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 | |
|---|---|---|---|---|---|---|---|
4851
KraneShares Global Carbon Strategy ETF
KRBN
$135M
| $498K | ﹤0.01% |
17,002
-1,062
| -6% | -$32.8K |
2021 Q4
12 quarters
|
|
4852
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$714M
| $498K | ﹤0.01% |
21,492
-4,284
| -17% | -$99.5K |
2024 Q2
2 quarters
|
|
4853
Sky Harbour Group
SKYH
$368M
| $497K | ﹤0.01% |
41,668
+22,802
| +121% | +$267K |
2024 Q2
2 quarters
|
|
4854
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.23B
| $497K | ﹤0.01% |
25,445
-14,905
| -37% | -$300K |
2020 Q3
17 quarters
|
|
4855
Magnachip Semiconductor
MX
$134M
| $495K | ﹤0.01% |
123,237
+35,008
| +40% | +$149K |
2020 Q1
19 quarters
|
|
|
ADAP
4856
DELISTED
Adaptimmune Therapeutics
ADAP
| $494K | ﹤0.01% |
916,941
-128,592
| -12% | -$93.7K |
2016 Q3
33 quarters
|
|
|
ATXS
4857
DELISTED
Astria Therapeutics
ATXS
| $489K | ﹤0.01% |
54,664
+15,520
| +40% | +$165K |
2023 Q2
6 quarters
|
|
4858
Foster
FSTR
$392M
| $488K | ﹤0.01% |
18,131
+5,192
| +40% | +$124K |
2023 Q3
5 quarters
|
|
4859
NACCO Industries
NC
$274M
| $487K | ﹤0.01% |
16,325
+8,062
| +98% | +$239K |
2013 Q2
46 quarters
|
|
4860
Innovator US Equity Ultra Buffer ETF July
UJUL
$302M
| $486K | ﹤0.01% |
14,101
+14,094
| +201,343% | +$485K |
2023 Q3
5 quarters
|
|
4861
Sociedad Química y Minera de Chile
SQM
$18.4B
| $486K | ﹤0.01% |
13,354
+6,250
| +88% | +$245K |
2014 Q1
43 quarters
|
|
4862
iShares MSCI Thailand ETF
THD
$408M
| $485K | ﹤0.01% |
8,017
-1,395
| -15% | -$90.2K |
2017 Q3
29 quarters
|
|
|
SILV
4863
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
| $484K | ﹤0.01% |
54,233
-1,090,093
| -95% | -$11M |
2023 Q2
6 quarters
|
|
4864
HF Foods Group
HFFG
$90.6M
| $483K | ﹤0.01% |
150,504
+75,319
| +100% | +$264K |
2018 Q4
24 quarters
|
|
4865
Accuray
ARAY
$33.6M
| $481K | ﹤0.01% |
242,713
+201,037
| +482% | +$380K |
2014 Q3
41 quarters
|
|
4866
Cogent Biosciences
COGT
$5.38B
| $479K | ﹤0.01% |
61,460
-3,368
| -5% | -$33.6K |
2020 Q4
16 quarters
|
|
|
EQIN
4867
Columbia U.S. Equity Income ETF
EQIN
$303M
| $479K | ﹤0.01% |
10,806
+324
| +3% | +$15.2K |
2022 Q4
8 quarters
|
|
4868
PUT
Noble Corp
NE
$6.5B
| $479K | ﹤0.01% |
15,249
| – | – |
2024 Q3
1 quarter
|
|
4869
CALL
Teradyne
TER
$70.2B
| $478K | ﹤0.01% |
3,800
-300
| -7% | -$35.5K |
2024 Q3
1 quarter
|
|
4870
ALPS Equal Sector Weight ETF
EQL
$744M
| $477K | ﹤0.01% |
+11,418
| New | +$490K |
2024 Q4
0 quarters
|
|
4871
CALL
Eos Energy Enterprises
EOSE
$1.17B
| $476K | ﹤0.01% |
98,000
+28,000
| +40% | +$90.6K |
2024 Q3
1 quarter
|
|
|
MAPS
4872
DELISTED
WM TECHNOLOGY INC A
MAPS
| $476K | ﹤0.01% |
345,032
+175,748
| +104% | +$189K |
2021 Q4
12 quarters
|
|
4873
Lineage Cell Therapeutics
LCTX
$235M
| $476K | ﹤0.01% |
946,399
+269,237
| +40% | +$198K |
2017 Q4
28 quarters
|
|
4874
Perspective Therapeutics
CATX
$315M
| $475K | ﹤0.01% |
149,045
+124,133
| +498% | +$1.01M |
2023 Q3
5 quarters
|
|
4875
Purple Innovation
PRPL
$9.16M
| $474K | ﹤0.01% |
24,326
+23,240
| +2,140% | +$526K |
2018 Q3
25 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.