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 | |
|---|---|---|---|---|---|---|---|
5351
Shattuck Labs
STTK
$660M
| $161K | ﹤0.01% |
132,696
+105,163
| +382% | +$130K |
2020 Q4
16 quarters
|
|
5352
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$591M
| $160K | ﹤0.01% |
+7,500
| New | +$162K |
2024 Q4
0 quarters
|
|
5353
Bausch Health
BHC
$2.14B
| $160K | ﹤0.01% |
19,840
+18,366
| +1,246% | +$151K |
2013 Q2
46 quarters
|
|
5354
Global X Cloud Computing ETF
CLOU
$378M
| $160K | ﹤0.01% |
6,657
+749
| +13% | +$17.1K |
2020 Q4
16 quarters
|
|
5355
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$65M
| $159K | ﹤0.01% |
3,360
-30
| -0.9% | -$1.42K |
2023 Q3
5 quarters
|
|
5356
Granite Ridge Resources
GRNT
$594M
| $158K | ﹤0.01% |
24,502
-21,817
| -47% | -$135K |
2023 Q1
7 quarters
|
|
5357
WisdomTree US Quality Growth Fund
QGRW
$3.22B
| $158K | ﹤0.01% |
3,213
-3,139
| -49% | -$151K |
2024 Q1
3 quarters
|
|
5358
Bit Digital
BTBT
$577M
| $158K | ﹤0.01% |
53,926
+265
| +0.5% | +$1.04K |
2021 Q4
12 quarters
|
|
5359
Designer Brands
DBI
$307M
| $156K | ﹤0.01% |
29,267
-14,476
| -33% | -$81K |
2015 Q1
39 quarters
|
|
5360
Actinium Pharmaceuticals
ATNM
$36.2M
| $156K | ﹤0.01% |
123,831
+110,141
| +805% | +$171K |
2023 Q2
6 quarters
|
|
5361
First Trust New York Municipal High Income ETF
FMNY
$36M
| $156K | ﹤0.01% |
5,835
+676
| +13% | +$18.2K |
2023 Q3
5 quarters
|
|
5362
Acrivon Therapeutics
ACRV
$86.1M
| $155K | ﹤0.01% |
25,809
-8,182
| -24% | -$59.5K |
2023 Q1
7 quarters
|
|
5363
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$116M
| $153K | ﹤0.01% |
5,525
-7,236
| -57% | -$200K |
2024 Q3
1 quarter
|
|
|
TE
5364
T1 Energy
TE
$1.15B
| $153K | ﹤0.01% |
59,386
+5,576
| +10% | +$9.36K |
2024 Q2
2 quarters
|
|
5365
Direxion Daily Aerospace & Defense Bull 3X ETF
DFEN
$277M
| $152K | ﹤0.01% |
5,528
+1,540
| +39% | +$53.4K |
2021 Q1
15 quarters
|
|
5366
Bowman Consulting
BWMN
$738M
| $152K | ﹤0.01% |
6,095
+231
| +4% | +$5.63K |
2022 Q4
8 quarters
|
|
5367
CALL
Rivian
RIVN
$20.7B
| $152K | ﹤0.01% |
11,400
-52,500
| -82% | -$604K |
2023 Q4
4 quarters
|
|
|
NREF
5368
NexPoint Real Estate Finance
NREF
$297M
| $151K | ﹤0.01% |
9,649
+3,099
| +47% | +$49.6K |
2021 Q1
15 quarters
|
|
|
EOI
5369
Eaton Vance Enhanced Equity Income Fund
EOI
$813M
| $150K | ﹤0.01% |
7,231
+1,031
| +17% | +$21.4K |
2024 Q2
2 quarters
|
|
|
LOVE
5370
LoveSac
LOVE
$213M
| $150K | ﹤0.01% |
6,342
-27,168
| -81% | -$814K |
2018 Q3
25 quarters
|
|
5371
PUT
The Mosaic Company
MOS
$6.77B
| $150K | ﹤0.01% |
6,100
-256,500
| -98% | -$6.71M |
2023 Q4
4 quarters
|
|
5372
MasterCraft Boat Holdings
MCFT
$490M
| $149K | ﹤0.01% |
7,837
+544
| +7% | +$10.4K |
2017 Q4
28 quarters
|
|
5373
Absci
ABSI
$1.9B
| $149K | ﹤0.01% |
56,986
+7,607
| +15% | +$26.8K |
2021 Q3
13 quarters
|
|
5374
Innovator US Equity Ultra Buffer ETF April
UAPR
$159M
| $149K | ﹤0.01% |
4,841
+100
| +2% | +$3.07K |
2023 Q3
5 quarters
|
|
5375
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
$235M
| $149K | ﹤0.01% |
1,515
+163
| +12% | +$16.1K |
2023 Q3
5 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.