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 | |
|---|---|---|---|---|---|---|---|
|
TVRD
6176
Tvardi Therapeutics
TVRD
$16.5M
| $8.46K | ﹤0.01% |
461
+315
| +216% | +$3.43K |
2014 Q1
43 quarters
|
|
6177
ClearPoint Neuro
CLPT
$349M
| $8.43K | ﹤0.01% |
548
-9,222
| -94% | -$119K |
2019 Q3
21 quarters
|
|
6178
Innovator US Equity Power Buffer ETF May
PMAY
$813M
| $8.33K | ﹤0.01% |
232
-13,178
| -98% | -$470K |
2023 Q3
5 quarters
|
|
6179
Global X Autonomous & Electric Vehicles ETF
DRIV
$357M
| $8.31K | ﹤0.01% |
362
| – | – |
2024 Q2
2 quarters
|
|
6180
Mastech Digital
MHH
$87.3M
| $8.3K | ﹤0.01% |
557
+548
| +6,089% | +$6.81K |
2020 Q2
18 quarters
|
|
|
MCR
6181
DELISTED
MFS Charter Income Trust
MCR
| $8.2K | ﹤0.01% |
1,285
| – | – |
2022 Q4
8 quarters
|
|
|
PDC
6182
Perpetuals.com Ltd
PDC
$28M
| $8.13K | ﹤0.01% |
+3,058
| New | +$8.48K |
2024 Q4
0 quarters
|
|
|
TMQ
6183
Trilogy Metals
TMQ
$547M
| $8K | ﹤0.01% |
+6,900
| New | +$6.21K |
2024 Q4
0 quarters
|
|
|
MDV
6184
DELISTED
Modiv Industrial
MDV
| $7.99K | ﹤0.01% |
537
| – | – |
2023 Q3
5 quarters
|
|
6185
KVH Industries
KVHI
$123M
| $7.96K | ﹤0.01% |
1,396
+1,000
| +253% | +$5.14K |
2023 Q2
6 quarters
|
|
|
ZCARW
6186
DELISTED
Zoomcar Holdings, Inc. Warrants
ZCARW
| – | – |
0
| – | – |
2023 Q4
4 quarters
|
|
6187
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.52B
| $7.79K | ﹤0.01% |
387
-144,196
| -100% | -$2.92M |
2024 Q3
1 quarter
|
|
6188
Evogene
EVGN
$6.88M
| $7.78K | ﹤0.01% |
4,161
+3,522
| +551% | +$6.95K |
2023 Q3
5 quarters
|
|
6189
Crexendo
CXDO
$197M
| $7.74K | ﹤0.01% |
+1,480
| New | +$7.83K |
2024 Q4
0 quarters
|
|
6190
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.52B
| $7.7K | ﹤0.01% |
331
-181,785
| -100% | -$4.26M |
2022 Q4
8 quarters
|
|
6191
Braskem
BAK
$618M
| $7.7K | ﹤0.01% |
1,994
-3,433
| -63% | -$18.9K |
2024 Q2
2 quarters
|
|
6192
Innovator US Small Cap Power Buffer ETF April
KAPR
$212M
| $7.68K | ﹤0.01% |
235
-15,177
| -98% | -$503K |
2024 Q2
2 quarters
|
|
|
MTR
6193
Mesa Royalty Trust
MTR
$4.53M
| $7.68K | ﹤0.01% |
1,300
| – | – |
2023 Q3
5 quarters
|
|
6194
Senseonics Holdings Inc
SENS
$527M
| $7.65K | ﹤0.01% |
731
| – | – |
2017 Q4
28 quarters
|
|
6195
Cohen & Steers Infrastructure Fund
UTF
$2.75B
| $7.62K | ﹤0.01% |
+317
| New | +$7.96K |
2024 Q4
0 quarters
|
|
|
ETHA
6196
iShares Ethereum Trust ETF
ETHA
$9.84B
| $7.59K | ﹤0.01% |
+300
| New | +$6.99K |
2024 Q4
0 quarters
|
|
6197
FT Vest US Equity Buffer ETF September
FSEP
$1.39B
| $7.54K | ﹤0.01% |
165
-47
| -22% | -$2.14K |
2023 Q3
5 quarters
|
|
6198
Columbia Emerging Markets Consumer ETF
ECON
$316M
| $7.51K | ﹤0.01% |
362
+296
| +448% | +$6.43K |
2024 Q2
2 quarters
|
|
6199
Cyngn
CYN
$10.7M
| $7.51K | ﹤0.01% |
59
+55
| +1,375% | +$33.2K |
2022 Q2
10 quarters
|
|
6200
Franklin Income Focus ETF
INCM
$1.86B
| $7.44K | ﹤0.01% |
285
| – | – |
2023 Q2
6 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.