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 | |
|---|---|---|---|---|---|---|
726
Lamar Advertising Co
LAMR
$14.6B
| $166M | 0.01% |
1,367,403
-130,299
| -9% | -$17M |
|
727
The Kraft Heinz Company
KHC
$26.9B
| $166M | 0.01% |
5,415,933
-758,017
| -12% | -$24.8M |
|
728
CALL
Boeing
BA
$147B
| $166M | 0.01% |
936,900
+269,400
| +40% | +$42.3M |
|
729
Valero Energy
VLO
$112B
| $165M | 0.01% |
1,347,445
-619,962
| -32% | -$82.9M |
|
730
PUT
Coinbase
COIN
$49.2B
| $165M | 0.01% |
663,600
+290,200
| +78% | +$73.7M |
|
731
Cummins
CMI
$71.1B
| $164M | 0.01% |
470,729
-304,411
| -39% | -$107M |
|
732
Wheaton Precious Metals
WPM
$60.7B
| $164M | 0.01% |
2,914,474
+208,232
| +8% | +$12.9M |
|
733
Lennox International
LII
$12.3B
| $164M | 0.01% |
268,842
+52,998
| +25% | +$33.1M |
|
734
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.6B
| $164M | 0.01% |
3,162,566
+218,036
| +7% | +$11.3M |
|
735
PUT
Citigroup
C
$217B
| $162M | 0.01% |
2,305,900
+558,000
| +32% | +$37.6M |
|
736
Toast
TOST
$16.8B
| $162M | 0.01% |
4,445,063
-211,697
| -5% | -$7.44M |
|
737
iShares 0-3 Month Treasury Bond ETF
SGOV
$112B
| $162M | 0.01% |
1,614,951
-27,736
| -2% | -$2.79M |
|
738
Comfort Systems
FIX
$58.2B
| $162M | 0.01% |
380,896
+250,085
| +191% | +$110M |
|
739
Kanzhun
BZ
$6.48B
| $161M | 0.01% |
11,698,129
-2,474,364
| -17% | -$36.4M |
|
740
Kimberly-Clark
KMB
$32.4B
| $161M | 0.01% |
1,231,812
-159,026
| -11% | -$21.7M |
|
741
PUT
Mastercard
MA
$483B
| $161M | 0.01% |
305,900
-55,000
| -15% | -$28.5M |
|
742
CALL
Morgan Stanley
MS
$295B
| $161M | 0.01% |
1,279,500
-170,300
| -12% | -$21M |
|
743
iShares Russell 2000 Growth ETF
IWO
$14B
| $159M | 0.01% |
554,097
+58,538
| +12% | +$17.3M |
|
744
Zoom
ZM
$26.5B
| $159M | 0.01% |
1,948,961
+1,228,687
| +171% | +$96.6M |
|
745
Deckers Outdoor
DECK
$10.6B
| $157M | 0.01% |
775,182
-521,712
| -40% | -$94.3M |
|
746
PUT
AbbVie
ABBV
$462B
| $157M | 0.01% |
883,800
+87,700
| +11% | +$16.1M |
|
747
Coupang
CPNG
$24.9B
| $157M | 0.01% |
7,128,222
+16,388
| +0.2% | +$402K |
|
748
VanEck Oil Services ETF
OIH
$1.87B
| $156M | 0.01% |
576,041
-426,959
| -43% | -$123M |
|
749
CALL
GE Aerospace
GE
$324B
| $156M | 0.01% |
934,850
-115,500
| -11% | -$20.6M |
|
750
Diageo
DEO
$47.6B
| $155M | 0.01% |
1,220,534
+103,540
| +9% | +$13.2M |
|
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, 2,466 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.