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 | Technology | 23.17% |
| 2 | Financials | 10.12% |
| 3 | Consumer Discretionary | 9.84% |
| 4 | Healthcare | 7.97% |
| 5 | Communication Services | 6.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
5476
PUT
AST SpaceMobile
ASTS
$21.3B
| $114K | ﹤0.01% |
+5,400
| New | +$132K |
|
5477
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.07B
| $114K | ﹤0.01% |
4,996
-237,375
| -98% | -$5.47M |
|
5478
Invivyd
IVVD
$212M
| $114K | ﹤0.01% |
256,900
+222,375
| +644% | +$173K |
|
5479
Pacer Data & Infrastructure Real Estate ETF
SRVR
$391M
| $114K | ﹤0.01% |
3,786
+3,323
| +718% | +$104K |
|
5480
CALL
Becton Dickinson
BDX
$50B
| $113K | ﹤0.01% |
+500
| New | +$115K |
|
5481
Identive
INVE
$64.1M
| $113K | ﹤0.01% |
30,943
-6,851
| -18% | -$25.7K |
|
5482
Caledonia Mining Corp
CMCL
$434M
| $113K | ﹤0.01% |
12,031
+4,479
| +59% | +$57.3K |
|
5483
PUT
e.l.f. Beauty
ELF
$5.4B
| $113K | ﹤0.01% |
900
-4,400
| -83% | -$528K |
|
|
RPTX
5484
DELISTED
Repare Therapeutics
RPTX
| $112K | ﹤0.01% |
85,802
+85,798
| +2,144,950% | +$256K |
|
5485
ProKidney
PROK
$273M
| $112K | ﹤0.01% |
66,415
+19,585
| +42% | +$35.3K |
|
5486
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.3B
| $112K | ﹤0.01% |
2,871
+2,596
| +944% | +$118K |
|
5487
FT Vest US Equity Deep Buffer ETF May
DMAY
$381M
| $112K | ﹤0.01% |
2,744
-8,000
| -74% | -$325K |
|
|
BLDP
5488
Ballard Power Systems
BLDP
$814M
| $112K | ﹤0.01% |
67,306
-75,299
| -53% | -$117K |
|
5489
Custom Truck One Source
CTOS
$2.4B
| $111K | ﹤0.01% |
23,164
-469,247
| -95% | -$2.12M |
|
5490
First Trust Dow 30 Equal Weight ETF
EDOW
$322M
| $111K | ﹤0.01% |
3,063
| – | – |
|
|
WCBR
5491
WisdomTree Cybersecurity Fund
WCBR
$122M
| $111K | ﹤0.01% |
3,932
+501
| +15% | +$13.9K |
|
5492
CAMP4 Therapeutics
CAMP
$341M
| $111K | ﹤0.01% |
+21,272
| New | +$175K |
|
|
AKYA
5493
DELISTED
Akoya BioSciences
AKYA
| $111K | ﹤0.01% |
48,313
+36,093
| +295% | +$95.6K |
|
5494
Jasper Therapeutics
JSPR
$26.3M
| $110K | ﹤0.01% |
5,165
-11,226
| -68% | -$234K |
|
5495
CALL
American Tower
AMT
$81.8B
| $110K | ﹤0.01% |
600
| – | – |
|
5496
Baytex Energy
BTE
$3.06B
| $110K | ﹤0.01% |
42,578
-122
| -0.3% | -$346 |
|
5497
Innovator Equity Defined Protection ETF - 2 Yr to April 2028
AAPR
$73M
| $110K | ﹤0.01% |
+4,163
| New | +$110K |
|
5498
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.57B
| $109K | ﹤0.01% |
5,600
-123,628
| -96% | -$2.41M |
|
5499
Korro Bio
KRRO
$196M
| $109K | ﹤0.01% |
2,854
-9,537
| -77% | -$490K |
|
5500
FuelCell Energy
FCEL
$1.79B
| $108K | ﹤0.01% |
11,979
-6,217
| -34% | -$61.6K |
|
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 510 new, 3,353 increased, 2,466 reduced and 523 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 Technology at 23% of assets, up from 23% a quarter earlier, followed by Financials and Consumer Discretionary.
- 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 510 new positions and closed 523 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.