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 | |
|---|---|---|---|---|---|---|---|
6076
Fossil Group
FOSL
$402M
| $14K | ﹤0.01% |
8,388
+151
| +2% | +$221 |
2013 Q2
46 quarters
|
|
|
OPI
6077
PUT
DELISTED
Office Properties Income Trust
OPI
| $14K | ﹤0.01% |
+14,000
| New | +$21.6K |
2024 Q4
0 quarters
|
|
6078
ATS Corp
ATS
$1.77B
| $13.9K | ﹤0.01% |
456
-84,018
| -99% | -$2.55M |
2023 Q2
6 quarters
|
|
|
MAXN
6079
CALL
DELISTED
Maxeon Solar Technologies
MAXN
| $13.8K | ﹤0.01% |
1,835
| – | – |
2022 Q1
11 quarters
|
|
6080
Friedman Industries
FRD
$286M
| $13.8K | ﹤0.01% |
903
-135
| -13% | -$2.06K |
2023 Q3
5 quarters
|
|
6081
PLDT
PHI
$3.79B
| $13.8K | ﹤0.01% |
623
-220
| -26% | -$5.22K |
2023 Q1
7 quarters
|
|
6082
iShares MSCI Poland ETF
EPOL
$804M
| $13.8K | ﹤0.01% |
660
-455,689
| -100% | -$10.2M |
2023 Q2
6 quarters
|
|
|
ALP
6083
Alpha Compute
ALP
$7.35M
| $13.8K | ﹤0.01% |
+53
| New | +$13.9K |
2024 Q4
0 quarters
|
|
6084
KLX Energy Services
KLXE
$30.2M
| $13.8K | ﹤0.01% |
2,764
| – | – |
2022 Q4
8 quarters
|
|
6085
TXO Partners LP
TXO
$765M
| $13.7K | ﹤0.01% |
811
+211
| +35% | +$3.83K |
2024 Q1
3 quarters
|
|
6086
Finance of America Companies
FOA
$120M
| $13.6K | ﹤0.01% |
484
+354
| +272% | +$6.3K |
2021 Q2
14 quarters
|
|
6087
China Yuchai International
CYD
$1.21B
| $13.6K | ﹤0.01% |
1,424
-179
| -11% | -$1.88K |
2024 Q1
3 quarters
|
|
6088
First Trust Emerging Markets AlphaDEX Fund
FEM
$797M
| $13.5K | ﹤0.01% |
615
+335
| +120% | +$7.64K |
2022 Q4
8 quarters
|
|
6089
United States Gasoline Fund
UGA
$199M
| $13.5K | ﹤0.01% |
214
| – | – |
2021 Q3
13 quarters
|
|
6090
SunCar Technology Group
SDA
$44M
| $13.4K | ﹤0.01% |
+1,393
| New | +$13.5K |
2024 Q4
0 quarters
|
|
|
IA
6091
Innovative Solutions & Support
IA
$333M
| $13.4K | ﹤0.01% |
1,570
+96
| +7% | +$720 |
2023 Q3
5 quarters
|
|
6092
FT Vest US Equity Deep Buffer ETF December
DDEC
$440M
| $13.3K | ﹤0.01% |
331
+152
| +85% | +$6.07K |
2023 Q3
5 quarters
|
|
6093
Angel Oak UltraShort Income ETF
UYLD
$1.41B
| $13.3K | ﹤0.01% |
+260
| New | +$13.3K |
2024 Q4
0 quarters
|
|
|
BCIC
6094
BCP Investment Corp
BCIC
$84.1M
| $13.3K | ﹤0.01% |
811
| – | – |
2023 Q1
7 quarters
|
|
6095
Stevanato
STVN
$5.46B
| $13.2K | ﹤0.01% |
606
-5,852
| -91% | -$117K |
2022 Q2
10 quarters
|
|
6096
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
$81.9M
| $13.2K | ﹤0.01% |
375
+333
| +793% | +$12.3K |
2024 Q1
3 quarters
|
|
6097
NYLIM Merger Arbitrage ETF
MNA
$265M
| $13.2K | ﹤0.01% |
400
+321
| +406% | +$10.5K |
2022 Q4
8 quarters
|
|
6098
Laird Superfood
LSF
$38.7M
| $13.1K | ﹤0.01% |
1,657
+1,652
| +33,040% | +$12.6K |
2020 Q4
16 quarters
|
|
6099
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$111M
| $13K | ﹤0.01% |
355
| – | – |
2024 Q3
1 quarter
|
|
6100
CALL
KE Holdings
BEKE
$18.3B
| $12.9K | ﹤0.01% |
700
+300
| +75% | +$6.18K |
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.