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Latest JPMORGAN CHASE & CO Stock Portfolio

JPMORGAN CHASE & CO Performance:
2024 Q4: 0.83%YTD: 14.73%

Performance for 2024 Q4 is 0.83%, and YTD is 14.73%.

About JPMORGAN CHASE & CO and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, JPMORGAN CHASE & CO reported an equity portfolio of $1343 Billions as of 31 Dec, 2024.

The top stock holdings of JPMORGAN CHASE & CO are MSFT, NVDA, AAPL. The fund has invested 4.2% of it's portfolio in MICROSOFT CORP and 4.1% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off BLACKROCK ENH GLBL DVD TR, PACER EMERGING MARKETS CASH (AFTY) and FT VEST US EQUITY ENHANCE & (AFLG) stocks. They significantly reduced their stock positions in ABEONA THERAPEUTICS INC (ABEO), MAIN SECTOR ROTATION ETF (BIBL) and FRANKLIN SENIOR LOAN ETF (BUYZ). JPMORGAN CHASE & CO opened new stock positions in ARISTA NETWORKS INC (ANET), LAM RESEARCH CORP (LRCX) and BLACKROCK INC. The fund showed a lot of confidence in some stocks as they added substantially to JPMORGAN ACTIVE BOND ETF, VISTAGEN THERAPEUTICS INC (VSTA) and REPARE THERAPEUTICS INC (RPTX).

JPMORGAN CHASE & CO Annual Return Estimates Vs S&P 500

Our best estimate is that JPMORGAN CHASE & CO made a return of 0.83% in the last quarter. In trailing 12 months, it's portfolio return was 14.73%.

New Buys

Ticker$ Bought
arista networks inc3,499,790,000
lam research corp1,982,230,000
blackrock inc1,553,680,000

New stocks bought by JPMORGAN CHASE & CO

Additions

Ticker% Inc.
jpmorgan active value etf270
wisdomtree japan hedged eq230
jpmorgan active growth etf211
vanguard mortgage-backed sec170
ciena corp150
tractor supply co145
ishares us treasury bond etf121
disney walt co88.64

Additions to existing portfolio by JPMORGAN CHASE & CO

Reductions

Ticker% Reduced
t-mobile us inc-77.01
jpmorgan betabuilders europe etf-75.33
oreilly automotive inc-75.17
wisdomtree floating rate tre-74.37
dow inc-74.33
ubs group ag-74.09
advanced micro devices inc-73.49
jpmorgan betabuilders usd high yield corporate bond etf-72.89

JPMORGAN CHASE & CO reduced stake in above stock

Sold off

None of the stocks were completely sold off by JPMORGAN CHASE & CO

Sector Distribution

JPMORGAN CHASE & CO has about 24.7% of it's holdings in Others sector.

Sector%
Others24.7
Technology23.5
Consumer Cyclical9.7
Financial Services9.3
Healthcare8.2
Industrials6.8
Communication Services6.4
Consumer Defensive3.1
Energy2.8
Utilities2.1
Real Estate2.1
Basic Materials1.4

Market Cap. Distribution

JPMORGAN CHASE & CO has about 71.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP36.4
MEGA-CAP34.7
UNALLOCATED24.7
MID-CAP3.4

Stocks belong to which Index?

About 69.3% of the stocks held by JPMORGAN CHASE & CO either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50066.9
Others30.7
RUSSELL 20002.4
Top 5 Winners (%)%
XSPA
xwell inc
CHK
expand energy corporation
CARA
cara therapeutics inc
1940.0 %
CARA
cara therapeutics inc
1940.0 %
APVO
aptevo therapeutics inc
1496.3 %
Top 5 Winners ($)$
NVDA
nvidia corporation
11599.5 M
AMZN
amazon com inc
8926.5 M
TSLA
tesla inc
6746.4 M
AVGO
broadcom inc
5017.9 M
WFC
wells fargo co new
3525.7 M
Top 5 Losers (%)%
SAVA
cassava sciences inc
-91.1 %
SYRS
syros pharmaceuticals inc
-87.9 %
CLRB
cellectar biosciences inc
-84.5 %
MTNB
matinas biopharma hldgs inc
-84.0 %
CNET
zw data action technologs in
-81.4 %
Top 5 Losers ($)$
ANET
arista networks inc
-8979.2 M
REGN
regeneron pharmaceuticals
-4556.5 M
LLY
eli lilly & co
-3144.8 M
TSCO
tractor supply co
-2514.6 M
MSFT
microsoft corp
-2422.6 M

JPMORGAN CHASE & CO Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of JPMORGAN CHASE & CO

JPMORGAN CHASE & CO has 6035 stocks in it's portfolio. About 24.3% of the portfolio is in top 10 stocks. ANET proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for JPMORGAN CHASE & CO last quarter.

Last Reported on: 12 Feb, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions