JPMORGAN CHASE & COJPMORGAN CHASE & CO

Institutional investor · Portfolio as of Q4 2024

SEC EDGAR SourceSEC Filings
$1.3T
AUM
7,374
Positions
Q4 2024
Filing
Rating · 4.0
Quarterly Portfolio Change
Not enough history yet
Activity profile
$ moved · Q4'24
New100%Increased0%Decreased0%Exited0%
Composition
Equity vs derivatives
Equity94%Puts4%Calls2%
Holding period
Avg <1 quarter
<1Q98%1-4Q0%1-2Y0%2Y+2%

JPMORGAN CHASE & CO manages $1.3T across 7374 positions as of Q4 2024. Top holdings: MSFT (4.2%), NVDA (4.1%), AAPL (3.4%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 4/5.0.

Q4 2024 Summary

Active quarter - 6301 new positions, 0 exits, 0 increased. Top move: MSFT (NEW, conviction 88). Portfolio: $1.3T across 7374 positions.

Top holdings by portfolio weight

Total AUM$1.3T
MSFT4.24%
NVDA4.14%
AAPL3.41%
AMZN2.99%
SPY2.32%
META2.25%
AVGO1.37%
GOOG1.32%
MA1.19%
TSLA1.08%
Other0.95%

Portfolio allocation by GICS sector

Sectors11
Technology24.49%
Unknown20.17%
Financial Services10.72%
Consumer Cyclical10.48%
Healthcare8.44%
Communication Services7.01%
Industrials6.98%
Consumer Defensive3.21%
Energy2.93%
Real Estate2.15%
Other3.42%

Behavioral investing profile

7-dimension quality assessment
Strong(4.0 / 5.0)
Track Record52
Conviction39
Concentration0
Upgrade to see all dimensions

Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Holdings7,374 positions

Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction

MICROSOFT CORP

134.9M$56.9B4.2%$421.720.00%
1 qtr
New
88

NVIDIA CORPORATION

413.8M$55.6B4.1%$137.450.00%
1 qtr
New
88

APPLE INC

183M$45.8B3.4%$250.830.00%
1 qtr
New
88

AMAZON COM INC

182.9M$40.1B3.0%$221.300.00%
1 qtr
New
83
SPYSPY
Unit

State Street Spdr S&p 500 Etf Trust TR UNIT

53.2M$31.2B2.3%$581.390.00%
1 qtr
New
83

META PLATFORMS INC

51.7M$30.3B2.3%$589.380.00%
1 qtr
New
83

BROADCOM INC

79.3M$18.4B1.4%$233.470.00%
1 qtr
New
73

ALPHABET INC

93M$17.7B1.3%$191.940.00%
1 qtr
New
73

MASTERCARD INCORPORATED

30.2M$15.9B1.2%$521.760.00%
1 qtr
New
73

TESLA INC

36M$14.5B1.1%$417.410.00%
1 qtr
New
73
VOOVOO
ETF

VANGUARD INDEX FDS

23.6M$12.7B0.9%$534.420.00%
1 qtr
New
62

UNITEDHEALTH GROUP INC

24.4M$12.4B0.9%$495.600.00%
1 qtr
New
62

ELI LILLY & CO

14.9M$11.5B0.9%$766.830.00%
1 qtr
New
62
BNDXBNDX
ETF

VANGUARD CHARLOTTE FDS

232.4M$11.4B0.8%$46.880.00%
1 qtr
New
62
IVVIVV
ETF

iShares Trust CORE S&P500 ETF

18.2M$10.7B0.8%$583.480.00%
1 qtr
New
62

ALPHABET INC

55.2M$10.5B0.8%$190.490.00%
1 qtr
New
62

WELLS FARGO & CO

142M$10B0.7%$68.580.00%
1 qtr
New
62

EXXON MOBIL CORP

90.7M$9.8B0.7%$101.340.00%
1 qtr
New
62

MCDONALDS CORP

32.8M$9.5B0.7%$283.000.00%
1 qtr
New
62
16M$9.4B0.7%
New
Showing 20 of 7,374 results.7,354 more with Pro.PROUpgrade to see all →

Similar Funds

Funds with similar investing DNA

Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

Security
5Q
46654Q716J P MORGAN EXCHANGE TRADED F
Q1 2025 Q1 2026+5.7M shares+$303.8M
5Q
ADXADAMS DIVERSIFIED EQUITY FD
Q1 2025 Q1 2026+34,378 shares+$733,982
5Q
ACIALBERTSONS COS INC
Q1 2025 Q1 2026+12.6M shares+$217.9M

Upgrade to Pro to see all accumulation streaks

Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used