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 | |
|---|---|---|---|---|---|---|---|
|
AUNA
5901
Auna
AUNA
$369M
| $32.5K | ﹤0.01% |
4,731
-1,015
| -18% | -$7.05K |
2024 Q3
1 quarter
|
|
|
LYRA
5902
DELISTED
LYRA THERAPEUTICS INC
LYRA
| $32.3K | ﹤0.01% |
3,129
+1,934
| +162% | +$21.3K |
2020 Q2
18 quarters
|
|
5903
ADS-TEC Energy
ADSE
$786M
| $32.2K | ﹤0.01% |
2,079
+1,185
| +133% | +$16.4K |
2024 Q3
1 quarter
|
|
5904
Direxion Daily Energy Bull 2X ETF
ERX
$240M
| $32K | ﹤0.01% |
575
+498
| +647% | +$31.3K |
2021 Q1
15 quarters
|
|
5905
Tortoise North American Pipeline ETF
TPYP
$829M
| $31.7K | ﹤0.01% |
931
| – | – |
2019 Q3
21 quarters
|
|
5906
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$335M
| $31.6K | ﹤0.01% |
1,778
+1,772
| +29,533% | +$30.4K |
2023 Q3
5 quarters
|
|
5907
CALL
Generac Holdings
GNRC
$12.3B
| $31K | ﹤0.01% |
200
-1,100
| -85% | -$190K |
2024 Q3
1 quarter
|
|
5908
First Trust Global Wind Energy ETF
FAN
$197M
| $30.9K | ﹤0.01% |
2,091
+91
| +5% | +$1.47K |
2024 Q2
2 quarters
|
|
|
BIOA
5909
BioAge Labs
BIOA
$313M
| $30.9K | ﹤0.01% |
5,335
-194,665
| -97% | -$3.36M |
2024 Q3
1 quarter
|
|
|
HTD
5910
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$785M
| $30.9K | ﹤0.01% |
1,401
+281
| +25% | +$6.45K |
2024 Q3
1 quarter
|
|
5911
Davis Select US Equity ETF
DUSA
$1.23B
| $30.7K | ﹤0.01% |
730
| – | – |
2023 Q4
4 quarters
|
|
5912
First Trust Small Cap Growth AlphaDEX Fund
FYC
$1.38B
| $30.7K | ﹤0.01% |
+397
| New | +$31.2K |
2024 Q4
0 quarters
|
|
5913
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.27B
| $30.5K | ﹤0.01% |
1,429
+33
| +2% | +$714 |
2024 Q1
3 quarters
|
|
5914
Direxion Daily Gold Miners Index Bear 2X ETF
DUST
$111M
| $30.5K | ﹤0.01% |
44
+42
| +2,100% | +$23.9K |
2024 Q3
1 quarter
|
|
5915
Strive US Energy ETF
DRLL
$310M
| $30K | ﹤0.01% |
+1,100
| New | +$31.8K |
2024 Q4
0 quarters
|
|
5916
Innovator US Small Cap Power Buffer ETF January
KJAN
$318M
| $29.9K | ﹤0.01% |
801
-154
| -16% | -$5.86K |
2023 Q4
4 quarters
|
|
5917
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$622M
| $29.8K | ﹤0.01% |
1,397
+402
| +40% | +$8.81K |
2024 Q2
2 quarters
|
|
|
GSIG
5918
DELISTED
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
| $29.7K | ﹤0.01% |
634
+619
| +4,127% | +$29.2K |
2024 Q2
2 quarters
|
|
|
ETHE
5919
Grayscale Ethereum Staking ETF Shares
ETHE
$2.05B
| $29.3K | ﹤0.01% |
1,046
| – | – |
2024 Q3
1 quarter
|
|
|
GLBZ
5920
DELISTED
Glen Burnie Bancorp
GLBZ
| $29.2K | ﹤0.01% |
5,000
| – | – |
2024 Q3
1 quarter
|
|
5921
Camtek
CAMT
$7.18B
| $29.2K | ﹤0.01% |
361
-102,658
| -100% | -$8.07M |
2020 Q2
18 quarters
|
|
|
DFSE
5922
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$642M
| $29.2K | ﹤0.01% |
880
+13
| +1% | +$448 |
2024 Q1
3 quarters
|
|
5923
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$347M
| $29.1K | ﹤0.01% |
796
+607
| +321% | +$20.4K |
2024 Q2
2 quarters
|
|
5924
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$202M
| $28.9K | ﹤0.01% |
+776
| New | +$28.8K |
2024 Q4
0 quarters
|
|
|
LKFT
5925
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.89B
| $28.9K | ﹤0.01% |
1,051
-1,136
| -52% | -$31.7K |
2019 Q1
23 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.