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 | |
|---|---|---|---|---|---|---|---|
1376
NetEase
NTES
$75.4B
| $46.2M | ﹤0.01% |
517,598
-90,548
| -15% | -$7.93M |
2013 Q2
46 quarters
|
|
1377
TFI International
TFII
$9.22B
| $46.2M | ﹤0.01% |
341,659
+1,393
| +0.4% | +$198K |
2020 Q1
19 quarters
|
|
1378
Warrior Met Coal
HCC
$4.77B
| $45.9M | ﹤0.01% |
846,061
+174,634
| +26% | +$11.2M |
2017 Q2
30 quarters
|
|
1379
GSK
GSK
$92.7B
| $45.8M | ﹤0.01% |
1,354,024
+983,209
| +265% | +$35.4M |
2013 Q2
46 quarters
|
|
|
NARI
1380
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $45.8M | ﹤0.01% |
896,786
-226,816
| -20% | -$11.1M |
2020 Q3
17 quarters
|
|
|
WAY
1381
Waystar Holding Corp
WAY
$5B
| $45.7M | ﹤0.01% |
1,245,295
-100,392
| -7% | -$3.09M |
2024 Q2
2 quarters
|
|
1382
iShares MSCI ACWI ex US ETF
ACWX
$17.7B
| $45.7M | ﹤0.01% |
875,872
+246,023
| +39% | +$13.5M |
2013 Q2
46 quarters
|
|
1383
CenterPoint Energy
CNP
$25.1B
| $45.7M | ﹤0.01% |
1,439,181
-1,067,341
| -43% | -$32.9M |
2013 Q2
46 quarters
|
|
1384
Stantec
STN
$7.58B
| $45.6M | ﹤0.01% |
580,736
+39,671
| +7% | +$3.29M |
2020 Q1
19 quarters
|
|
|
OS
1385
DELISTED
OneStream Inc
OS
| $45.5M | ﹤0.01% |
1,596,879
+1,566,276
| +5,118% | +$48M |
2024 Q3
1 quarter
|
|
|
WCC
1386
CALL
WESCO International
WCC
$18.6B
| $45.5M | ﹤0.01% |
251,300
+9,800
| +4% | +$1.85M |
2024 Q2
2 quarters
|
|
1387
Avantis US Equity ETF
AVUS
$14.7B
| $45.5M | ﹤0.01% |
469,100
+120,665
| +35% | +$11.8M |
2022 Q4
8 quarters
|
|
|
CCC
1388
CCC Intelligent Solutions
CCC
$3.91B
| $45.4M | ﹤0.01% |
3,873,418
+3,419,507
| +753% | +$39.6M |
2022 Q2
10 quarters
|
|
1389
Qorvo
QRVO
| $45.4M | ﹤0.01% |
649,631
+91,120
| +16% | +$7.3M |
2015 Q1
39 quarters
|
|
1390
Tetra Tech
TTEK
$8.55B
| $45.3M | ﹤0.01% |
1,138,281
-413,070
| -27% | -$18.5M |
2013 Q2
46 quarters
|
|
1391
Asbury Automotive
ABG
$3.04B
| $45.3M | ﹤0.01% |
186,306
+29,579
| +19% | +$7.25M |
2015 Q4
36 quarters
|
|
1392
Texas Pacific Land
TPL
$24.1B
| $45M | ﹤0.01% |
122,010
+20,241
| +20% | +$8.27M |
2018 Q2
26 quarters
|
|
|
PCH
1393
DELISTED
PotlatchDeltic
PCH
| $45M | ﹤0.01% |
1,145,473
+245,026
| +27% | +$10.4M |
2013 Q2
46 quarters
|
|
1394
CALL
FedEx
FDX
$68.2B
| $44.9M | ﹤0.01% |
159,700
+77,400
| +94% | +$21.6M |
2020 Q4
16 quarters
|
|
1395
CALL
Stellantis
STLA
$13.2B
| $44.8M | ﹤0.01% |
3,431,400
-5,353,580
| -61% | -$71M |
2018 Q2
26 quarters
|
|
1396
Murphy Oil
MUR
$5.45B
| $44.8M | ﹤0.01% |
1,479,710
-115,550
| -7% | -$3.71M |
2013 Q2
46 quarters
|
|
1397
Selective Insurance
SIGI
$5.09B
| $44.8M | ﹤0.01% |
478,609
+73,456
| +18% | +$7.04M |
2013 Q2
46 quarters
|
|
1398
Clean Harbors
CLH
$17B
| $44.7M | ﹤0.01% |
194,218
+6,313
| +3% | +$1.57M |
2013 Q2
46 quarters
|
|
1399
Griffon
GFF
$4.29B
| $44.6M | ﹤0.01% |
625,704
-12,718
| -2% | -$923K |
2016 Q2
34 quarters
|
|
1400
Upstart Holdings
UPST
$2.38B
| $44.5M | ﹤0.01% |
723,306
+164,107
| +29% | +$10.2M |
2021 Q1
15 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.