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 | |
|---|---|---|---|---|---|---|---|
5776
Telkom Indonesia
TLK
$12.2B
| $50.4K | ﹤0.01% |
3,062
-1,268
| -29% | -$22.2K |
2013 Q2
46 quarters
|
|
5777
iShares MSCI China A ETF
CNYA
$199M
| $50.4K | ﹤0.01% |
1,805
-49,937
| -97% | -$1.48M |
2020 Q1
19 quarters
|
|
|
SOHU
5778
Sohu.com
SOHU
$334M
| $50.2K | ﹤0.01% |
3,806
+65
| +2% | +$905 |
2015 Q4
36 quarters
|
|
5779
Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF
DRIP
$127M
| $50.1K | ﹤0.01% |
460
+158
| +52% | +$16.5K |
2024 Q1
3 quarters
|
|
5780
Sonida Senior Living
SNDA
$1.81B
| $50K | ﹤0.01% |
2,168
+643
| +42% | +$15.8K |
2023 Q3
5 quarters
|
|
5781
Torrid Holdings
CURV
$226M
| $49.8K | ﹤0.01% |
9,513
-11,263
| -54% | -$45.3K |
2021 Q3
13 quarters
|
|
5782
Innovator International Developed Power Buffer ETF January
IJAN
$231M
| $49.7K | ﹤0.01% |
1,644
-716
| -30% | -$22.6K |
2024 Q1
3 quarters
|
|
5783
AudioEye
AEYE
$87.2M
| $49.4K | ﹤0.01% |
3,246
+102
| +3% | +$2.33K |
2024 Q2
2 quarters
|
|
5784
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$450M
| $49.2K | ﹤0.01% |
+1,645
| New | +$52.6K |
2024 Q4
0 quarters
|
|
5785
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.71B
| $48.7K | ﹤0.01% |
2,072
-542
| -21% | -$13.6K |
2024 Q3
1 quarter
|
|
5786
FT Vest US Equity Buffer ETF October
FOCT
$1.2B
| $48.7K | ﹤0.01% |
1,142
-14,548
| -93% | -$622K |
2022 Q4
8 quarters
|
|
5787
SCYNEXIS
SCYX
$53.4M
| $48.6K | ﹤0.01% |
+5,025
| New | +$52.1K |
2024 Q4
0 quarters
|
|
5788
CALL
AST SpaceMobile
ASTS
$17.1B
| $48.5K | ﹤0.01% |
+2,300
| New | +$56.2K |
2024 Q4
0 quarters
|
|
5789
Pacer Global Cash Cows Dividend ETF
GCOW
$3.4B
| $48.5K | ﹤0.01% |
1,436
-4,585
| -76% | -$161K |
2023 Q2
6 quarters
|
|
5790
Northern Trust iBoxx 5-Year Target Duration TIPS ETF
TDTF
$1.03B
| $48.5K | ﹤0.01% |
2,083
-7
| -0.3% | -$165 |
2023 Q2
6 quarters
|
|
|
SBR
5791
Sabine Royalty Trust
SBR
$1.02B
| $48.2K | ﹤0.01% |
744
-284
| -28% | -$17.8K |
2023 Q3
5 quarters
|
|
5792
Northern Trust STOXX Global ESG Select ETF
ESGG
$119M
| $48.1K | ﹤0.01% |
286
+277
| +3,078% | +$47.5K |
2024 Q3
1 quarter
|
|
5793
First Trust International Developed Capital Strength ETF
FICS
$194M
| $48K | ﹤0.01% |
1,415
+168
| +13% | +$5.98K |
2024 Q2
2 quarters
|
|
|
EWCZ
5794
CALL
DELISTED
European Wax Center
EWCZ
| $48K | ﹤0.01% |
+7,200
| New | +$47.4K |
2024 Q4
0 quarters
|
|
|
FBRX
5795
DELISTED
Forte Biosciences
FBRX
| $47.8K | ﹤0.01% |
2,103
+2,100
| +70,000% | +$25K |
2021 Q2
14 quarters
|
|
5796
CALL
H&R Block
HRB
$5.18B
| $47.6K | ﹤0.01% |
+900
| New | +$52.9K |
2024 Q4
0 quarters
|
|
5797
Chunghwa Telecom
CHT
$35.3B
| $47.3K | ﹤0.01% |
1,255
-1,881
| -60% | -$71.6K |
2020 Q2
18 quarters
|
|
5798
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$454M
| $47.2K | ﹤0.01% |
1,305
+1,138
| +681% | +$43K |
2023 Q3
5 quarters
|
|
|
TPZ
5799
Tortoise Electrification Infrastructure ETF
TPZ
$117M
| $47.1K | ﹤0.01% |
+2,349
| New | +$46K |
2024 Q4
0 quarters
|
|
5800
CALL
monday.com
MNDY
$3.4B
| $47.1K | ﹤0.01% |
200
-5,400
| -96% | -$1.5M |
2024 Q3
1 quarter
|
|
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.