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 | |
|---|---|---|---|---|---|---|---|
|
WW
4751
DELISTED
WW International
WW
| $595K | ﹤0.01% |
468,854
-15,674
| -3% | -$18.8K |
2016 Q2
34 quarters
|
|
4752
ARK Space & Defense Innovation ETF
ARKX
$775M
| $595K | ﹤0.01% |
30,470
+2,930
| +11% | +$52.9K |
2021 Q2
14 quarters
|
|
4753
CALL
Sensata Technologies
ST
$6.33B
| $595K | ﹤0.01% |
+21,700
| New | +$705K |
2024 Q4
0 quarters
|
|
4754
State Street SPDR S&P Semiconductor ETF
XSD
$3.25B
| $593K | ﹤0.01% |
2,387
+118
| +5% | +$28.9K |
2015 Q1
39 quarters
|
|
4755
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.73B
| $589K | ﹤0.01% |
20,190
+767
| +4% | +$23.2K |
2023 Q4
4 quarters
|
|
4756
Cabaletta Bio
CABA
$339M
| $589K | ﹤0.01% |
259,392
-20,562
| -7% | -$72.2K |
2019 Q4
20 quarters
|
|
4757
Iris Energy
IREN
$16.5B
| $587K | ﹤0.01% |
+59,769
| New | +$637K |
2024 Q4
0 quarters
|
|
|
INVX
4758
Innovex International
INVX
$1.91B
| $587K | ﹤0.01% |
41,985
-112,047
| -73% | -$1.68M |
2013 Q2
46 quarters
|
|
4759
National Bankshares
NKSH
$272M
| $585K | ﹤0.01% |
20,383
+10,513
| +107% | +$318K |
2017 Q4
28 quarters
|
|
|
EMO
4760
ClearBridge Energy Midstream Opportunity Fund
EMO
$1,000M
| $583K | ﹤0.01% |
12,530
-175
| -1% | -$8K |
2021 Q4
12 quarters
|
|
4761
Nurix Therapeutics
NRIX
$2.39B
| $582K | ﹤0.01% |
30,895
-37,253
| -55% | -$854K |
2020 Q3
17 quarters
|
|
4762
CALL
Arbor Realty Trust
ABR
$664M
| $582K | ﹤0.01% |
42,000
| – | – |
2024 Q3
1 quarter
|
|
4763
First Western Financial
MYFW
$294M
| $582K | ﹤0.01% |
29,752
+16,078
| +118% | +$329K |
2021 Q4
12 quarters
|
|
4764
Myomo
MYO
$64.6M
| $581K | ﹤0.01% |
+90,147
| New | +$439K |
2024 Q4
0 quarters
|
|
|
ESSA
4765
DELISTED
ESSA Bancorp
ESSA
| $580K | ﹤0.01% |
29,733
+15,166
| +104% | +$297K |
2017 Q4
28 quarters
|
|
4766
Maui Land & Pineapple Co
MLP
$312M
| $579K | ﹤0.01% |
26,344
+20,793
| +375% | +$475K |
2017 Q4
28 quarters
|
|
4767
CALL
Darden Restaurants
DRI
$22.7B
| $579K | ﹤0.01% |
3,100
+1,800
| +138% | +$302K |
2024 Q2
2 quarters
|
|
4768
PrimeEnergy Resources
PNRG
$324M
| $578K | ﹤0.01% |
2,632
+1,120
| +74% | +$203K |
2021 Q4
12 quarters
|
|
4769
Woodside Energy
WDS
$41.4B
| $577K | ﹤0.01% |
36,997
+1,417
| +4% | +$22.7K |
2022 Q2
10 quarters
|
|
4770
Capital Group Global Growth Equity ETF
CGGO
$12B
| $577K | ﹤0.01% |
19,735
+16,981
| +617% | +$509K |
2023 Q4
4 quarters
|
|
4771
Dakota Gold
DC
$794M
| $576K | ﹤0.01% |
261,602
+136,565
| +109% | +$308K |
2022 Q2
10 quarters
|
|
4772
ENI
E
$78.5B
| $575K | ﹤0.01% |
21,033
-9,941
| -32% | -$291K |
2013 Q2
46 quarters
|
|
4773
PUT
Inspire Medical Systems
INSP
$2.02B
| $575K | ﹤0.01% |
3,100
-2,300
| -43% | -$446K |
2023 Q4
4 quarters
|
|
4774
CALL
Celsius Holdings
CELH
$6.77B
| $574K | ﹤0.01% |
21,800
+19,500
| +848% | +$578K |
2024 Q3
1 quarter
|
|
|
HSHP
4775
Himalaya Shipping
HSHP
$857M
| $572K | ﹤0.01% |
117,767
+66,713
| +131% | +$437K |
2023 Q1
7 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.