JPMORGAN CHASE & CO

Q4 2024 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2024
Date filed
2/12/2025
Form type
13F-HR
Num holdings
7,374
Total value ($000)
$1,342,979,094
Net value change ($000)
+31,058,873 (2.4%)
New positions
395
Sold out positions
425
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/8/2024 Next filing: 5/12/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 10,595,887 9724.3%
AVGO 7,723,285 72.4%
AMZN 6,666,394 19.9%
TSLA 6,277,376 76.0%
NVDA 6,180,296 12.5%
XLF 5,257,683 67251.0%
IVW 4,500,415 8022.4%
AAPL 4,166,314 10.0%
VGT 3,579,268 59604.8%
ANET 3,499,786 NEW
Top Reduces (Value $000, Stocks/ETFs)
LLY -4,587,237 -28.5%
LRCX -3,477,774 -100.0%
BBEU -3,115,995 -56.1%
UNH -3,046,889 -19.8%
REGN -2,844,661 -36.1%
VGLT -2,658,462 -97.1%
ANET -2,655,429 -100.0%
USHY -2,264,535 -94.0%
MSFT -2,260,345 -3.8%
AMD -2,194,955 -61.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 78,563,581 (5.8% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type