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CIK: 0000019617
Total reported value
$1.8T
$1.8T
7411 檔
9.8%
At the close of Q1 2024, Jpmorgan Chase & Co disclosed equity holdings valued at approximately $1.8T, spread across 7411 reported holdings.
During Q1 2024, Jpmorgan Chase & Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, SPY) accounted for 9.8% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 7411 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.55% | -0.17% | +2.89% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.91% | +0.10% | +3.86% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.67% | +0.09% | +16.31% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.62% | +0.05% | +4.61% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.27% | -0.10% | +13.51% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.06% | -0.30% | +2.06% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.27% | +0.08% | -0.79% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.08% | +0.58% | +4.37% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 1.04% | -0.24% | +1.68% | |
| 10 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.00% | +0.15% | -0.45% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | -0.11% | +60.70% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | -0.12% | +95.78% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | -0.11% | -1.11% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | +0.55% | +5.97% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | -0.45% | +29.49% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.76% | -0.06% | -21.66% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | +0.23% | +11.88% | |
| 18 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.65% | -0.03% | +3.26% | |
| 19 | ETN | Eaton Corporation plc | Stock-Industrials | 0.63% | -0.05% | -7.07% | |
| 20 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.63% | -0.08% | +6.92% | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 0.60% | +0.89% | +8.84% | |
| 22 | WFC | Wells Fargo & Co | Stock-Financials | 0.56% | -0.11% | +0.01% | |
| 23 | COP | Conocophillips | Stock-Energy | 0.54% | -0.07% | -3.76% | |
| 24 | BBEU | Jpmorgan Betabuilders Europe | ETF-Other | 0.54% | -0.04% | +18.65% | |
| 25 | INTU | Intuit Inc | Stock-Tech | 0.54% | -0.29% | +7.53% | |
| 26 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.53% | -0.11% | -2.68% | |
| 27 | XLF | Ss Financial Select Sector | ETF-Other | 0.51% | -0.08% | +18.83% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.49% | -0.20% | +3.05% | |
| 29 | BND | Vanguard Total Bond Market | ETF-Other | 0.49% | -0.04% | -17.09% | |
| 30 | DE | Deere & Co | Stock-Industrials | 0.48% | -0.02% | +0.95% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 0.48% | +0.03% | +40.27% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | +0.02% | -1.45% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.47% | +0.11% | -1.02% | |
| 34 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.46% | +0.03% | -16.29% | |
| 35 | UBER | Uber Technologies Inc | Stock-Industrials | 0.46% | -0.01% | -18.33% | |
| 36 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 0.45% | -0.05% | +2.54% | |
| 37 | ✓ | Invesco QQQ Tr Put Option 06/2 | Stock-Other | 0.45% | +0.32% | +54.84% | |
| 38 | TT | Trane Technologies plc | Stock-Industrials | 0.44% | -0.10% | +0.47% | |
| 39 | ADI | Analog Devices Inc | Stock-Tech | 0.43% | -0.03% | +10.75% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.43% | -0.02% | +6.62% | |
| 41 | TXN | Texas Instruments Inc | Stock-Tech | 0.42% | +0.05% | +17.11% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | -0.09% | -0.16% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.42% | -0.10% | +2.06% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.41% | -0.09% | -13.79% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | -0.28% | +4.10% | |
| 46 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.41% | -0.12% | -1.37% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.40% | -0.10% | +18.00% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.15% | +1.03% | |
| 49 | MS | Morgan Stanley | Stock-Financials | 0.40% | +0.08% | -16.12% | |
| 50 | PLD | Prologis Inc | Stock-Real Estate | 0.40% | -0.02% | -1.26% |
According to official SEC Form 13F filings, Jpmorgan Chase & Co reported a total U.S. public equity portfolio value of $1.8T across 7411 disclosed positions in Q1 2024.
During Q1 2024, Jpmorgan Chase & Co's top holdings by market value included MSFT (4.5%)、NVDA (2.9%)、SPY (2.7%). The largest single position, MSFT, represented 4.5% of total portfolio value.
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In Q1 2024, Jpmorgan Chase & Co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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