JPMORGAN CHASE & CO
Institutional investor · Portfolio as of Q4 2024
Top Holdings7,374 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 134.9M | $56.9B | 4.2% | $415.78 | 0.00% | 1 qtr | New 88 |
NVIDIA CORP | 413.8M | $55.6B | 4.1% | $137.45 | 0.00% | 1 qtr | New 88 |
APPLE INC | 183M | $45.8B | 3.4% | $248.62 | 0.00% | 1 qtr | New 88 |
AMAZON.COM INC | 182.9M | $40.1B | 3.0% | $221.30 | 0.00% | 1 qtr | New 83 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 53.2M | $31.2B | 2.3% | $581.39 | 0.00% | 1 qtr | New 83 |
META PLATFORMS INC-CLASS A | 51.7M | $30.3B | 2.3% | $589.38 | 0.00% | 1 qtr | New 83 |
BROADCOM INC | 79.3M | $18.4B | 1.4% | $228.92 | 0.00% | 1 qtr | New 73 |
ALPHABET INC-CL C | 93M | $17.7B | 1.3% | $191.94 | 0.00% | 1 qtr | New 73 |
MASTERCARD INC - A | 30.2M | $15.9B | 1.2% | $521.76 | 0.00% | 1 qtr | New 73 |
TESLA INC | 36M | $14.5B | 1.1% | $417.41 | 0.00% | 1 qtr | New 73 |
VANGUARD S&P 500 ETF | 23.6M | $12.7B | 0.9% | $534.42 | 0.00% | 1 qtr | New 62 |
UNITEDHEALTH GROUP INC | 24.4M | $12.4B | 0.9% | $495.60 | 0.00% | 1 qtr | New 62 |
ELI LILLY & CO | 14.9M | $11.5B | 0.9% | $762.60 | 0.00% | 1 qtr | New 62 |
VANGUARD TOTAL INTL BOND ETF | 232.4M | $11.4B | 0.8% | $46.34 | 0.00% | 1 qtr | New 62 |
ISHARES CORE S&P 500 ETF | 18.2M | $10.7B | 0.8% | $583.48 | 0.00% | 1 qtr | New 62 |
ALPHABET INC-CL A | 55.2M | $10.5B | 0.8% | $190.49 | 0.00% | 1 qtr | New 62 |
WELLS FARGO & CO | 142M | $10B | 0.7% | $67.63 | 0.00% | 1 qtr | New 62 |
EXXON MOBIL CORP | 90.7M | $9.8B | 0.7% | $101.34 | 0.00% | 1 qtr | New 62 |
MCDONALDS CORP | 32.8M | $9.5B | 0.7% | $283.00 | 0.00% | 1 qtr | New 62 |
| 16M | $9.4B | 0.7% | — | — | — | New — |
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: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 6309 new positions, 0 exits, 0 increased. Top move: MSFT (NEW, conviction 88). Portfolio: $1.3T across 7374 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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