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 | |
|---|---|---|---|---|---|---|---|
6101
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$782M
| $12.9K | ﹤0.01% |
+285
| New | +$12.9K |
2024 Q4
0 quarters
|
|
6102
BlackRock Resources & Commodities Strategy Trust
BCX
$901M
| $12.8K | ﹤0.01% |
+1,493
| New | +$13.8K |
2024 Q4
0 quarters
|
|
|
KZIA
6103
Kazia Therapeutics
KZIA
$147M
| $12.8K | ﹤0.01% |
1,441
+684
| +90% | +$15.8K |
2024 Q1
3 quarters
|
|
6104
United States 12 Month Oil Fund,
USL
$49.2M
| $12.5K | ﹤0.01% |
330
| – | – |
2020 Q1
19 quarters
|
|
|
ZEOWW
6105
Zeo Energy Corp Warrants
ZEOWW
$129K
| – | – |
0
| – | – |
2023 Q4
4 quarters
|
|
6106
FT Vest Fund of Deep Buffer ETFs
BUFD
$2.11B
| $12.5K | ﹤0.01% |
488
-10,970
| -96% | -$279K |
2024 Q2
2 quarters
|
|
|
ACTV
6107
DELISTED
LeaderShares Activist Leaders ETF
ACTV
| $12.4K | ﹤0.01% |
+380
| New | +$12.7K |
2024 Q4
0 quarters
|
|
6108
Fidelity MSCI Industrials Index ETF
FIDU
$2.19B
| $12.3K | ﹤0.01% |
175
-3,041
| -95% | -$224K |
2022 Q4
8 quarters
|
|
6109
Weibo
WB
$1.56B
| $12.2K | ﹤0.01% |
1,279
+1,200
| +1,519% | +$11.5K |
2015 Q4
36 quarters
|
|
|
TURN
6110
DELISTED
180 Degree Capital
TURN
| $12.2K | ﹤0.01% |
3,333
| – | – |
2024 Q3
1 quarter
|
|
|
ETB
6111
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$451M
| $12.2K | ﹤0.01% |
812
-4,608
| -85% | -$67.9K |
2023 Q2
6 quarters
|
|
6112
CDT Equity Inc
CDT
$963K
| – | – |
0
| – | – |
2023 Q4
4 quarters
|
|
6113
Amplify Online Retail ETF
IBUY
$120M
| $12.1K | ﹤0.01% |
+187
| New | +$12.1K |
2024 Q4
0 quarters
|
|
|
OSRHW
6114
DELISTED
OSR Health Warrant
OSRHW
| – | – |
0
| – | – |
2023 Q4
4 quarters
|
|
6115
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$418M
| $12K | ﹤0.01% |
342
-1,497
| -81% | -$52.6K |
2022 Q4
8 quarters
|
|
6116
Vor Biopharma
VOR
$1.07B
| $11.8K | ﹤0.01% |
533
-69
| -11% | -$1.14K |
2021 Q1
15 quarters
|
|
|
NDEC
6117
Innovator Growth-100 Power Buffer ETF - December
NDEC
$63.6M
| $11.8K | ﹤0.01% |
+484
| New | +$11.9K |
2024 Q4
0 quarters
|
|
6118
Janus Henderson Small Cap Growth Alpha ETF
JSML
$339M
| $11.8K | ﹤0.01% |
+180
| New | +$12.3K |
2024 Q4
0 quarters
|
|
6119
iShares US Tech Breakthrough Multisector ETF
TECB
$517M
| $11.8K | ﹤0.01% |
221
+149
| +207% | +$7.99K |
2023 Q2
6 quarters
|
|
6120
Range Nuclear Renaissance Index ETF
NUKZ
$693M
| $11.6K | ﹤0.01% |
+284
| New | +$12.1K |
2024 Q4
0 quarters
|
|
|
SERV
6121
Serve Robotics
SERV
$412M
| $11.5K | ﹤0.01% |
855
| – | – |
2024 Q2
2 quarters
|
|
|
OAKM
6122
Oakmark U.S. Large Cap ETF
OAKM
$1.1B
| $11.5K | ﹤0.01% |
+490
| New | +$11.8K |
2024 Q4
0 quarters
|
|
|
NKLA
6123
DELISTED
Nikola Corporation Common Stock
NKLA
| $11.4K | ﹤0.01% |
9,599
+1
| +0% | +$3 |
2020 Q2
18 quarters
|
|
6124
Global Indemnity Group
GBLI
$361M
| $11.4K | ﹤0.01% |
317
| – | – |
2013 Q2
46 quarters
|
|
|
NIPG
6125
NIP Group Inc
NIPG
$83.4M
| $11.3K | ﹤0.01% |
+57
| New | +$11.7K |
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.