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CIK: 0000019617
Total reported value
$1.8T
$1.8T
7374 檔
12.7%
According to the latest 13F quarterly dataset, Jpmorgan Chase & Co managed an equity portfolio of $1.8T at the end of Q4 2024, spanning 7374 distinct U.S. exchange-listed positions.
During Q4 2024, Jpmorgan Chase & Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 7374 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.24% | -0.17% | -2.11% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.14% | +0.10% | +1.11% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.41% | -0.10% | +2.06% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.99% | +0.05% | +1.76% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.32% | +0.09% | -6.16% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.25% | -0.30% | -1.08% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.37% | +0.23% | +28.00% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.32% | +0.58% | -1.90% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 1.19% | -0.24% | +1.75% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.08% | -0.09% | +13.46% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | -0.12% | -1.43% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.92% | +0.15% | -7.28% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.08% | -18.35% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.85% | -0.06% | +4.66% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | -0.11% | -13.10% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.55% | -13.28% | |
| 17 | WFC | Wells Fargo & Co | Stock-Financials | 0.74% | -0.11% | +10.74% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.45% | +1.42% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.71% | -0.28% | +24.26% | |
| 20 | ✓ | Spdr S&P 500 Etf Tr Put Option | ETF-Large Cap & Growth | 0.70% | -0.34% | +26.24% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.68% | -0.11% | -1.05% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 0.61% | -0.20% | -2.73% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.56% | -0.10% | +8.32% | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 0.56% | +0.02% | +13.71% | |
| 25 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.53% | -0.03% | -6.23% | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 0.53% | -0.04% | +11.30% | |
| 27 | NOW | Servicenow Inc | Stock-Tech | 0.51% | -0.13% | -0.76% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.50% | +0.11% | -2.74% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | -0.14% | +3.60% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 0.48% | +0.03% | +31.05% | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.47% | -0.11% | -2.47% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 0.44% | -0.09% | +4.28% | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.44% | -0.05% | -5.75% | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.43% | -0.10% | +7.68% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | -0.15% | +12.88% | |
| 36 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.40% | -0.12% | +23.22% | |
| 37 | ADI | Analog Devices Inc | Stock-Tech | 0.40% | -0.03% | +16.64% | |
| 38 | HON | Honeywell International Inc | Stock-Industrials | 0.40% | -0.10% | EXIT | |
| 39 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.39% | -0.03% | +1.50% | |
| 40 | TT | Trane Technologies plc | Stock-Industrials | 0.39% | -0.10% | -8.58% | |
| 41 | XLF | Ss Financial Select Sector | ETF-Other | 0.39% | -0.08% | -19.01% | |
| 42 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 0.39% | -0.05% | +2.01% | |
| 43 | MS | Morgan Stanley | Stock-Financials | 0.38% | +0.08% | +0.09% | |
| 44 | TSLA | Tesla, Inc. | Stock-Consumer Disc | 0.38% | — | +1.09% | |
| 45 | COP | Conocophillips | Stock-Energy | 0.38% | -0.07% | +7.78% | |
| 46 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.37% | -0.08% | -5.74% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.37% | -0.36% | +69.12% | |
| 48 | AXP | American Express Co | Stock-Financials | 0.37% | — | +7.10% | |
| 49 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.37% | -0.05% | +32.59% | |
| 50 | INTU | Intuit Inc | Stock-Tech | 0.36% | -0.29% | -23.70% |
According to official SEC Form 13F filings, Jpmorgan Chase & Co reported a total U.S. public equity portfolio value of $1.8T across 7374 disclosed positions in Q4 2024.
During Q4 2024, Jpmorgan Chase & Co's top holdings by market value included MSFT (4.2%)、NVDA (4.1%)、AAPL (3.4%). The largest single position, MSFT, represented 4.2% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 12.7% of total reported equity market value during Q4 2024.
In Q4 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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