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 | |
|---|---|---|---|---|---|---|---|
|
BCYC
5501
Bicycle Therapeutics
BCYC
$242M
| $108K | ﹤0.01% |
7,707
-717
| -9% | -$15.4K |
2021 Q1
15 quarters
|
|
5502
Immunocore
IMCR
$1.53B
| $108K | ﹤0.01% |
3,648
-890
| -20% | -$28.1K |
2022 Q2
10 quarters
|
|
5503
Innovator US Equity Power Buffer ETF December
PDEC
$993M
| $108K | ﹤0.01% |
2,800
+196
| +8% | +$7.57K |
2024 Q2
2 quarters
|
|
|
DOO
5504
Bombardier Recreational Products
DOO
$3.97B
| $107K | ﹤0.01% |
2,112
-2,169
| -51% | -$113K |
2023 Q3
5 quarters
|
|
5505
Simplify Hedged Equity ETF
HEQT
$320M
| $107K | ﹤0.01% |
3,630
+392
| +12% | +$11.6K |
2021 Q4
12 quarters
|
|
5506
Prairie Operating Co
PROP
$43.7M
| $107K | ﹤0.01% |
15,451
+8,485
| +122% | +$70.7K |
2024 Q1
3 quarters
|
|
5507
FT Vest US Equity Moderate Buffer ETF June
GJUN
$516M
| $107K | ﹤0.01% |
+2,963
| New | +$106K |
2024 Q4
0 quarters
|
|
5508
LG Display
LPL
$3.1B
| $106K | ﹤0.01% |
34,539
-107,754
| -76% | -$380K |
2021 Q4
12 quarters
|
|
5509
Avantis Real Estate ETF
AVRE
$840M
| $106K | ﹤0.01% |
2,528
+1,857
| +277% | +$83K |
2023 Q4
4 quarters
|
|
5510
State Street SPDR Dow Jones International Real Estate ETF
RWX
$239M
| $106K | ﹤0.01% |
4,598
+2,283
| +99% | +$56.8K |
2014 Q4
40 quarters
|
|
5511
Afya
AFYA
$1.07B
| $106K | ﹤0.01% |
6,670
+6,369
| +2,116% | +$105K |
2024 Q3
1 quarter
|
|
5512
Amplify Energy
AMPY
$179M
| $106K | ﹤0.01% |
17,602
-38
| -0.2% | -$249 |
2017 Q2
30 quarters
|
|
5513
Entravision Communication
EVC
$669M
| $106K | ﹤0.01% |
44,897
+16,391
| +58% | +$38.4K |
2017 Q1
31 quarters
|
|
|
NNDM
5514
Nano Dimension
NNDM
$344M
| $105K | ﹤0.01% |
42,505
-60,825
| -59% | -$140K |
2021 Q1
15 quarters
|
|
|
ADGM
5515
Adagio Medical Holdings
ADGM
$3.47M
| $105K | ﹤0.01% |
+100,000
| New | +$241K |
2024 Q4
0 quarters
|
|
5516
CALL
Upstart Holdings
UPST
$2.23B
| $105K | ﹤0.01% |
1,700
| – | – |
2023 Q3
5 quarters
|
|
5517
Direxion Daily Homebuilders & Supplies Bull 3X ETF
NAIL
$521M
| $104K | ﹤0.01% |
1,238
-1,108
| -47% | -$149K |
2024 Q2
2 quarters
|
|
5518
Prime Medicine
PRME
$537M
| $104K | ﹤0.01% |
35,640
-1,742
| -5% | -$6.12K |
2022 Q4
8 quarters
|
|
5519
NET Power
NPWR
$125M
| $104K | ﹤0.01% |
9,792
+469
| +5% | +$4.6K |
2023 Q3
5 quarters
|
|
5520
Innovator International Developed Power Buffer ETF October
IOCT
$171M
| $104K | ﹤0.01% |
3,535
-50,766
| -93% | -$1.52M |
2024 Q1
3 quarters
|
|
5521
BlackRock Science and Technology Trust
BST
$1.8B
| $103K | ﹤0.01% |
2,826
| – | – |
2020 Q4
16 quarters
|
|
5522
Invesco Solar ETF
TAN
$903M
| $103K | ﹤0.01% |
3,117
-20,165
| -87% | -$744K |
2017 Q2
30 quarters
|
|
5523
PUT
Travere Therapeutics
TVTX
$5.35B
| $103K | ﹤0.01% |
+5,900
| New | +$104K |
2024 Q4
0 quarters
|
|
|
ELEV
5524
DELISTED
Elevation Oncology
ELEV
| $101K | ﹤0.01% |
180,375
+119,041
| +194% | +$70.3K |
2022 Q4
8 quarters
|
|
|
DFSI
5525
Dimensional International Sustainability Core 1 ETF
DFSI
$1.16B
| $101K | ﹤0.01% |
3,085
+988
| +47% | +$33.6K |
2023 Q1
7 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.