JPMORGAN CHASE & CO
Institutional investor · Portfolio as of Q4 2024
Top Holdings7,374 positions
Microsoft Corporation | 134.9M | $56.9B | 4.2% | $423.61 | -1.85% | 2 qtrssince 2024-Q3 | Decreased 0 |
NVIDIA Corporation | 413.8M | $55.6B | 4.1% | $121.26 | +10.46% | 2 qtrssince 2024-Q3 | Increased 59 |
Apple Inc. | 183M | $45.8B | 3.4% | $231.42 | +7.43% | 2 qtrssince 2024-Q3 | Increased 60 |
Amazon.com, Inc. | 182.9M | $40.1B | 3.0% | $186.90 | +17.38% | 2 qtrssince 2024-Q3 | Increased 56 |
State Street SPDR S&P 500 ETF | 53.2M | $31.2B | 2.3% | $560.82 | +2.49% | 2 qtrssince 2024-Q3 | Decreased 0 |
Meta Platforms Inc | 51.7M | $30.3B | 2.3% | $568.72 | +2.37% | 2 qtrssince 2024-Q3 | Decreased 0 |
Broadcom Inc. | 79.3M | $18.4B | 1.4% | $182.46 | +25.24% | 2 qtrssince 2024-Q3 | Increased 63 |
Alphabet Inc. | 93M | $17.7B | 1.3% | $166.03 | +14.04% | 2 qtrssince 2024-Q3 | Decreased 0 |
Mastercard Incorporated | 30.2M | $15.9B | 1.2% | $487.76 | +6.65% | 2 qtrssince 2024-Q3 | Increased 51 |
Tesla, Inc. | 36M | $14.5B | 1.1% | $278.50 | +45.01% | 2 qtrssince 2024-Q3 | Increased 57 |
Vanguard S&P 500 ETF | 23.6M | $12.7B | 0.9% | $515.13 | +2.44% | 2 qtrssince 2024-Q3 | Decreased 0 |
UnitedHealth Group Incorporated | 24.4M | $12.4B | 0.9% | $557.43 | -13.15% | 2 qtrssince 2024-Q3 | Decreased 0 |
Eli Lilly and Company | 14.9M | $11.5B | 0.9% | $873.71 | -12.72% | 2 qtrssince 2024-Q3 | Decreased 0 |
VANGUARD CHARLOTTE FDS | 232.4M | $11.4B | 0.8% | $45.92 | +0.15% | 2 qtrssince 2024-Q3 | Increased 47 |
iShares Core S&P 500 ETF | 18.2M | $10.7B | 0.8% | $562.86 | +2.41% | 2 qtrssince 2024-Q3 | Decreased 0 |
Alphabet Inc. | 55.2M | $10.5B | 0.8% | $164.69 | +14.27% | 2 qtrssince 2024-Q3 | Decreased 0 |
Wells Fargo & Company | 142M | $10B | 0.7% | $55.40 | +22.09% | 2 qtrssince 2024-Q3 | Increased 50 |
EXXON MOBIL CORP | 90.7M | $9.8B | 0.7% | $109.83 | -7.38% | 2 qtrssince 2024-Q3 | Increased 46 |
McDonald's Corporation | 32.8M | $9.5B | 0.7% | $287.71 | -3.43% | 2 qtrssince 2024-Q3 | Increased 55 |
| 16M | $9.4B | 0.7% | — | — | — | Increased — |
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: 2/5.0.
Active quarter - 450 new positions, 473 exits, 3105 increased. Top move: AVGO (INCREASED, conviction 63). Portfolio: $1.3T across 7374 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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
Verify source filings on SEC EDGAR