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 | |
|---|---|---|---|---|---|---|---|
6301
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$25.5B
| $4.12K | ﹤0.01% |
151
-4
| -3% | -$127 |
2022 Q4
8 quarters
|
|
6302
iShares Blockchain and Tech ETF
IBLC
$82.2M
| $4.09K | ﹤0.01% |
+119
| New | +$4.37K |
2024 Q4
0 quarters
|
|
6303
Gaia
GAIA
$35.3M
| $4.08K | ﹤0.01% |
908
| – | – |
2023 Q3
5 quarters
|
|
6304
Comstock
LODE
$171M
| $4.05K | ﹤0.01% |
506
+465
| +1,134% | +$1.99K |
2023 Q3
5 quarters
|
|
6305
BlackRock TCP Capital
TCPC
$338M
| $4.04K | ﹤0.01% |
464
-1,217
| -72% | -$10.5K |
2024 Q3
1 quarter
|
|
6306
Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033
GLDI
$31.1M
| $3.99K | ﹤0.01% |
26
+25
| +2,500% | +$3.89K |
2023 Q4
4 quarters
|
|
6307
Xtrackers International Real Estate ETF
HAUZ
$993M
| $3.98K | ﹤0.01% |
201
+137
| +214% | +$2.94K |
2024 Q2
2 quarters
|
|
|
KEEL
6308
Keel Infrastructure Corp
KEEL
$2.12B
| $3.97K | ﹤0.01% |
2,661
-1,044
| -28% | -$2.09K |
2024 Q3
1 quarter
|
|
|
DRK
6309
DarkHorse Technologies Inc. Common Shares
DRK
$30.2M
| $3.92K | ﹤0.01% |
415
+410
| +8,200% | +$4.77K |
2024 Q3
1 quarter
|
|
6310
iShares International Small Cap Equity Factor ETF
ISCF
$658M
| $3.91K | ﹤0.01% |
+121
| New | +$4.06K |
2024 Q4
0 quarters
|
|
6311
PUT
Hilton Grand Vacations
HGV
$2.71B
| $3.9K | ﹤0.01% |
+100
| New | +$3.94K |
2024 Q4
0 quarters
|
|
6312
CALL
AES
AES
$10.6B
| $3.86K | ﹤0.01% |
300
| – | – |
2023 Q4
4 quarters
|
|
|
QPFF
6313
DELISTED
American Century Quality Preferred ETF
QPFF
| $3.71K | ﹤0.01% |
103
| – | – |
2024 Q3
1 quarter
|
|
|
EVV
6314
Eaton Vance Limited Duration Income Fund
EVV
$984M
| $3.7K | ﹤0.01% |
+379
| New | +$3.87K |
2024 Q4
0 quarters
|
|
6315
Imperial Petroleum
IMPP
$240M
| $3.6K | ﹤0.01% |
1,197
-1,099
| -48% | -$3.76K |
2024 Q2
2 quarters
|
|
6316
Innovator Emerging Markets Power Buffer ETF October
EOCT
$109M
| $3.56K | ﹤0.01% |
+137
| New | +$3.62K |
2024 Q4
0 quarters
|
|
6317
Innovator US Equity Ultra Buffer ETF August
UAUG
$245M
| $3.55K | ﹤0.01% |
100
-10,833
| -99% | -$384K |
2024 Q1
3 quarters
|
|
6318
Butterfly Network
BFLY
$2.27B
| $3.53K | ﹤0.01% |
1,131
-1,276
| -53% | -$3.32K |
2021 Q1
15 quarters
|
|
|
MSSM
6319
Morgan Stanley Pathway Small-Mid Cap Equity ETF
MSSM
$686M
| $3.52K | ﹤0.01% |
+75
| New | +$3.6K |
2024 Q4
0 quarters
|
|
6320
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
$134M
| $3.51K | ﹤0.01% |
79
| – | – |
2024 Q1
3 quarters
|
|
|
JKS
6321
JinkoSolar
JKS
$487M
| $3.51K | ﹤0.01% |
141
-207
| -59% | -$5.05K |
2019 Q4
20 quarters
|
|
6322
ProShares Ultra Technology
ROM
$1.41B
| $3.49K | ﹤0.01% |
50
| – | – |
2024 Q1
3 quarters
|
|
|
CREVW
6323
DELISTED
Carbon Revolution PLC Warrant
CREVW
| – | – |
0
| – | – |
2023 Q4
4 quarters
|
|
6324
HUTCHMED
HCM
$2.53B
| $3.46K | ﹤0.01% |
240
+191
| +390% | +$3.41K |
2017 Q2
30 quarters
|
|
6325
iShares Cybersecurity and Tech ETF
IHAK
$1.16B
| $3.44K | ﹤0.01% |
70
-193
| -73% | -$9.62K |
2024 Q1
3 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.