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 | |
|---|---|---|---|---|---|---|
5601
InfraCap MLP ETF
AMZA
$484M
| $80.1K | ﹤0.01% |
1,872
-12
| -0.6% | -$509 |
|
5602
Medallion Financial
MFIN
$264M
| $79.9K | ﹤0.01% |
8,511
+296
| +4% | +$2.76K |
|
|
KZR
5603
DELISTED
Kezar Life Sciences
KZR
| $79.9K | ﹤0.01% |
11,884
+11,717
| +7,016% | +$87.3K |
|
5604
ProFrac Holding
ACDC
$978M
| $79.8K | ﹤0.01% |
10,278
+98
| +1% | +$704 |
|
|
LUXE
5605
LuxExperience B.V.
LUXE
$1.05B
| $79.6K | ﹤0.01% |
+11,206
| New | +$75K |
|
5606
System1
SST
$24.6M
| $79.5K | ﹤0.01% |
8,854
+5,455
| +160% | +$54.9K |
|
5607
Allot
ALLT
$383M
| $79.4K | ﹤0.01% |
13,344
-9,523
| -42% | -$38.4K |
|
5608
Greenwich LifeSciences
GLSI
$247M
| $79.3K | ﹤0.01% |
7,061
+4,465
| +172% | +$59.8K |
|
5609
CALL
Exelon
EXC
$47.2B
| $79K | ﹤0.01% |
+2,100
| New | +$81.5K |
|
5610
Crawford & Co Class A
CRD.A
$632M
| $78.8K | ﹤0.01% |
6,817
+37
| +0.5% | +$425 |
|
|
EH
5611
EHang Holdings
EH
$450M
| $78.7K | ﹤0.01% |
+5,000
| New | +$80.3K |
|
|
CLPR
5612
Clipper Realty
CLPR
$54M
| $78.6K | ﹤0.01% |
17,155
-8,061
| -32% | -$45.3K |
|
5613
AllianzIM U.S. Equity Buffer10 Feb ETF
FEBT
$162M
| $78.5K | ﹤0.01% |
2,322
| – | – |
|
|
ECXWW
5614
ECARX Holdings Warrants
ECXWW
$1.24M
| – | – |
0
| – | – |
|
5615
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$457M
| $78.3K | ﹤0.01% |
+3,350
| New | +$78.9K |
|
5616
KT
KT
$9.11B
| $78.1K | ﹤0.01% |
5,031
-102,263
| -95% | -$1.63M |
|
5617
Prelude Therapeutics
PRLD
$443M
| $78K | ﹤0.01% |
61,149
+55,183
| +925% | +$73.2K |
|
5618
ProShares Short S&P500
SH
$841M
| $77.9K | ﹤0.01% |
+1,837
| New | +$78.2K |
|
5619
VanEck Emerging Markets High Yield Bond ETF
HYEM
$528M
| $77.7K | ﹤0.01% |
3,991
-151,203
| -97% | -$2.97M |
|
5620
FT Vest US Equity Deep Buffer ETF August
DAUG
$374M
| $77.5K | ﹤0.01% |
+1,952
| New | +$77.3K |
|
5621
Pacer Swan SOS Fund of Funds ETF
PSFF
$598M
| $77.3K | ﹤0.01% |
2,640
+2,379
| +911% | +$69.3K |
|
5622
Galectin Therapeutics
GALT
$347M
| $77K | ﹤0.01% |
59,693
+29,065
| +95% | +$69.7K |
|
|
IMOS
5623
ChipMOS TECHNOLOGIES
IMOS
$2.03B
| $76.9K | ﹤0.01% |
4,083
+3,609
| +761% | +$74.9K |
|
5624
BRC Inc
BRCC
$213M
| $76.7K | ﹤0.01% |
24,208
+499
| +2% | +$1.56K |
|
|
GRDN
5625
Guardian Pharmacy Services
GRDN
$2.43B
| $76.7K | ﹤0.01% |
+3,785
| New | +$78.2K |
|
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.