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 | |
|---|---|---|---|---|---|---|---|
5551
Larimar Therapeutics
LRMR
$312M
| $94.6K | ﹤0.01% |
24,452
+2,681
| +12% | +$17.7K |
2020 Q4
16 quarters
|
|
5552
Karat Packaging
KRT
$1.08B
| $94.5K | ﹤0.01% |
3,122
+64
| +2% | +$1.85K |
2021 Q2
14 quarters
|
|
5553
POET Technologies
POET
$1.4B
| $94.4K | ﹤0.01% |
+15,868
| New | +$70.4K |
2024 Q4
0 quarters
|
|
|
USAS
5554
Americas Gold and Silver
USAS
$1.53B
| $93.8K | ﹤0.01% |
+99,780
| New | +$101K |
2024 Q4
0 quarters
|
|
5555
JPMorgan International Bond Opportunities ETF
JPIB
$2.21B
| $93.4K | ﹤0.01% |
1,977
+1,145
| +138% | +$54.8K |
2023 Q3
5 quarters
|
|
5556
Werewolf Therapeutics
HOWL
$44.2M
| $93.1K | ﹤0.01% |
62,928
+49,608
| +372% | +$101K |
2021 Q2
14 quarters
|
|
5557
Idaho Strategic Resources
IDR
$450M
| $93K | ﹤0.01% |
9,129
-6,438
| -41% | -$86.7K |
2023 Q3
5 quarters
|
|
5558
CALL
Ramaco Resources Class A
METC
$532M
| $92.3K | ﹤0.01% |
+9,210
| New | +$102K |
2024 Q4
0 quarters
|
|
5559
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$696M
| $91.7K | ﹤0.01% |
+1,465
| New | +$95.1K |
2024 Q4
0 quarters
|
|
5560
OneWater Marine
ONEW
$163M
| $91.5K | ﹤0.01% |
5,266
+42
| +0.8% | +$898 |
2020 Q1
19 quarters
|
|
5561
Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF
TLTD
$665M
| $91.3K | ﹤0.01% |
1,326
+455
| +52% | +$32.5K |
2024 Q2
2 quarters
|
|
|
SEIE
5562
SEI Select International Equity ETF
SEIE
$1.28B
| $91.3K | ﹤0.01% |
+3,824
| New | +$93.6K |
2024 Q4
0 quarters
|
|
5563
Verastem
VSTM
$705M
| $90.7K | ﹤0.01% |
17,545
+667
| +4% | +$2.63K |
2020 Q2
18 quarters
|
|
5564
Candel Therapeutics
CADL
$784M
| $90.5K | ﹤0.01% |
10,426
+1,375
| +15% | +$8.13K |
2021 Q4
12 quarters
|
|
|
GRID
5565
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.2B
| $90.2K | ﹤0.01% |
755
-1,710
| -69% | -$213K |
2023 Q1
7 quarters
|
|
5566
Motley Fool 100 Index ETF
TMFC
$2.13B
| $89.9K | ﹤0.01% |
1,495
-1,475
| -50% | -$86.9K |
2024 Q1
3 quarters
|
|
5567
CALL
Ryan Specialty Holdings
RYAN
$4.64B
| $89.8K | ﹤0.01% |
+1,400
| New | +$97.5K |
2024 Q4
0 quarters
|
|
5568
iShares Currency Hedged MSCI Japan ETF
HEWJ
$661M
| $89.5K | ﹤0.01% |
2,100
| – | – |
2024 Q2
2 quarters
|
|
5569
Neuronetics
STIM
$171M
| $88.5K | ﹤0.01% |
54,939
+54,442
| +10,954% | +$56.6K |
2018 Q3
25 quarters
|
|
5570
Xtrackers Short Duration High Yield Bond ETF
SHYL
$262M
| $88.4K | ﹤0.01% |
1,976
-72
| -4% | -$3.25K |
2024 Q3
1 quarter
|
|
|
MRUS
5571
PUT
DELISTED
Merus
MRUS
| $88.3K | ﹤0.01% |
2,100
| – | – |
2024 Q2
2 quarters
|
|
5572
Lexeo Therapeutics
LXEO
$293M
| $88K | ﹤0.01% |
13,371
+3,093
| +30% | +$24.4K |
2023 Q4
4 quarters
|
|
|
DOG
5573
ProShares Short Dow30
DOG
$110M
| $87.6K | ﹤0.01% |
+3,300
| New | +$86.9K |
2024 Q4
0 quarters
|
|
5574
Lifecore Biomedical
LFCR
$248M
| $87.6K | ﹤0.01% |
11,785
+389
| +3% | +$2.48K |
2017 Q4
28 quarters
|
|
5575
First Trust Indxx NextG ETF
NXTG
$576M
| $87.5K | ﹤0.01% |
1,026
+25
| +2% | +$2.15K |
2021 Q3
13 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.