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 | |
|---|---|---|---|---|---|---|---|
5576
Biomea Fusion
BMEA
$93.5M
| $87.4K | ﹤0.01% |
22,535
+4,868
| +28% | +$38.8K |
2021 Q2
14 quarters
|
|
5577
Northern Trust iBoxx 3-Year Target Duration TIPS ETF
TDTT
$2.5B
| $87.1K | ﹤0.01% |
3,694
+1,642
| +80% | +$39K |
2023 Q4
4 quarters
|
|
5578
Invesco Variable Rate Investment Grade ETF
VRIG
$1.84B
| $86.7K | ﹤0.01% |
3,451
+2,862
| +486% | +$71.9K |
2024 Q1
3 quarters
|
|
5579
US Gold Corp
USAU
$246M
| $86.5K | ﹤0.01% |
14,117
+6,831
| +94% | +$45.2K |
2023 Q3
5 quarters
|
|
|
AAM.WS
5580
DELISTED
AA Mission Acquisition Corp Warrants
AAM.WS
| – | – |
0
| – | – |
2024 Q4
0 quarters
|
|
5581
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$389M
| $84.9K | ﹤0.01% |
1,460
-7,885
| -84% | -$480K |
2020 Q4
16 quarters
|
|
5582
CALL
International Flavors & Fragrances
IFF
$21.5B
| $84.5K | ﹤0.01% |
1,000
-4,100
| -80% | -$385K |
2024 Q1
3 quarters
|
|
5583
Cardiff Oncology
CRDF
$91.8M
| $84.4K | ﹤0.01% |
19,449
+2,043
| +12% | +$6.38K |
2020 Q4
16 quarters
|
|
5584
TTEC Holdings
TTEC
$72.5M
| $84.3K | ﹤0.01% |
16,892
+7,347
| +77% | +$38.4K |
2015 Q4
36 quarters
|
|
|
WBX
5585
Wallbox
WBX
$66M
| $84.3K | ﹤0.01% |
+8,416
| New | +$133K |
2024 Q4
0 quarters
|
|
|
ALMS
5586
Alumis Inc
ALMS
$920M
| $84.2K | ﹤0.01% |
10,707
-7,168
| -40% | -$71.9K |
2024 Q3
1 quarter
|
|
|
PEO
5587
Adams Natural Resources Fund
PEO
$770M
| $83.9K | ﹤0.01% |
3,860
-106
| -3% | -$2.42K |
2015 Q4
36 quarters
|
|
5588
AGF US Market Neutral Anti-Beta Fund
BTAL
$316M
| $83.6K | ﹤0.01% |
4,526
-3,746
| -45% | -$72.1K |
2022 Q4
8 quarters
|
|
5589
MarketWise
MKTW
$55.5M
| $83.6K | ﹤0.01% |
7,361
+3,823
| +108% | +$42.7K |
2021 Q3
13 quarters
|
|
|
RPT
5590
Rithm Property Trust
RPT
$84.2M
| $82.9K | ﹤0.01% |
4,652
-113
| -2% | -$2.08K |
2017 Q3
29 quarters
|
|
|
UHG
5591
DELISTED
United Homes Group
UHG
| $82.6K | ﹤0.01% |
19,521
+10,523
| +117% | +$58.3K |
2023 Q2
6 quarters
|
|
5592
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$215M
| $82.5K | ﹤0.01% |
2,186
-12
| -0.5% | -$470 |
2022 Q4
8 quarters
|
|
5593
American Realty Investors
ARL
$275M
| $82.3K | ﹤0.01% |
5,603
+2,805
| +100% | +$43K |
2018 Q2
26 quarters
|
|
5594
CALL
Cameco
CCJ
$37.6B
| $82.2K | ﹤0.01% |
1,600
-38,600
| -96% | -$2.1M |
2024 Q3
1 quarter
|
|
5595
CALL
Aurora
AUR
$11.1B
| $81.9K | ﹤0.01% |
+13,000
| New | +$81.4K |
2024 Q4
0 quarters
|
|
|
HUDAR
5596
DELISTED
Hudson Acquisition I Corp. Right
HUDAR
| $81.8K | ﹤0.01% |
400,000
| – | – |
2023 Q4
4 quarters
|
|
5597
CALL
Genuine Parts
GPC
$17.5B
| $81.7K | ﹤0.01% |
+700
| New | +$87.3K |
2024 Q4
0 quarters
|
|
5598
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$619M
| $80.9K | ﹤0.01% |
743
-100
| -12% | -$11.3K |
2023 Q4
4 quarters
|
|
5599
Offerpad Solutions Inc. Class A Common Stock
OPAD
$16M
| $80.3K | ﹤0.01% |
2,817
+1,740
| +162% | +$62.3K |
2021 Q3
13 quarters
|
|
5600
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$285M
| $80.3K | ﹤0.01% |
3,500
+3,383
| +2,891% | +$78.2K |
2024 Q3
1 quarter
|
|
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.