTLE
4697
DELISTED
Vital Energy
VTLE
| $672K | ﹤0.01% |
21,743
-494
| -2% | -$14.6K |
2013 Q2
46 quarters
|
|
4698
FT Vest Fund of Buffer ETFs
BUFR
$10.8B
| $670K | ﹤0.01% |
21,975
+1,300
| +6% | +$39.4K |
2022 Q4
8 quarters
|
|
|
ODP
4699
DELISTED
ODP
ODP
| $668K | ﹤0.01% |
29,379
-28,418
| -49% | -$791K |
2013 Q2
46 quarters
|
|
4700
Babcock & Wilcox
BW
$849M
| $664K | ﹤0.01% |
404,821
+343,613
| +561% | +$727K |
2020 Q2
18 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.