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 | |
|---|---|---|---|---|---|---|
|
NSLR
5626
Neostellar Capital Corp
NSLR
$278M
| $76.4K | ﹤0.01% |
13,000
+12,840
| +8,025% | +$65.7K |
|
5627
AAM S&P 500 High Dividend Value ETF
SPDV
$104M
| $76.4K | ﹤0.01% |
+2,349
| New | +$79.2K |
|
5628
Bridger Aerospace
BAER
$73.5M
| $75.9K | ﹤0.01% |
35,630
+18,695
| +110% | +$50.5K |
|
5629
Innovator Buffer Step-Up Strategy ETF
BSTP
$61.5M
| $75.9K | ﹤0.01% |
2,284
| – | – |
|
5630
Birkenstock
BIRK
$7.24B
| $75.8K | ﹤0.01% |
1,338
+707
| +112% | +$35.9K |
|
5631
AdvisorShares STAR Global Buy-Write ETF
VEGA
$91.5M
| $75.6K | ﹤0.01% |
+1,760
| New | +$77.4K |
|
5632
CALL
Zeta Global
ZETA
$7.29B
| $75.6K | ﹤0.01% |
+4,200
| New | +$106K |
|
5633
Wheels Up
UP
$182M
| $75.4K | ﹤0.01% |
2,284
+70
| +3% | +$2.95K |
|
5634
Duluth Holdings
DLTH
$153M
| $75.3K | ﹤0.01% |
24,353
-8,111
| -25% | -$29.5K |
|
5635
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.79B
| $75.1K | ﹤0.01% |
3,249
-4,512
| -58% | -$108K |
|
|
IAUX
5636
i-80 Gold Corp
IAUX
$1.45B
| $74.4K | ﹤0.01% |
153,402
+6,449
| +4% | +$5.21K |
|
5637
Invesco S&P SmallCap Health Care ETF
PSCH
$173M
| $74.3K | ﹤0.01% |
1,677
-153
| -8% | -$6.98K |
|
5638
PUT
BridgeBio Pharma
BBIO
$15.6B
| $74.1K | ﹤0.01% |
2,700
| – | – |
|
5639
Star Bulk Carriers
SBLK
$3.24B
| $74K | ﹤0.01% |
4,952
-26,276
| -84% | -$488K |
|
5640
QuickLogic
QUIK
$234M
| $74K | ﹤0.01% |
6,545
+470
| +8% | +$3.81K |
|
5641
PUT
SoFi Technologies
SOFI
$23.6B
| $73.9K | ﹤0.01% |
4,800
-2,033,800
| -100% | -$26.4M |
|
|
PARAA
5642
DELISTED
Paramount Global Class A
PARAA
| $73.8K | ﹤0.01% |
3,311
+60
| +2% | +$1.34K |
|
5643
LivePerson
LPSN
$35.2M
| $73.8K | ﹤0.01% |
3,235
-6,119
| -65% | -$93.6K |
|
5644
ADC Therapeutics
ADCT
$128M
| $73.7K | ﹤0.01% |
37,021
-41,792
| -53% | -$109K |
|
5645
CION Investment
CION
$370M
| $73.7K | ﹤0.01% |
6,462
-13,026
| -67% | -$152K |
|
|
ELP
5646
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
| $73.6K | ﹤0.01% |
+12,415
| New | +$82K |
|
5647
ProShares UltraShort Bloomberg Crude Oil
SCO
$594M
| $73.4K | ﹤0.01% |
1,085
-1,083
| -50% | -$77.3K |
|
5648
Opus Small Cap Value ETF
OSCV
$715M
| $73.4K | ﹤0.01% |
1,984
-772
| -28% | -$29.8K |
|
5649
Perma-Fix Environmental Services
PESI
$368M
| $73.4K | ﹤0.01% |
6,629
+321
| +5% | +$4.22K |
|
5650
iShares MSCI France ETF
EWQ
$332M
| $72.8K | ﹤0.01% |
2,030
+162
| +9% | +$6.05K |
|
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.