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 | |
|---|---|---|---|---|---|---|---|
5176
Nautilus Biotechnolgy
NAUT
$249M
| $245K | ﹤0.01% |
145,937
+110,334
| +310% | +$264K |
2021 Q4
12 quarters
|
|
5177
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.18B
| $245K | ﹤0.01% |
7,936
+795
| +11% | +$24.7K |
2021 Q3
13 quarters
|
|
|
ZBIO
5178
Zenas BioPharma
ZBIO
$1.84B
| $244K | ﹤0.01% |
+29,839
| New | +$465K |
2024 Q4
0 quarters
|
|
5179
Nano X Imaging
NNOX
$50M
| $244K | ﹤0.01% |
33,915
-7,449
| -18% | -$47.7K |
2020 Q4
16 quarters
|
|
5180
ProShares Ultra Bloomberg Crude Oil
UCO
$435M
| $244K | ﹤0.01% |
8,855
-4,035
| -31% | -$107K |
2018 Q4
24 quarters
|
|
5181
Goldman Sachs MarketBeta US Equity ETF
GSUS
$3.51B
| $243K | ﹤0.01% |
3,012
+574
| +24% | +$46.6K |
2024 Q3
1 quarter
|
|
5182
Phibro Animal Health
PAHC
$1.51B
| $243K | ﹤0.01% |
11,585
+246
| +2% | +$5.69K |
2014 Q2
42 quarters
|
|
5183
The ONE Group
STKS
$49.4M
| $242K | ﹤0.01% |
83,411
+67,698
| +431% | +$225K |
2021 Q2
14 quarters
|
|
5184
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$287M
| $242K | ﹤0.01% |
5,010
-1,397
| -22% | -$68.5K |
2022 Q4
8 quarters
|
|
5185
FT Vest US Equity Deep Buffer ETF November
DNOV
$405M
| $241K | ﹤0.01% |
5,633
+4,315
| +327% | +$185K |
2024 Q2
2 quarters
|
|
|
DFSU
5186
Dimensional US Sustainability Core 1 ETF
DFSU
$2.36B
| $241K | ﹤0.01% |
6,366
-544
| -8% | -$20.8K |
2023 Q1
7 quarters
|
|
|
LENZ
5187
LENZ Therapeutics
LENZ
$112M
| $241K | ﹤0.01% |
8,342
+2,643
| +46% | +$80.6K |
2021 Q3
13 quarters
|
|
5188
Harvard Bioscience
HBIO
$38M
| $240K | ﹤0.01% |
11,359
+8,409
| +285% | +$193K |
2019 Q4
20 quarters
|
|
|
ARDT
5189
Ardent Health
ARDT
$1.46B
| $239K | ﹤0.01% |
13,992
+5,602
| +67% | +$97.1K |
2024 Q3
1 quarter
|
|
5190
Ocugen
OCGN
$346M
| $239K | ﹤0.01% |
296,615
+177,594
| +149% | +$163K |
2021 Q2
14 quarters
|
|
5191
CALL
Plug Power
PLUG
$2.65B
| $239K | ﹤0.01% |
+112,100
| New | +$245K |
2024 Q4
0 quarters
|
|
5192
Comp X International
CIX
$461M
| $238K | ﹤0.01% |
9,107
+2,638
| +41% | +$76.7K |
2016 Q4
32 quarters
|
|
5193
CALL
Intellia Therapeutics
NTLA
$1.72B
| $238K | ﹤0.01% |
+20,400
| New | +$318K |
2024 Q4
0 quarters
|
|
5194
AirSculpt Technologies
AIRS
$128M
| $238K | ﹤0.01% |
45,803
+39,763
| +658% | +$244K |
2021 Q4
12 quarters
|
|
5195
FT Vest US Equity Buffer ETF July
FJUL
$1.34B
| $238K | ﹤0.01% |
4,851
+4,169
| +611% | +$204K |
2023 Q4
4 quarters
|
|
5196
InnovAge Holding
INNV
$1.22B
| $236K | ﹤0.01% |
60,143
+35,456
| +144% | +$184K |
2021 Q1
15 quarters
|
|
5197
ClearBridge Large Cap Growth Select ETF
LRGE
$395M
| $236K | ﹤0.01% |
3,138
+580
| +23% | +$43.9K |
2024 Q2
2 quarters
|
|
5198
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$581M
| $236K | ﹤0.01% |
2,540
+112
| +5% | +$10.4K |
2023 Q3
5 quarters
|
|
5199
VEON
VEON
$5.21B
| $235K | ﹤0.01% |
5,848
+3,200
| +121% | +$106K |
2013 Q2
46 quarters
|
|
5200
Byrna Technologies
BYRN
$81.4M
| $234K | ﹤0.01% |
8,109
+484
| +6% | +$9.49K |
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.