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 | |
|---|---|---|---|---|---|---|---|
5751
OneAscent International Equity ETF
OAIM
$382M
| $54.1K | ﹤0.01% |
+1,685
| New | +$56.2K |
2024 Q4
0 quarters
|
|
5752
First Trust Long Duration Opportunities ETF
LGOV
$589M
| $54K | ﹤0.01% |
2,589
+79
| +3% | +$1.69K |
2024 Q2
2 quarters
|
|
5753
Core Scientific Inc Tranche 2 Warrants
CORZZ
$1.34B
| – | – |
0
| – | – |
2024 Q1
3 quarters
|
|
5754
Fidelity Wise Origin Bitcoin Fund
FBTC
$15.7B
| $53.7K | ﹤0.01% |
658
+445
| +209% | +$32.3K |
2024 Q3
1 quarter
|
|
5755
Dorchester Minerals
DMLP
$1.4B
| $53.5K | ﹤0.01% |
1,605
+161
| +11% | +$5.25K |
2023 Q3
5 quarters
|
|
5756
-1x Short VIX Futures ETF
SVIX
$138M
| $53.3K | ﹤0.01% |
2,100
-41,900
| -95% | -$1.11M |
2023 Q3
5 quarters
|
|
|
PBT
5757
Permian Basin Royalty Trust
PBT
$1.46B
| $53K | ﹤0.01% |
4,782
+2,250
| +89% | +$27K |
2020 Q4
16 quarters
|
|
5758
Invesco S&P SmallCap Information Technology ETF
PSCT
$542M
| $53K | ﹤0.01% |
1,110
| – | – |
2024 Q2
2 quarters
|
|
5759
INmune Bio
INMB
$53.6M
| $52.9K | ﹤0.01% |
11,335
+5,461
| +93% | +$28.5K |
2024 Q2
2 quarters
|
|
5760
AngloGold Ashanti
AU
$47.6B
| $52.7K | ﹤0.01% |
2,283
-2,499
| -52% | -$65.3K |
2024 Q1
3 quarters
|
|
|
NRT
5761
North European Oil Royalty Trust
NRT
$77.2M
| $52.6K | ﹤0.01% |
13,028
| – | – |
2023 Q2
6 quarters
|
|
5762
CALL
Kimberly-Clark
KMB
$31.4B
| $52.4K | ﹤0.01% |
+400
| New | +$54.5K |
2024 Q4
0 quarters
|
|
5763
WisdomTree US AI Enhanced Value Fund
AIVL
$406M
| $52.2K | ﹤0.01% |
490
-3,999
| -89% | -$443K |
2014 Q4
40 quarters
|
|
5764
Innovator US Equity Buffer ETF November
BNOV
$200M
| $52K | ﹤0.01% |
1,324
-6,525
| -83% | -$255K |
2024 Q3
1 quarter
|
|
|
NNE
5765
Nano Nuclear Energy
NNE
$845M
| $51.7K | ﹤0.01% |
2,076
+331
| +19% | +$7.51K |
2024 Q3
1 quarter
|
|
|
XDJL
5766
DELISTED
Innovator US Equity Accelerated ETF July
XDJL
| $51.6K | ﹤0.01% |
+1,487
| New | +$51.4K |
2024 Q4
0 quarters
|
|
|
TPIC
5767
DELISTED
TPI Composites
TPIC
| $51.6K | ﹤0.01% |
27,289
-118,377
| -81% | -$329K |
2017 Q1
31 quarters
|
|
5768
Global X Silver Miners ETF NEW
SIL
$4.46B
| $51.5K | ﹤0.01% |
1,622
+316
| +24% | +$11.6K |
2018 Q2
26 quarters
|
|
5769
Alpha Architect US Quantitative Value ETF
QVAL
$607M
| $51.2K | ﹤0.01% |
1,147
+947
| +474% | +$43.5K |
2023 Q4
4 quarters
|
|
5770
Direxion Daily MSCI Brazil Bull 2X ETF
BRZU
$111M
| $51.1K | ﹤0.01% |
1,234
+760
| +160% | +$43.8K |
2021 Q1
15 quarters
|
|
5771
Virtus SEIX Senior Loan ETF
SEIX
$288M
| $51.1K | ﹤0.01% |
2,135
-1,901
| -47% | -$45.5K |
2024 Q2
2 quarters
|
|
5772
Contango Silver & Gold Inc
CTGO
$563M
| $50.8K | ﹤0.01% |
5,069
+412
| +9% | +$7K |
2021 Q4
12 quarters
|
|
5773
Verde Clean Fuels
VGAS
$24M
| $50.8K | ﹤0.01% |
12,492
+6,476
| +108% | +$26.4K |
2023 Q2
6 quarters
|
|
|
MESO
5774
Mesoblast
MESO
$1.86B
| $50.5K | ﹤0.01% |
+2,548
| New | +$28.2K |
2024 Q4
0 quarters
|
|
|
SPKLW
5775
Spark I Acquisition Corp Warrant
SPKLW
$4.8M
| – | – |
0
| – | – |
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.