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 | |
|---|---|---|---|---|---|---|---|
5601
InfraCap MLP ETF
AMZA
$458M
| $80.1K | ﹤0.01% |
1,872
-12
| -0.6% | -$509 |
2021 Q1
15 quarters
|
|
5602
Medallion Financial
MFIN
$274M
| $79.9K | ﹤0.01% |
8,511
+296
| +4% | +$2.76K |
2019 Q1
23 quarters
|
|
|
KZR
5603
DELISTED
Kezar Life Sciences
KZR
| $79.9K | ﹤0.01% |
11,884
+11,717
| +7,016% | +$87.3K |
2018 Q3
25 quarters
|
|
5604
ProFrac Holding
ACDC
$801M
| $79.8K | ﹤0.01% |
10,278
+98
| +1% | +$704 |
2022 Q3
9 quarters
|
|
|
LUXE
5605
LuxExperience B.V.
LUXE
$1.4B
| $79.6K | ﹤0.01% |
+11,206
| New | +$75K |
2024 Q4
0 quarters
|
|
5606
System1
SST
$23M
| $79.5K | ﹤0.01% |
8,854
+5,455
| +160% | +$54.9K |
2023 Q2
6 quarters
|
|
5607
Allot
ALLT
$414M
| $79.4K | ﹤0.01% |
13,344
-9,523
| -42% | -$38.4K |
2020 Q4
16 quarters
|
|
5608
Greenwich LifeSciences
GLSI
$255M
| $79.3K | ﹤0.01% |
7,061
+4,465
| +172% | +$59.8K |
2021 Q2
14 quarters
|
|
5609
CALL
Exelon
EXC
$41.7B
| $79K | ﹤0.01% |
+2,100
| New | +$81.5K |
2024 Q4
0 quarters
|
|
5610
Crawford & Co Class A
CRD.A
$598M
| $78.8K | ﹤0.01% |
6,817
+37
| +0.5% | +$425 |
2019 Q1
23 quarters
|
|
|
EH
5611
EHang Holdings
EH
$309M
| $78.7K | ﹤0.01% |
+5,000
| New | +$80.3K |
2024 Q4
0 quarters
|
|
|
CLPR
5612
Clipper Realty
CLPR
$50.3M
| $78.6K | ﹤0.01% |
17,155
-8,061
| -32% | -$45.3K |
2017 Q4
28 quarters
|
|
5613
AllianzIM U.S. Equity Buffer10 Feb ETF
FEBT
$161M
| $78.5K | ﹤0.01% |
2,322
| – | – |
2024 Q3
1 quarter
|
|
|
ECXWW
5614
ECARX Holdings Warrants
ECXWW
$547K
| – | – |
0
| – | – |
2024 Q4
0 quarters
|
|
5615
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$458M
| $78.3K | ﹤0.01% |
+3,350
| New | +$78.9K |
2024 Q4
0 quarters
|
|
5616
KT
KT
$8.91B
| $78.1K | ﹤0.01% |
5,031
-102,263
| -95% | -$1.63M |
2017 Q2
30 quarters
|
|
5617
Prelude Therapeutics
PRLD
$302M
| $78K | ﹤0.01% |
61,149
+55,183
| +925% | +$73.2K |
2020 Q4
16 quarters
|
|
5618
ProShares Short S&P500
SH
$962M
| $77.9K | ﹤0.01% |
+1,837
| New | +$78.2K |
2024 Q4
0 quarters
|
|
5619
VanEck Emerging Markets High Yield Bond ETF
HYEM
$507M
| $77.7K | ﹤0.01% |
3,991
-151,203
| -97% | -$2.97M |
2023 Q3
5 quarters
|
|
5620
FT Vest US Equity Deep Buffer ETF August
DAUG
$434M
| $77.5K | ﹤0.01% |
+1,952
| New | +$77.3K |
2024 Q4
0 quarters
|
|
5621
Pacer Swan SOS Fund of Funds ETF
PSFF
$611M
| $77.3K | ﹤0.01% |
2,640
+2,379
| +911% | +$69.3K |
2024 Q2
2 quarters
|
|
5622
Galectin Therapeutics
GALT
$379M
| $77K | ﹤0.01% |
59,693
+29,065
| +95% | +$69.7K |
2019 Q1
23 quarters
|
|
|
IMOS
5623
ChipMOS TECHNOLOGIES
IMOS
$2.53B
| $76.9K | ﹤0.01% |
4,083
+3,609
| +761% | +$74.9K |
2024 Q1
3 quarters
|
|
5624
BRC Inc
BRCC
$127M
| $76.7K | ﹤0.01% |
2,421
+50
| +2% | +$1.56K |
2022 Q1
11 quarters
|
|
|
GRDN
5625
Guardian Pharmacy Services
GRDN
$2.59B
| $76.7K | ﹤0.01% |
+3,785
| New | +$78.2K |
2024 Q4
0 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.