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 | |
|---|---|---|---|---|---|---|---|
|
CWBC
5376
Community West Bancshares
CWBC
$715M
| $149K | ﹤0.01% |
7,686
+306
| +4% | +$6.09K |
2016 Q2
34 quarters
|
|
5377
CALL
Steel Dynamics
STLD
$33B
| $148K | ﹤0.01% |
+1,300
| New | +$173K |
2024 Q4
0 quarters
|
|
|
XIFR
5378
XPLR Infrastructure LP
XIFR
$988M
| $147K | ﹤0.01% |
8,276
-101,268
| -92% | -$2.02M |
2014 Q4
40 quarters
|
|
5379
Regional Management Corp
RM
$294M
| $147K | ﹤0.01% |
4,328
+95
| +2% | +$2.98K |
2016 Q4
32 quarters
|
|
|
ASM
5380
Avino Silver & Gold Mines
ASM
$936M
| $147K | ﹤0.01% |
+166,591
| New | +$191K |
2024 Q4
0 quarters
|
|
5381
Spire Global
SPIR
$444M
| $147K | ﹤0.01% |
10,428
+597
| +6% | +$7.29K |
2021 Q3
13 quarters
|
|
5382
First Trust Financials AlphaDEX Fund
FXO
$1.03B
| $147K | ﹤0.01% |
2,709
-176
| -6% | -$9.64K |
2022 Q3
9 quarters
|
|
5383
Cambria Shareholder Yield ETF
SYLD
$965M
| $146K | ﹤0.01% |
2,132
+2,127
| +42,540% | +$154K |
2023 Q3
5 quarters
|
|
5384
Adicet Bio
ACET
$61.1M
| $145K | ﹤0.01% |
9,405
+4,383
| +87% | +$82.7K |
2021 Q2
14 quarters
|
|
5385
Pulse Biosciences
PLSE
$3.46B
| $145K | ﹤0.01% |
8,309
+359
| +5% | +$6.33K |
2017 Q4
28 quarters
|
|
5386
Nerdy
NRDY
$67.7M
| $145K | ﹤0.01% |
5,952
+3,715
| +166% | +$69.1K |
2021 Q2
14 quarters
|
|
5387
Aptus Collared Investment Opportunity ETF
ACIO
$2.41B
| $145K | ﹤0.01% |
3,593
-1,582
| -31% | -$64.1K |
2022 Q4
8 quarters
|
|
|
ZK
5388
DELISTED
Zeekr
ZK
| $145K | ﹤0.01% |
+5,092
| New | +$130K |
2024 Q4
0 quarters
|
|
|
AEVA
5389
Aeva Technologies
AEVA
$1.03B
| $144K | ﹤0.01% |
30,211
-2,153
| -7% | -$8.72K |
2021 Q2
14 quarters
|
|
|
ADVM
5390
DELISTED
Adverum Biotechnologies
ADVM
| $143K | ﹤0.01% |
30,664
+21,274
| +227% | +$143K |
2014 Q3
41 quarters
|
|
5391
AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF
FLJJ
$8.59M
| $143K | ﹤0.01% |
4,965
+4,802
| +2,946% | +$136K |
2024 Q3
1 quarter
|
|
5392
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.73B
| $142K | ﹤0.01% |
8,694
+6,538
| +303% | +$108K |
2024 Q3
1 quarter
|
|
5393
Energy Vault
NRGV
$716M
| $142K | ﹤0.01% |
62,407
-10,920
| -15% | -$18.1K |
2021 Q4
12 quarters
|
|
5394
Teucrium Corn Fund
CORN
$137M
| $142K | ﹤0.01% |
7,575
-100
| -1% | -$1.81K |
2016 Q2
34 quarters
|
|
5395
Drilling Tools International
DTI
$81.9M
| $142K | ﹤0.01% |
43,441
+23,200
| +115% | +$79.8K |
2024 Q2
2 quarters
|
|
5396
ProQR Therapeutics
PRQR
$231M
| $142K | ﹤0.01% |
53,423
+53,123
| +17,708% | +$169K |
2019 Q4
20 quarters
|
|
5397
CALL
Moderna
MRNA
$75.4B
| $141K | ﹤0.01% |
3,400
-200
| -6% | -$9.56K |
2024 Q2
2 quarters
|
|
5398
Aptus Behavioral Momentum ETF
ADME
$309M
| $141K | ﹤0.01% |
3,015
-31
| -1% | -$1.46K |
2022 Q3
9 quarters
|
|
5399
AllianzIM U.S. Equity Buffer20 Apr ETF
APRW
$206M
| $141K | ﹤0.01% |
4,290
-9,675
| -69% | -$316K |
2024 Q2
2 quarters
|
|
5400
Lufax Holding
LU
$901M
| $140K | ﹤0.01% |
58,759
-4,476
| -7% | -$12.4K |
2020 Q4
16 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.