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 | |
|---|---|---|---|---|---|---|---|
5726
CALL
Olin
OLN
$1.82B
| $57.5K | ﹤0.01% |
1,700
| – | – |
2024 Q2
2 quarters
|
|
|
TECX
5727
Tectonic Therapeutic
TECX
$443M
| $57.4K | ﹤0.01% |
1,244
+1,222
| +5,555% | +$51.7K |
2018 Q2
26 quarters
|
|
|
KVACW
5728
DELISTED
Keen Vision Acquisition Corp Warrant
KVACW
| – | – |
0
| – | – |
2024 Q3
1 quarter
|
|
5729
Radcom
RDCM
$170M
| $56.9K | ﹤0.01% |
4,600
+4,300
| +1,433% | +$48.2K |
2024 Q2
2 quarters
|
|
5730
Innovator US Equity Buffer ETF August
BAUG
$271M
| $56.8K | ﹤0.01% |
1,304
-2,914
| -69% | -$127K |
2024 Q3
1 quarter
|
|
|
ZTEK
5731
DELISTED
Zentek
ZTEK
| $56.8K | ﹤0.01% |
20,000
| – | – |
2023 Q3
5 quarters
|
|
|
5732
CALL
Arthur J. Gallagher & Co
AJG
$59.4B
| $56.8K | ﹤0.01% |
+200
| New | +$58.2K |
2024 Q4
0 quarters
|
|
5733
American Century Short Duration Strategic Income ETF
SDSI
$301M
| $56.8K | ﹤0.01% |
+1,116
| New | +$57.1K |
2024 Q4
0 quarters
|
|
5734
Dimensional California Municipal Bond ETF
DFCA
$650M
| $56.7K | ﹤0.01% |
+1,133
| New | +$57.1K |
2024 Q4
0 quarters
|
|
5735
Franklin High Yield Corporate ETF
FLHY
$1.22B
| $56.3K | ﹤0.01% |
2,358
-396
| -14% | -$9.55K |
2023 Q3
5 quarters
|
|
5736
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$602M
| $56.2K | ﹤0.01% |
406
| – | – |
2022 Q4
8 quarters
|
|
5737
BNY Mellon Global Infrastructure Income ETF
BKGI
$1.81B
| $55.8K | ﹤0.01% |
+1,851
| New | +$58.2K |
2024 Q4
0 quarters
|
|
5738
Columbia India Consumer ETF
INCO
$205M
| $55.8K | ﹤0.01% |
866
-4,450
| -84% | -$308K |
2023 Q4
4 quarters
|
|
5739
Invesco DB Base Metals Fund
DBB
$361M
| $55.8K | ﹤0.01% |
2,958
-866
| -23% | -$17.5K |
2020 Q4
16 quarters
|
|
5740
The Joint Corp
JYNT
$106M
| $55.7K | ﹤0.01% |
5,241
+372
| +8% | +$4.15K |
2019 Q1
23 quarters
|
|
5741
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$508M
| $55.7K | ﹤0.01% |
2,375
-67,503
| -97% | -$1.6M |
2024 Q3
1 quarter
|
|
5742
Townsquare Media
TSQ
$79.3M
| $55.6K | ﹤0.01% |
6,114
+423
| +7% | +$4.24K |
2023 Q2
6 quarters
|
|
|
AXIA
5743
DELISTED
AXIA Energia
AXIA
| $55.3K | ﹤0.01% |
12,212
-1,909
| -14% | -$9.54K |
2016 Q4
32 quarters
|
|
|
ABPWW
5744
DELISTED
Abpro Holdings Warrant
ABPWW
| – | – |
0
| – | – |
2023 Q4
4 quarters
|
|
5745
ProShares MSCI EAFE Dividend Growers ETF
EFAD
$61.1M
| $55.1K | ﹤0.01% |
1,488
-1,775
| -54% | -$69.4K |
2022 Q4
8 quarters
|
|
5746
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.42B
| $55K | ﹤0.01% |
613
-297
| -33% | -$27.4K |
2023 Q4
4 quarters
|
|
5747
CALL
Colgate-Palmolive
CL
$67.4B
| $54.5K | ﹤0.01% |
+600
| New | +$57.3K |
2024 Q4
0 quarters
|
|
5748
Cellectar Biosciences
CLRB
$17.7M
| $54.5K | ﹤0.01% |
6,080
+5,308
| +688% | +$245K |
2024 Q2
2 quarters
|
|
5749
iShares Core Conservative Allocation ETF
AOK
$812M
| $54.5K | ﹤0.01% |
1,461
-200
| -12% | -$7.6K |
2015 Q3
37 quarters
|
|
|
ORKA
5750
Oruka Therapeutics
ORKA
$5.52B
| $54.3K | ﹤0.01% |
+2,800
| New | +$68.3K |
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.