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 | |
|---|---|---|---|---|---|---|---|
5476
PUT
AST SpaceMobile
ASTS
$17.3B
| $114K | ﹤0.01% |
+5,400
| New | +$132K |
2024 Q4
0 quarters
|
|
5477
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.95B
| $114K | ﹤0.01% |
4,996
-237,375
| -98% | -$5.47M |
2024 Q2
2 quarters
|
|
5478
Invivyd
IVVD
$231M
| $114K | ﹤0.01% |
256,900
+222,375
| +644% | +$173K |
2021 Q3
13 quarters
|
|
5479
Pacer Data & Infrastructure Real Estate ETF
SRVR
$320M
| $114K | ﹤0.01% |
3,786
+3,323
| +718% | +$104K |
2023 Q2
6 quarters
|
|
5480
CALL
Becton Dickinson
BDX
$48.2B
| $113K | ﹤0.01% |
+500
| New | +$115K |
2024 Q4
0 quarters
|
|
5481
INVE Technologies, Inc. Common Stock
INVE
$56.7M
| $113K | ﹤0.01% |
30,943
-6,851
| -18% | -$25.7K |
2021 Q2
14 quarters
|
|
5482
Caledonia Mining Corp
CMCL
$462M
| $113K | ﹤0.01% |
12,031
+4,479
| +59% | +$57.3K |
2019 Q1
23 quarters
|
|
5483
PUT
e.l.f. Beauty
ELF
$6.06B
| $113K | ﹤0.01% |
900
-4,400
| -83% | -$528K |
2024 Q1
3 quarters
|
|
|
RPTX
5484
DELISTED
Repare Therapeutics
RPTX
| $112K | ﹤0.01% |
85,802
+85,798
| +2,144,950% | +$256K |
2020 Q4
16 quarters
|
|
5485
ProKidney
PROK
$353M
| $112K | ﹤0.01% |
66,415
+19,585
| +42% | +$35.3K |
2022 Q4
8 quarters
|
|
5486
VanEck Rare Earth/Strategic Metals ETF
REMX
$1.8B
| $112K | ﹤0.01% |
2,871
+2,596
| +944% | +$118K |
2024 Q3
1 quarter
|
|
5487
FT Vest US Equity Deep Buffer ETF May
DMAY
$383M
| $112K | ﹤0.01% |
2,744
-8,000
| -74% | -$325K |
2024 Q2
2 quarters
|
|
|
BLDP
5488
Ballard Power Systems
BLDP
$723M
| $112K | ﹤0.01% |
67,306
-75,299
| -53% | -$117K |
2015 Q4
36 quarters
|
|
5489
Custom Truck One Source
CTOS
$2.2B
| $111K | ﹤0.01% |
23,164
-469,247
| -95% | -$2.12M |
2020 Q2
18 quarters
|
|
5490
First Trust Dow 30 Equal Weight ETF
EDOW
$313M
| $111K | ﹤0.01% |
3,063
| – | – |
2022 Q4
8 quarters
|
|
|
WCBR
5491
WisdomTree Cybersecurity Fund
WCBR
$175M
| $111K | ﹤0.01% |
3,932
+501
| +15% | +$13.9K |
2024 Q2
2 quarters
|
|
5492
CAMP4 Therapeutics
CAMP
$234M
| $111K | ﹤0.01% |
+21,272
| New | +$175K |
2024 Q4
0 quarters
|
|
|
AKYA
5493
DELISTED
Akoya BioSciences
AKYA
| $111K | ﹤0.01% |
48,313
+36,093
| +295% | +$95.6K |
2021 Q2
14 quarters
|
|
5494
Jasper Therapeutics
JSPR
$20M
| $110K | ﹤0.01% |
5,165
-11,226
| -68% | -$234K |
2024 Q2
2 quarters
|
|
5495
CALL
American Tower
AMT
$75.2B
| $110K | ﹤0.01% |
600
| – | – |
2021 Q2
14 quarters
|
|
5496
Baytex Energy
BTE
$3.2B
| $110K | ﹤0.01% |
42,578
-122
| -0.3% | -$346 |
2023 Q1
7 quarters
|
|
5497
Innovator Equity Defined Protection ETF - 2 Yr to April 2028
AAPR
$70.9M
| $110K | ﹤0.01% |
+4,163
| New | +$110K |
2024 Q4
0 quarters
|
|
5498
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.25B
| $109K | ﹤0.01% |
5,600
-123,628
| -96% | -$2.41M |
2023 Q3
5 quarters
|
|
5499
Korro Bio
KRRO
$142M
| $109K | ﹤0.01% |
2,854
-9,537
| -77% | -$490K |
2019 Q4
20 quarters
|
|
5500
FuelCell Energy
FCEL
$1.4B
| $108K | ﹤0.01% |
11,979
-6,217
| -34% | -$61.6K |
2020 Q2
18 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.