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 | |
|---|---|---|---|---|---|---|---|
5826
Smartbird Inc
BIRD
$41.2M
| $43.4K | ﹤0.01% |
6,232
+3,919
| +169% | +$35.2K |
2021 Q4
12 quarters
|
|
5827
Stem
STEM
$39.2M
| $43.3K | ﹤0.01% |
3,593
+258
| +8% | +$2.22K |
2021 Q1
15 quarters
|
|
5828
Alto Neuroscience
ANRO
$993M
| $43.3K | ﹤0.01% |
10,241
-14,074
| -58% | -$87.8K |
2024 Q1
3 quarters
|
|
5829
BRC Group Holdings
RILY
$203M
| $43.3K | ﹤0.01% |
9,435
-12,223
| -56% | -$63.7K |
2017 Q4
28 quarters
|
|
5830
Telesat
TSAT
$707M
| $43.3K | ﹤0.01% |
2,632
+2,456
| +1,395% | +$34.1K |
2021 Q4
12 quarters
|
|
5831
Invesco Biotechnology & Genome ETF
PBE
$415M
| $43.2K | ﹤0.01% |
650
+150
| +30% | +$10.3K |
2024 Q2
2 quarters
|
|
5832
a.k.a. Brands
AKA
$119M
| $43.2K | ﹤0.01% |
2,310
+1,173
| +103% | +$25.6K |
2024 Q1
3 quarters
|
|
5833
Alpha Architect International Quantitative Value ETF
IVAL
$218M
| $43.2K | ﹤0.01% |
1,798
-18
| -1% | -$444 |
2023 Q4
4 quarters
|
|
5834
WisdomTree International High Dividend Fund
DTH
$625M
| $42.8K | ﹤0.01% |
1,134
-1,365
| -55% | -$53.4K |
2023 Q3
5 quarters
|
|
|
DMXU
5835
Xtrackers Bloomberg Developed Markets ex US Equity ETF
DMXU
$65.5M
| $42.8K | ﹤0.01% |
1,460
-2,387
| -62% | -$73.7K |
2024 Q2
2 quarters
|
|
5836
Bakkt Inc
BKKT
$347M
| $42.7K | ﹤0.01% |
1,725
+1,651
| +2,231% | +$30.6K |
2021 Q3
13 quarters
|
|
5837
Vert Global Sustainable Real Estate ETF
VGSR
$472M
| $42.6K | ﹤0.01% |
4,213
| – | – |
2024 Q1
3 quarters
|
|
5838
ProShares UltraShort QQQ
QID
$231M
| $42.5K | ﹤0.01% |
+1,300
| New | +$44.1K |
2024 Q4
0 quarters
|
|
|
ZDEK
5839
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$109M
| $42.2K | ﹤0.01% |
+1,769
| New | +$42.4K |
2024 Q4
0 quarters
|
|
5840
Pyxis Oncology
PYXS
$183M
| $42.2K | ﹤0.01% |
27,076
+5,099
| +23% | +$14.7K |
2023 Q1
7 quarters
|
|
5841
Nuveen Quality Municipal Income Fund
NAD
$2.38B
| $42K | ﹤0.01% |
3,606
+3,450
| +2,212% | +$41.5K |
2024 Q1
3 quarters
|
|
5842
CALL
Corebridge Financial
CRBG
$15B
| $41.9K | ﹤0.01% |
1,400
| – | – |
2024 Q3
1 quarter
|
|
5843
CALL
Green Plains
GPRE
$1.05B
| $41.7K | ﹤0.01% |
4,400
| – | – |
2024 Q1
3 quarters
|
|
5844
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$335M
| $41.5K | ﹤0.01% |
858
+358
| +72% | +$18K |
2024 Q2
2 quarters
|
|
5845
ProShares UltraPro Short Dow 30
SDOW
$156M
| $41.5K | ﹤0.01% |
820
| – | – |
2023 Q4
4 quarters
|
|
|
DECU
5846
AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF
DECU
$51.7M
| $41.5K | ﹤0.01% |
+1,690
| New | +$42.2K |
2024 Q4
0 quarters
|
|
5847
GraniteShares 2x Long AAPL Daily ETF
AAPB
$17.1M
| $41.4K | ﹤0.01% |
+1,227
| New | +$37.2K |
2024 Q4
0 quarters
|
|
5848
Pacer Trendpilot 100 ETF
PTNQ
$1.29B
| $41K | ﹤0.01% |
553
-876
| -61% | -$65.6K |
2023 Q1
7 quarters
|
|
5849
ProShares Ultra Gold
UGL
$745M
| $40.8K | ﹤0.01% |
1,744
| – | – |
2023 Q2
6 quarters
|
|
5850
Invesco Golden Dragon China ETF
PGJ
$83.8M
| $40.7K | ﹤0.01% |
1,556
+1,500
| +2,679% | +$40.6K |
2023 Q3
5 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.